Omnichannel Retailers & Supermarket Chains · Retailer & Marketplace
Burlington
US off-price retailer focused on discounted branded merchandise.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Burlington Stores, Inc.
- Entity type
- COMPANY
- Founded
- 1972
- Headquarters
- 1830 Route 130 North, Burlington, New Jersey
- Company size
- >5,000
- Market cluster / sector
- Omnichannel Retailers & Supermarket Chains
- Market role
- Retailer & Marketplace
- Ticker
- BURL
- Official website
- burlington.com
What Burlington does
Burlington operates a high-volume off-price retail model. It acquires branded and other merchandise at favourable cost, sells it through a large physical store estate at discounted prices, and earns gross margin on inventory turnover. The website and related digital tools primarily support merchandising, store discovery, deal communication and retention, rather than acting as the main sales channel. Loyalty, promotional messaging and store-card incentives are used to increase shopping frequency, basket size and customer lifetime value.
Category differentiation
This refers to Burlington Stores, the US off-price retailer, not the city of Burlington or a software company. It is also distinct from the historical Burlington Coat Factory naming, although that legacy brand is related to the same retail business.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Burlington is a US off-price retailer operating primarily through physical stores and selling discounted branded merchandise to value-conscious consumers. The company is publicly listed as Burlington Stores, Inc. and uses a holding company structure for its operating subsidiaries. Its core revenue comes from retail sales of apparel, accessories, home goods and related merchandise, with digital properties used mainly to support store traffic, promotions, loyalty and customer engagement rather than as a primary transactional e-commerce channel. The company makes money through retail margin on merchandise sold in stores, supported by repeat-purchase mechanisms such as its loyalty programme, store-branded credit card and direct promotional communications via email and SMS. Its direct customers are retail shoppers in the United States, especially bargain-oriented consumers seeking branded goods at lower prices than traditional department stores.
Company news briefing
Briefing updated:
Building on its Q2 performance of nearly $3 billion in sales and a record 51 store openings, Burlington has been added to Goldman Sachs' U.S. Conviction List with a price target of $382. To protect its market share against expanding off-price rivals, the retailer is reinvesting its full $55 million Q2 tariff refund directly into lower customer prices rather than boosting margins.
Business model & monetisation
The primary monetisation model is retail margin from in-store merchandise sales. Secondary monetisation and retention mechanisms include a branded credit card with rewards economics, loyalty-led repeat purchase behaviour, and direct marketing through email and SMS to drive store visits and promotional conversion. The company does not appear to rely primarily on SaaS, advertising technology or enterprise software revenue.
- In-store merchandise sales
- Retail margin on discounted branded goods
- Branded credit card economics
- Financial partnership and rewards-linked consumer finance
- Loyalty-driven repeat purchases
- Retention and basket expansion
- Email and SMS promotions
- Traffic generation for retail conversion
Products & capabilities
No products with linked sources are available in this view.
Unlock Full Intelligence Profile for Burlington
Get unlimited access to corporate ownership, historical M&A transactions, verified tech stack telemetry, and live market signals in the interactive Knowledge Graph.
Verified Ownership & Corporate Hierarchy
Complete corporate hierarchy traversal, shareholder cap table history, and parent holding links sourced from regulatory filings.
360° Tech Stack & Vendor Telemetry
Technical header bidding configurations, sellers.json registry nodes, CMP disclosures, and direct programmatic supply chains.
Live Market Signals & Executive Briefings
Continuous 24/7 monitoring of material M&A deals, executive shifts, product rollouts, and hiring trends across peer entities.
Competitors & alternatives
Track competitor shifts
Receive automated telemetry on strategic moves, acquisitions, and market share shifts across Burlington's competitive landscape.
Global off-price retailer of apparel and home goods.
Omnichannel fashion retailer with marketplace and retail media revenues.
Public fashion retailer with direct-to-consumer digital commerce.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Burlington to Reinvest $55M Tariff Refunds into Lower Prices
Financials · Recorded impact score: 4/5
Burlington CEO Michael O’Sullivan said the company will put the full $55 million in tariff refunds it received in Q2 toward lower prices rather than retaining the money to boost margins. Burlington reported Q2 sales up 11% year-over-year to nearly $3 billion, with store comps rising 2% and a record 51 store openings in the quarter (net +45). With the tariff refunds included, gross margin widened 250 basis points to 46.2% and net income doubled to $184 million (excluding a $41 million after-tax benefit, net income was $151 million). O’Sullivan said the move supports customers facing higher living costs and helps protect market share amid competitor strength at Ross and weaker comps at TJX U.S.
- Burlington received $55 million in tariff refunds in Q2 and plans to reinvest the full amount into lower prices.
- Q2 total sales rose 11% year-over-year to nearly $3 billion; comparable store sales were up 2%.
10-Q Financial Filing Analysis for Burlington (2026-08-27)
financials · Recorded impact score: 3.8/5
Burlington Stores, Inc. delivered strong financial performance in Q2 Fiscal 2026, with total revenue rising 11.0% YoY to $3.00 billion and net income surging 95.7% YoY to $184.3 million. Revenue growth was driven by a 2% increase in comparable store sales alongside strong contributions from 149 net new stores opened since Q2 Fiscal 2025. Gross margin expanded 250 basis points to 46.2%, boosted by $55.5 million in IEEPA tariff refunds and improved core merchandise margins. Operating efficiency remained robust, with SG&A expenses improving by 120 basis points as a percentage of net sales. The company continued its aggressive store footprint expansion, reaching 1,287 stores as of August 1, 2026, while executing on capital allocation through $167.4 million in share repurchases year-to-date and completing induced convertible note exchanges.
- Total revenue for Q2 Fiscal 2026 reached $3.002 billion, up 11.0% YoY, supported by 2% comparable store sales growth and 149 net new store openings over the past twelve months.
- Gross margin expanded to 46.2% of net sales, aided by $55.5 million in IEEPA tariff refunds, pushing Q2 net income to $184.3 million ($2.88 diluted EPS).
Explore company relationships
Questions about Burlington
What is Burlington?
Burlington is a US off-price retail chain that sells discounted branded merchandise primarily through physical stores.
Who uses Burlington?
Its users are retail consumers, especially value-conscious shoppers seeking deals on apparel, accessories and home goods.
How does Burlington make money?
It makes money mainly from retail margin on merchandise sold in stores, supported by loyalty, promotions and branded credit card engagement.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
19 publicly documented primary sources and citations linked across the market graph.
Continue your research on Burlington
Explorer includes additional company details, a Watchlist for up to 25 companies and your personal Strategic Intelligence Agent. It monitors your market daily and delivers tailored briefings with clear strategic context whenever relevant news occurs.
Free, with no time limit.