Boot Barn reports 16 percent revenue growth as expansion strategy accelerates

Irvine-based retailer Boot Barn Holdings, Inc. has announced preliminary results for its third quarter of fiscal year 2026, ended December 27, 2025. The lifestyle retailer expects to report net sales of approximately 705.6 million dollars, representing a 16 percent increase over the prior-year period.

The performance was driven by a consolidated same store sales (SSS) increase of approximately 5.7 percent. While retail store SSS grew by 3.7 percent, the company’s e-commerce channel outperformed with a 19.6 percent increase. John Hazen, chief executive officer (CEO) of Boot Barn, stated that the results exceeded internal expectations despite the challenge of cycling strong performance from the previous year.

The group’s merchandise margin increased by 110 basis points compared to the prior-year period. Management attributed this expansion to buying economies of scale, supply chain efficiencies, and the continued growth of exclusive brand penetration.

Product performance was broad-based across major categories. Western boots for both men and women achieved high single-digit comp growth, while the denim category saw mid-teens same store sales growth. The work boots segment also maintained positive momentum with a mid-single-digit increase during the quarter.

During the quarter, Boot Barn opened 25 new stores, bringing its year-to-date total to 55 new locations. This expansion has increased the company's total footprint to 514 stores. The retailer has previously indicated a long-term goal of reaching 1,200 stores across the US, having recently upgraded its total addressable market (TAM) estimate to 58 billion dollars.

Income from operations is expected to reach approximately 114.8 million dollars, up from 99.5 million dollars in the prior-year period. Net income per diluted share is estimated at 2.79 dollars, compared to 2.43 dollars a year earlier. The company noted that the prior-year results included a 6.7 million dollars benefit related to the resignation of the former CEO.

The company plans to report its finalised results on February 4, 2026, at which time it will also provide formal guidance for the fourth quarter.