Retailer & Marketplace · vs · Direct-to-Consumer (D2C) Brand
Burlington vs SKIMS
Structured technology and market comparison · 2026
Direct Feature Comparison
Burlington · vs · SKIMSUS off-price retailer focused on discounted branded merchandise.
Direct-to-consumer shapewear, underwear and loungewear brand.
Analyze all overlapping signals and tech stacks for Burlington and SKIMS
Compare mutual enterprise clients, monetization models, live market signals, and partner networks directly in the interactive Knowledge Graph.
Comparison Analysis
What is the main difference between Burlington and SKIMS?
When comparing Burlington and SKIMS, both platforms operate within the Email Service Provider (ESP), Email & Newsletter, and Loyalty Management Platform ecosystem. Burlington is positioned as US off-price retailer focused on discounted branded merchandise, whereas SKIMS focuses on Direct-to-consumer shapewear, underwear and loungewear brand. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to Burlington and SKIMS?
When evaluating Burlington and SKIMS, enterprise buyers also consider other platforms in Email Service Provider (ESP), Email & Newsletter, and Loyalty Management Platform. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
How do the corporate scale, structure, and headquarters of Burlington and SKIMS compare?
Burlington is headquartered in US (founded in 1972) with >5,000 employees. SKIMS is based in US (founded in 2019) with 50–200 employees. Complete ownership, subsidiary trees, and corporate affiliations are documented across Polaris7.
Market Signals
Recent Market Signals & Activity: Burlington vs SKIMS
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
Burlington
Recent Signals
- ·SEC APIfinancials
10-Q Financial Filing Analysis for Burlington (2026-08-27)
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).
- Operating store footprint expanded to 1,287 locations across 47 states, Washington D.C., and Puerto Rico, backed by $942.0 million of available liquidity under the ABL revolving facility.
- ·Retail DiveFinancials
Burlington to Reinvest $55M Tariff Refunds into Lower Prices
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%.
- Gross margin expanded by 250 basis points to 46.2% when tariff refunds are included; merchandise margin expanded 70 basis points excluding the refunds.
SKIMS
Recent Signals
- ·The DrumMedia & Entertainment
Cakes Body Founders Launch Cakes Media Entertainment Division
Cakes, a nipple cover company founded by twin sisters Taylor Capuano and Casey Sarai, is pivoting from social selling to entertainment with the launch of Cakes Media. The new company will produce a feature-length documentary, 'Viral: The New American Dream,' premiering on September 22, 2026, and aims to create long-form series and creator-led content. The documentary, filmed during 2024-2025, chronicles the brand's growth, viral success, and personal loss. Caley Wildermuth, formerly of Red Bull, has joined as head of content, expanding the media ambitions. The strategy focuses on organic social media storytelling and building brand affinity, with plans for further original content and a social-first reality show.
- Cakes Media is a new entertainment and media company launched by Cakes Body founders.
- Documentary 'Viral: The New American Dream' premieres on September 22, 2026, on YouTube.
- Caley Wildermuth, ex-Red Bull, joined Cakes Media as head of content.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners Burlington and SKIMS share across the market ecosystem.
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