{"filings":[{"id":704676,"accession_number":"0001193125-26-242954","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2026-05-28T10:49:29+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q1 comps +6%, adjusted EPS $2.10 beats guidance; raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales +14% to $2.85B; comparable store sales +6% (vs. guidance).","Adjusted EPS $2.10, +26% YoY; net income $115M ($1.79 diluted EPS).","Full-year adjusted EPS guidance raised to $11.45-$11.80 (from prior).","Q2 adjusted EPS guidance $2.05-$2.20 vs. $1.72 last year.","Repurchased $111M principal of 1.25% convertible notes for $173M cash/shares; bought back $81M in common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":668316,"accession_number":"0001193125-26-239405","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2026-05-26T20:26:22+00:00","items":["5.07"],"status":"ready","headline":"Burlington Stores annual meeting results: all seven directors elected, say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected; Jordan Hitch received lowest support (51.4M for, 7.0M against).","Ratification of Deloitte as auditor approved with 57.4M for, 2.1M against.","Say-on-pay advisory vote passed with 51.3M for, 7.0M against.","Stockholders voted for annual say-on-pay frequency (57.9M for every 1 year).","Quorum of ~95% of shares outstanding voted at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105740,"accession_number":"0001193125-26-105012","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burlington exchanges $81.9M of 1.25% convertible notes for cash and common stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Burlington entered private exchange agreements for $81,874,000 aggregate principal of its 1.25% Convertible Senior Notes due 2027.","Consideration consists of cash and shares of common stock; number of shares based on one-day VWAP on March 13, 2026.","Closing expected March 19, 2026, subject to customary closing conditions.","No additional cash payment for accrued interest on exchanged notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105739,"accession_number":"0001193125-26-092488","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q4 adj EPS $4.99 beats guidance; FY26 EPS outlook $10.95-$11.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total sales $3,643M (+11%), comps +4%; adj EPS $4.99 beat guidance ($4.50-$4.70).","FY25 adj EPS $10.17 (+22% YoY); adj EBIT margin 8.0% (+80bps); tariffs impact offset.","FY26 guidance: total sales +8-10%, comp +1-3%, adj EPS $10.95-$11.45 vs $10.17 in FY25.","Q1 FY26 guidance: comp +2-4%, adj EPS $1.60-$1.75 vs $1.67; EBIT margin expected down 60-100bps.","Q4 share repurchases $59M (223,863 shares); $385M remaining authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":9.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":11566910000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122025,"accession_number":"0001193125-25-294501","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q3 Adj EPS $1.80 (+16% YoY), revenue $2.7B (+7%), raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2.7B (+7%); comp store sales +1%; net income $105M, diluted EPS $1.63.","Adjusted EPS $1.80 vs $1.55 (+16%); adj EBIT margin +60 bps; adj EBITDA $266M.","Raises FY25 Adj EPS guidance to $9.69-$9.89; Q4 guidance $4.50-$4.70 vs $4.13.","Repurchased 213,972 shares for $61M in Q3; $444M remaining on authorization.","CEO: traffic fell after back-to-school due to warm weather; picked up mid-Oct; tracking $1.6B op income by 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":4.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":7919531000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138736,"accession_number":"0001579298-25-000007","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q2 sales +10%, comps +5%, adj EPS $1.72 (+39%); raises FY adj EPS guidance to $9.19-$9.59","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $94M ($1.47 diluted EPS); adjusted EPS $1.72 vs $1.24 YoY, a 39% increase.","Total sales $2,701M (+10%) on top of 13% growth last year; comparable store sales grew 5%.","Gross margin rate 43.7% (+90 bps); merchandise margin +60 bps, freight expense -30 bps.","Inventory up 16% to $1,415M; reserve inventory 50% of total (vs 41% last year).","FY2025 adjusted EPS guidance raised to $9.19-$9.59 vs $8.35 prior year; Q3 adj EPS seen $1.50-$1.60."],"consensus_eps_estimate":null,"consensus_eps_actual":3.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":5209092000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138735,"accession_number":"0001579298-25-000004","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burlington Stores elects Michael Skirvin to board and audit committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Skirvin joins Board and Audit Committee effective November 18, 2025.","Annual retainer of $95,000 for Board service and $18,000 for Audit Committee, plus RSU award of $170,000.","Skirvin has over 30 years of off-price retail experience; CEO cites value to Burlington 2.0 strategy.","No arrangements or transactions requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138734,"accession_number":"0001193125-25-168007","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Burlington Stores increases credit facility to $1B, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Commitments increased from $900M to $1B via Sixth Amendment to credit agreement.","Maturity of commitments and loans extended from Dec. 22, 2026 to July 25, 2030.","Amendment requires availability of at least $500M after giving effect to amendment.","Conditions include no material adverse effect and no default; all Loan Parties reaffirm obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156178,"accession_number":"0000950170-25-086221","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Burlington Stores subsidiary adds $500M in term loans; total term loans outstanding $1.74B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Burlington Coat Factory Warehouse Corp. borrowed $500M in incremental Term B-7 Loans via Amendment No. 12 to credit agreement.","Proceeds will fund purchase of a distribution center and repay ABL borrowings.","Amendment No. 12 adds $500M at 99.0 OID; terms identical to existing Term B-7 Loans.","Total outstanding Term B-7 Loans (including new) now $1,743,750,000.","JPMorgan, BofA Securities, and Wells Fargo acted as joint lead arrangers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156177,"accession_number":"0000950170-25-078585","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q1 sales +6%, comps flat; adjusted EPS $1.67 beats guidance; maintains FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total sales up 6% to $2.5B; comparable store sales flat; net income $101M ($1.58 diluted EPS).","Adjusted EPS $1.67, up 18% YoY, ahead of guidance; adjusted EBIT margin +30bps, also ahead.","FY 2025 adjusted EPS guidance reaffirmed at $8.70-$9.30; Q2 adjusted EPS guided $1.20-$1.30.","Board authorized additional $500M share repurchase through May 2027; Q1 repurchased 445K shares for $105M.","CEO notes tariff uncertainty but confident offsets exist to achieve original guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":1.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":2504020000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156176,"accession_number":"0000950170-25-077813","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Burlington stockholders approve 3.1M-share increase to 2022 Omnibus Incentive Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders voted 56.7M for, 2.8M against to amend the plan; additional 3.1M shares authorized.","All four director nominees elected: Shira Goodman (59.5M for), John Mahoney (58.8M), Laura Sen (59.4M), Paul Sullivan (58.1M).","Say-on-pay passed with 53.0M for vs 6.5M against, indicating moderate shareholder concerns.","Ratification of Deloitte as auditor approved with 58.7M for vs 1.7M against.","Voter turnout approximately 96% of outstanding shares (60.4M shares voted)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174626,"accession_number":"0000950170-25-034167","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q4 comps +6% (guidance 0-2%), Adj EPS $4.13 beats $3.55-$3.75; FY25 Adj EPS guide $8.70-$9.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total sales $3,272M (+10% on 13-wk basis), comps +6% vs guidance 0-2%.","Q4 Adjusted EPS $4.13 vs guidance $3.55-$3.75, up 12% YoY; Adjusted EBIT margin +10 bps.","FY24 Adjusted EPS $8.35 (+34% YoY), total sales +11%, comps +4%, adjusted EBIT margin +100 bps.","FY2025 outlook: total sales +6-8%, comps +0-2%, Adj EPS $8.70-$9.30; Q1 Adj EPS $1.30-$1.45.","Board authorized $263M share repurchase remaining; Q4 repurchased $61M."],"consensus_eps_estimate":null,"consensus_eps_actual":7.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":10634823000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191589,"accession_number":"0000950170-24-131049","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burlington Stores appoints Shira Goodman to Board of Directors effective Jan 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shira Goodman, former CEO of Staples, Inc., joins Burlington Board and Audit Committee effective January 1, 2025.","She will receive annual retainer of $95,000 for Board, $18,000 for Audit Committee, plus $170,000 RSU award.","CEO Michael O'Sullivan states her three decades of retail experience will support Burlington 2.0 strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191588,"accession_number":"0000950170-24-130752","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q3 adj EPS $1.55 (+41% YoY); raises FY24 adjusted EPS outlook to $7.76-$7.96","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2,526M (+11% YoY); comparable store sales +1% on top of +6% last year.","Adjusted diluted EPS $1.55 vs $1.10; GAAP EPS $1.40; adjusted EBIT margin +80 bps.","Gross margin improved 70 bps to 43.9%; merchandise margin expanded 50 bps.","FY24 adjusted EPS guidance raised to $7.76-$7.96; Q4 outlook $3.55-$3.75 vs $3.69.","Repurchased $56M of stock; increased Term Loan to $1.25B, maturity extended to Sept 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":3.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":7357766000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208059,"accession_number":"0000950170-24-109645","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Burlington Stores refinances $933M term loan; upsizes to $1.25B, extends maturity to 2031, reduces margin","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced $933M of term B-6 loans with $1,250M term B-7 loans, including $317M incremental term loans.","Maturity extended from June 24, 2028 to September 24, 2031, a ~3.3-year extension.","Interest rate margins reduced: prime from 1.00% to 0.75%, SOFR from 2.00% to 1.75% with 0.00% floor.","Original issue discount of 99.5; proceeds used to repay non-converted B-6 loans and for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208058,"accession_number":"0000950170-24-101578","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q2: comp sales +5%, adjusted EPS +98% to $1.24; FY24 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales +13% to $2,461M; comparable store sales +5% vs. prior year.","Net income $74M ($1.15 diluted EPS); adjusted EPS $1.24, up 98% YoY.","Gross margin expanded 110 bps to 42.8%; adjusted EBIT margin +160 bps.","FY24 adjusted EPS guidance raised to $7.66-$7.96 (from prior range); Q3 adj. EPS est. $1.45-$1.55.","Repurchased 269,508 shares for $61M in Q2; $380M remaining on authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":2.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":4827070000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225603,"accession_number":"0000950170-24-066241","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q1 adj EPS $1.42 (+68% YoY); raises FY24 adj EPS outlook to $7.35-$7.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total sales $2,357M (+11% YoY); comp store sales +2% (at high end of guidance).","GAAP net income $79M ($1.22 EPS) vs $33M ($0.50) last year; adjusted net income $91M ($1.42 EPS) up 68%.","Gross margin improved 120 bps to 43.5%; adjusted EBIT margin +170 bps; merchandise margin +90 bps on lower markdowns.","FY24 adj EPS guidance raised to $7.35-$7.75 from $6.24 (52-wk basis); assumes comp store sales +0% to 2%.","Repurchased 312,238 shares for $63M during Q1; $442M remaining on authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":2361553000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225602,"accession_number":"0000950170-24-065279","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Burlington shareholders approve board declassification, say-on-pay passes with 83% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board declassification amendment approved with 60.2M for, ~9k against; board will become fully declassified.","Advisory vote on executive compensation passed with 49.8M for, 10.3M against (~17% dissent).","Officer exculpation amendment approved: 53.4M for, 6.7M against.","All four director nominees elected: Goodwin, McNamara, O'Sullivan, Rodriguez (over 58.8M for each).","Ratification of Deloitte & Touche as auditor approved with 59.2M for, 1.8M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244768,"accession_number":"0000950170-24-034179","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Burlington Stores CAO Jeffrey Laub retiring; Stephen Ferroni appointed as successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Laub to retire as SVP and Chief Accounting Officer effective May 3, 2024; ceases as CAO on April 27.","Stephen Ferroni appointed SVP and Chief Accounting Officer (Principal Accounting Officer) effective April 28, 2024.","Ferroni, age 46, previously served as VP of Corporate Accounting since 2013; joined the Company in 2007."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244767,"accession_number":"0000950170-24-027578","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q4 comps +2% (guidance -2%-0%); adj EPS $3.69 beat; FY24 guide $7.00-$7.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 13-week comp store sales +2% (guidance -2%-0%); adjusted EPS $3.69 vs guidance $3.10-$3.25.","Full year 52-week adjusted EPS $6.24 (+46% YoY); adjusted EBIT margin +130 bps; total sales +10%.","FY24 guidance: adj EPS $7.00-$7.60 (+12%-22%); comp store sales 0%-2%; ~100 net new stores.","Q4 repurchased 605,311 shares for $103M; $500M remaining in authorization through Aug 2025.","Bed Bath & Beyond lease acquisition expenses $18M in FY23, expected $9M in FY24."],"consensus_eps_estimate":null,"consensus_eps_actual":5.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":9727467000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262209,"accession_number":"0000950170-23-065301","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q3 revenue +12% to $2.29B, comps +6%, adj. EPS $0.98, FY23 adj. EPS view $5.52-$5.67","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2,285M, +12% YoY; comp store sales +6% (guidance 5-7%).","GAAP net income $49M ($0.75 EPS) vs $17M ($0.26 EPS) last year.","Adjusted EPS $0.98, ex-BB&B lease costs $1.10; guidance was $0.86-$1.01.","Q4 adj. EPS guidance $3.04-$3.19 (ex-BB&B $3.10-$3.25); FY23 adj. EPS $5.52-$5.67.","Inventory down 8% to $1.33B; reserve inventory 30% of total."],"consensus_eps_estimate":null,"consensus_eps_actual":1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":6601109000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279416,"accession_number":"0001193125-23-236947","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-09-18T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Burlington Stores issues $297M of 1.25% convertible notes, extends debt maturity to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued ~$297M of 1.25% convertible notes due 2027; exchanged ~$241M of existing 2.25% notes due 2025 and privately placed ~$42M.","Initial conversion price ~$205.93/share, a 32.5% premium over $155.42 (last sale on Sept 7, 2023).","Repurchased 165,975 shares at $155.42 per share in connection with the transactions.","Notes mature Dec 15, 2027; interest payable semi-annually; optional redemption after Dec 20, 2025 if stock >=130% conversion price.","Notes are unsecured; no shelf registration filed; up to ~1.42M shares may be issuable upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279415,"accession_number":"0000950170-23-047127","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-09-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burlington Stores refinances $244M of debt with new 1.25% notes due 2027 and repurchases $25.8M stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged ~$244M of existing 2.25% convertible notes due 2025 for ~$258M of new 1.25% convertible notes due 2027.","Issued an additional ~$42.1M of new 1.25% notes in a private placement to certain investors.","Expects to repurchase 165,975 shares of common stock at $155.42 per share (~$25.8M).","Transaction lowers annual interest cost and extends debt maturity from 2025 to 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279414,"accession_number":"0000950170-23-044234","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q2 adj. EPS $0.60 beats; comp sales +4%; authorizes $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2.17B (+9% YoY); comparable store sales +4% (high end of guidance).","Adjusted EPS $0.60 vs. $0.35 YoY; GAAP EPS $0.47; includes $0.03 Bed Bath & Beyond lease expense.","Acquired leases for 62 former Bed Bath & Beyond stores; expects $21M incremental FY expense.","Board authorized $500M additional share repurchase through Aug 2025; $26M repurchased in Q2.","FY 2023 guidance: total sales +11-12%; adj. EPS $5.37-$5.67 (incl. $0.23 Bed Bath & Beyond lease expense)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":4311763000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297796,"accession_number":"0000950170-23-024055","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q1 sales +11% to $2.13B, comps +4%, adj EPS $0.84 vs $0.54","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2,133M (+11% YoY); comparable store sales +4%.","Net income $33M ($0.50 diluted EPS) vs $16M ($0.24) last year.","Adjusted EPS $0.84 vs $0.54; Adjusted EBIT $87M vs $59M.","Repurchased $110M principal of 2.25% convertible notes for $133M cash; also $51M in common stock.","Reiterated FY2023 guidance: comps +3-5%, adj EPS $5.50-$6.00."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":2136956000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297795,"accession_number":"0000950170-23-023642","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Burlington Stores annual meeting re-elects three directors, ratifies auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ted English elected with 59,198,462 For; Jordan Hitch with 56,558,196; Mary Ann Tocio with 56,311,205.","Ratification of Deloitte & Touche as auditor received 59,943,728 For, 1,480,766 Against.","Advisory vote on exec compensation passed with 50,297,269 For, 9,996,814 Against.","Quorum of 61,477,902 shares (94.7% of outstanding) voted at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318051,"accession_number":"0000950170-23-006580","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burlington exchanges $110.3M of 2.25% convertible notes due 2025 for cash based on March 8 VWAP","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total exchanged principal: $110,312,000 of 2.25% Convertible Senior Notes due 2025.","Cash consideration based on volume-weighted average price of BURL common stock on March 8, 2023.","Transactions expected to close on March 10, 2023, subject to customary closing conditions.","Exchange agreements entered into privately with certain note holders; no conversion rights exercised."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318050,"accession_number":"0000950170-23-005691","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q4 adjusted EPS $2.96 beats guidance; FY23 outlook $5.50-$6.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total sales $2,739M (+5% YoY); comp store sales -2% (ahead of -6% to -9% guidance).","Q4 GAAP diluted EPS $2.83 (+57% YoY); adjusted EPS $2.96 (+17% YoY), above guidance of $2.45-$2.75.","FY22 total sales -7%; adjusted EPS $4.26 vs $8.41 prior year.","FY23 guidance: comp store sales +3-5%, adjusted EPS $5.50-$6.00 (including ~$0.05 from 53rd week).","Q1 FY23 guidance: comp store sales +5-7%, adjusted EPS $0.85-$0.95."],"consensus_eps_estimate":null,"consensus_eps_actual":3.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":8702604000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336322,"accession_number":"0000950170-22-025571","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-11-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q3 sales -11%, comps -17%, adj EPS $0.43 vs $1.36; FY2022 guidance lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2,036M (-11% YoY); comparable store sales -17% (on top of +16% in Q3 2021).","Net income $17M, diluted EPS $0.26 incl. $11M impairment; adjusted EPS $0.43 vs $1.36 YoY.","Inventory up 36% to $1,445M, reserve inventory 31% of total.","FY2022 guidance: comps down 14%-15%, adj EPS $3.77-$4.07 (vs $8.41 prior non-GAAP).","Q4 guidance: comps down 6%-9%, adj EPS $2.45-$2.75."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":5958321000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":353722,"accession_number":"0000950170-22-017747","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q2 net income $12M, adjusted EPS $0.35; cuts FY22 EPS guidance to $3.70-$4.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $1,984M, down 10% YoY; comparable store sales down 17%.","Net income $12M ($0.18 GAAP EPS); adjusted EPS $0.35 vs. guidance $0.18-$0.31.","FY2022 adjusted EPS guidance lowered to $3.70-$4.30 from $8.41 in FY2021.","Merchandise inventories $1,267M (+53% YoY); reserve inventory 52% of total.","Repurchased 598k shares for $101M in Q2; $450M remaining on authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":3917633000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":353721,"accession_number":"0001193125-22-200058","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-07-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Burlington Stores upsizes credit facility to $900M, transitions from LIBOR to SOFR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit facility commitments increased from $650M to $900M under Fourth Amendment dated July 20, 2022.","Interest rate benchmark switched from LIBOR to term SOFR or daily SOFR (daily SOFR available for up to $100M).","Advances bear interest at daily SOFR/term SOFR plus 1.125%-1.375% margin, or prime rate plus 0.125%-0.375%.","Amendment executed by Burlington Coat Factory Warehouse Corp. as lead borrower and Bank of America as agent.","No default existed immediately after the amendment; post-closing availability was at least $450M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371534,"accession_number":"0000950170-22-010701","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Burlington Stores Q1 sales down 12%, comps -18%; appoints Kristin Wolfe as CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP diluted EPS $0.24 vs $2.51 prior year; adjusted EPS $0.54 vs $2.59.","Comparable store sales decreased 18% in Q1; total sales $1,926M, down 12% YoY.","FY2022 adjusted EPS guidance cut to $6.00-$7.00 from $8.41; Q2 comps expected -15% to -13%.","Appointed Kristin Wolfe as CFO effective Aug 1, 2022, succeeding retiring John Crimmins.","Repurchased $99M in stock and $78M in convertible notes during Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":1929692000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371533,"accession_number":"0001193125-22-158540","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-05-24T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Burlington Stores shareholders approve 2022 Omnibus Incentive Plan, elect three directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual meeting held May 18, 2022; 96.09% of shares voted, quorum achieved.","Directors John J. Mahoney, Laura J. Sen, Paul J. Sullivan elected with 58.8M, 62.2M, 60.9M votes for, respectively.","2022 Omnibus Incentive Plan approved with 60.1M votes for; adds 5.47M shares plus prior plan carryover.","Ratification of Deloitte & Touche as auditor for FY2023 passed with 61.8M votes for.","Advisory vote on executive compensation passed with 59.1M votes for; broker non-votes 1.02M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371532,"accession_number":"0000950170-22-005326","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-04-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burlington Stores CFO John Crimmins to retire; external search launched","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Crimmins will retire as CFO by Aug 31, 2022 or when successor starts.","He will provide consulting services for 180 days post-termination at hourly base-salary rate.","Outstanding equity awards will continue vesting during the consulting period.","Burlington has engaged Egon Zehnder to lead an external CFO search.","CEO Michael O'Sullivan cited a deep Finance bench for a seamless transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":390495,"accession_number":"0001193125-22-076690","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-03-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burlington Stores to exchange $55.6M of 2.25% convertible notes for cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal amount of $55,635,000 of 2.25% Convertible Senior Notes due 2025 to be exchanged for cash based on VWAP over two-day measurement period starting March 16, 2022.","Exchange expected to close on March 21, 2022, subject to customary closing conditions.","Cash consideration calculated using volume-weighted average price of BURL common stock over the measurement period.","Transactions are privately negotiated with certain holders; notes to be retired upon exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":390494,"accession_number":"0000950170-22-002724","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Stores Q4 sales +18% vs FY2019, comp +6%; adj EPS $2.53","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $122M ($1.80 diluted EPS); adjusted EPS $2.53 vs $3.21 in FY2019.","Full-year FY2021 total sales +28%, comp store sales +15%; adjusted EPS $8.41 vs $7.35.","Gross margin rate declined 230bps to 39.8% due to 260bps of higher freight costs.","No FY2022 sales/earnings guidance; capex ~$725M; plans 120 new stores (90 net).","Repurchased $100M in stock and $109M in convertible notes in Q4; new $500M buyback authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":6.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":9322256000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":408527,"accession_number":"0001193125-21-364998","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-12-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Burlington Stores amends ABL credit facility: commitments to $650M, maturity to Dec 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Commitments increased from $600M to $650M; maturity extended from June 2023 to Dec. 22, 2026.","LIBOR margin reduced 12.5 bps to 1.125% (if availability ≥ 40% of loan cap) and 1.375% (if below).","Prime rate margin reduced from 0.25% to 0.125% (high availability) and from 0.50% to 0.375% (low).","Greater flexibility for incurring debt, liens, asset sales, investments, and restricted payments.","Amendment effective Dec. 22, 2021; post-closing insurance and blocked account documentation required within 60 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":408526,"accession_number":"0000950170-21-004956","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-12-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burlington Stores to exchange $72.3M of 2.25% convertible notes for cash","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$72.3M aggregate principal of 2.25% Convertible Senior Notes due 2025 exchanged for cash.","Cash consideration based on VWAP of Burlington common stock over Dec 1-2 measurement period.","Exchange expected to close Dec 3, 2021, subject to customary closing conditions.","Transaction reduces outstanding convertible debt by $72.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":408525,"accession_number":"0000950170-21-004853","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-11-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q3 sales up 30% to $2.3B; adj EPS $1.36 vs $1.53 in 2019; debt extinguishment charge $1.22/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2,300M (+30% vs Q3 2019); comp store sales +16%.","GAAP net income $14M ($0.20 diluted EPS); includes $86M debt extinguishment charge ($1.22/share).","Adjusted EPS $1.36 vs $1.53 in Q3 2019; gross margin down 100bps to 41.4% on freight headwinds.","Repurchased $160M principal of 2.25% Convertible Notes for $242M ($91M cash + $151M stock).","No formal FY2021 guidance; expects 101 new store openings; capex ~$425M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":6713248000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":408524,"accession_number":"0000950170-21-004689","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-11-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Burlington Stores appoints Jeffrey Laub as Chief Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Laub, age 65, elected Chief Accounting Officer on Nov 10, 2021.","Laub previously served as VP and Controller since April 2009; with Burlington since 1984.","EVP/CFO John Crimmins will no longer serve as principal accounting officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":427472,"accession_number":"0001564590-21-046639","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-09-01T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Burlington Stores to exchange $146.4M of 2.25% convertible notes for cash and stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal of $146,373,000 exchanged for $86,966,931 cash and 459,944 common shares.","Closing expected on September 9, 2021, subject to customary conditions.","Privately negotiated exchange agreements with certain note holders reduce convertible debt.","Stock issuance represents less than 1% of outstanding shares; debt reduction may lower interest expense."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":427471,"accession_number":"0001564590-21-045808","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-08-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Burlington Q2 sales up 34% to $2.2B; GAAP EPS $1.50, adjusted EPS $1.94","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $2,213M (+34% vs Q2 2019); comparable store sales +19%.","GAAP net income $103M, diluted EPS $1.50 (vs $1.26 in Q2 2019).","Adjusted EBIT $183M (+55% vs Q2 2019); Adjusted EPS $1.94 (+43%).","Board authorized $400M share repurchase through August 2023.","No FY2021 sales/earnings guidance given; capex guidance ~$510M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":4409207000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":427470,"accession_number":"0001193125-21-216397","cik":1579298,"company_name":"Burlington Stores, Inc.","ticker":"BURL","form_type":"8-K","filed_at":"2021-07-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burlington Stores appoints Travis Marquette as President and COO, effective Oct 4, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Travis Marquette named President & COO, overseeing stores, real estate, supply chain, and IT.","Previously EVP & CFO of Ross Stores; resigning July 2021 to join Burlington.","Base salary of $900k, target bonus 100% of base, and $2M cash sign-on bonus.","Make-Whole grant of $6M in LTI to compensate for equity forfeited at prior employer.","Fiscal 2021 LTI award target $2.7M prorated; mix of performance RSUs, options, and time-based RSUs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":18916309682.282436,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}