<p>伯靈頓百貨公司（Burlington Stores Inc.）紐約證券交易所代碼：BURL 於 5 月 28 日發佈了又一個超出預期的季度業績，標誌着其連續第 14 個季度實現雙位數的盈利增長。</p>
<p>該公司還提高了全年業績展望，因為折扣零售商繼續受益於尋求優惠的預算意識消費者的需求。然而，這仍不足以讓投資者滿意，報告發布後股價大幅下跌。</p>
<p>獲取 <strong>Burlington Stores</strong> 的提醒：</p>
<h2>伯靈頓業績超出預期</h2>
<p>在本季度，該公司報告調整後的每股收益（EPS）為 2.01 美元，比去年同期的 1.60 美元增長了 26%，遠高於華爾街預期的每股 1.77 美元。收入同比增長 14%，達到 28.6 億美元，超過分析師預期超過 5700 萬美元。</p>
<p>同店銷售（comp）同比增長 6%，高於公司指導範圍的 2% 至 4%，而毛利率擴大了 30 個基點，達到淨銷售的 44.1%。</p>
<p>在財報電話會議上，首席執行官邁克爾·奧沙利文（Michael O’Sullivan）指出：“這些結果進一步證明了我們在將銷售增長持續轉化為強勁的毛利擴張和盈利流入方面的卓越記錄。”</p>
<h2>伯靈頓因強勁的折扣需求提高全年指引</h2>
<p>該公司還發布了第二季度的指引，並提高了全年銷售和盈利展望。對於第二季度，伯靈頓預計同店銷售增長為 1% 至 3%，總銷售增長為 10% 至 12%。預計營業利潤率同比將擴大 30 至 60 個基點，而調整後的每股收益預計在 2.05 美元至 2.20 美元之間。</p>
<p>對於全年，伯靈頓現在預計同店銷售增長為 2% 至 4%，高於之前的 1% 至 3% 的指引。總銷售預計增長 9% 至 11%，高於之前的 8% 至 10% 的展望，而調整後的每股收益預計在 11.45 美元至 11.80 美元之間，高於之前的 10.95 美元至 11.45 美元的預測。該公司還指出，現在預計淨新店開設將為 115 家，高於之前的 110 家。</p>
<p>奧沙利文還討論了更高的油價和中東衝突如何影響公司自上次財報電話會議以來的展望。儘管管理層對下半年的前景持樂觀態度，但由於油價上漲及其對通貨膨脹的潛在影響，管理層的看法比 3 月份更加謹慎。</p>
<p>儘管如此，奧沙利文表示，消費者環境的惡化可能對伯靈頓有利，如果購物者更加關注價值。“事實上，作為一家價值零售商，這可能會變成一個機會，” 他説。</p>
<h2>儘管季度業績強勁和展望樂觀，股價仍大幅下跌</h2>
<p>伯靈頓可能超出了華爾街的預期，但不一定符合市場的期望。在報告發布後，BURL 股票最初下跌近 8%，交易接近 300 美元，隨後在隨後的交易中恢復了大部分跌幅。</p>
<h3>伯靈頓百貨公司（BURL）2026 年 6 月 1 日的價格走勢圖</h3>
<p>在財報發佈前，該股票經歷了多年的大幅上漲。在疫情高峰期正常化後，伯靈頓的股票在 2022 年 9 月交易約 110 美元。自那時以來，股票上漲了約 175%，包括過去一年超過 25% 的漲幅，使投資者對下一個超預期季度的期望提高。</p>
<p>財報後的拋售發生在伯靈頓股票在 4 月份創下 52 周高點超過 351 美元之後，可能表明在股票經歷多年的上漲後出現了一些獲利了結。這也可能表明投資者希望看到更強的同店銷售增長和更強勁的同店銷售展望。</p>
<p>在財報電話會議上，一位分析師質疑伯靈頓對盈利的關注是否導致其錯失了在第一季度推動額外同店增長的機會。對此，奧沙利文表示：“我確實認為我們可能有機會放鬆一些限制，稍微在銷售上變得更積極。”</p>
<h2>伯靈頓的拋售與折扣同行形成對比</h2>
<p>對伯靈頓業績的反應與一些折扣同行截然不同，這些同行在發佈超出預期的財報後股價上漲。</p>
<p>TJX Companies Inc.（紐約證券交易所代碼：TJX）在 5 月 20 日發佈近期業績和收入超出預期後，股價上漲超過 5%；而 Ross Stores Inc.（納斯達克代碼：ROST）在兩天後發佈強勁的第一季度報告後上漲超過 8%。</p>
<p>在估值方面，這三隻股票的市盈率（P/E）相似，伯靈頓的市盈率約為 34 倍，TJX 為 30 倍，Ross Stores 約為 32 倍。更廣泛的零售行業的平均市盈率為 25 倍。</p>
<p>儘管伯靈頓在財報後的下跌，華爾街分析師對該股票仍然保持樂觀。</p>
<p>在報告發布前，12 個月的平均目標價約為 357 美元，意味着從當前水平有超過 18% 的上漲空間。</p>
<p>該股票目前的共識評級為適度買入，基於 16 個買入評級和 5 個持有評級。351 美元的分析師共識目標價意味着約 8% 的潛在上漲空間。</p>
<p>雖然伯靈頓最新的季度業績突顯了折扣行業的持續強勁，但市場反應表明投資者可能希望看到同店銷售的更強勁跡象。</p>
<p>儘管如此，在經濟不確定性中，消費者仍然關注價值，如果尋求優惠的消費趨勢持續，伯靈頓可能處於良好位置。</p>
<h2>你現在應該投資 1000 美元在伯靈頓百貨嗎？</h2>
<p>在你考慮投資伯靈頓百貨之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場注意到之前……而伯靈頓百貨並不在名單上。</p>
<p>雖然伯靈頓百貨目前在分析師中被評為適度買入，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

伯靈頓百貨

<p>伯靈頓百貨超出第一季度的盈利和收入預期，因強勁的折扣需求而上調全年指引。然而，由於投資者尋求更高的同店銷售增長，股價大幅下跌。公司報告的調整後每股收益為 2.01 美元，並上調了前景，指出預算緊張的消費者。儘管出現拋售，分析師們仍持樂觀態度，給予中性買入的共識評級</p>

<p>Burlington Stores Inc. NYSE: BURL delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth.</p>
<div class="lb-trans"><p>伯靈頓百貨公司（Burlington Stores Inc.）紐約證券交易所代碼：BURL 於 5 月 28 日發佈了又一個超出預期的季度業績，標誌着其連續第 14 個季度實現雙位數的盈利增長。</p>
</div><p>The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn't enough to satisfy investors, as shares fell sharply following the report.</p>
<div class="lb-trans"><p>該公司還提高了全年業績展望，因為折扣零售商繼續受益於尋求優惠的預算意識消費者的需求。然而，這仍不足以讓投資者滿意，報告發布後股價大幅下跌。</p>
</div><p>Get <strong>Burlington Stores</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>Burlington Stores</strong> 的提醒：</p>
</div><h2>Burlington Earnings Beat Expectations</h2>
<div class="lb-trans"><h2>伯靈頓業績超出預期</h2>
</div><p>For the quarter, the company reported adjusted earnings per share (EPS) of $2.01, an increase of 26% from year-ago earnings of $1.60 and well above Wall Street’s expectations of $1.77 per share. Revenue rose 14% year over year (YOY) to $2.86 billion, topping analyst estimates by more than $57 million.</p>
<div class="lb-trans"><p>在本季度，該公司報告調整後的每股收益（EPS）為 2.01 美元，比去年同期的 1.60 美元增長了 26%，遠高於華爾街預期的每股 1.77 美元。收入同比增長 14%，達到 28.6 億美元，超過分析師預期超過 5700 萬美元。</p>
</div><p>Comparable-store (comp) sales increased 6% YOY, above the company’s guided range of 2% to 4%, while gross margin expanded 30 basis points to 44.1% of net sales.</p>
<div class="lb-trans"><p>同店銷售（comp）同比增長 6%，高於公司指導範圍的 2% 至 4%，而毛利率擴大了 30 個基點，達到淨銷售的 44.1%。</p>
</div><p>On the earnings call, Chief Executive Michael O’Sullivan noted, “These results add to an already very impressive track record of consistently converting sales growth into strong margin expansion and earnings flow-through,” noted Chief Executive Michael O’Sullivan on the earnings call.</p>
<div class="lb-trans"><p>在財報電話會議上，首席執行官邁克爾·奧沙利文（Michael O’Sullivan）指出：“這些結果進一步證明了我們在將銷售增長持續轉化為強勁的毛利擴張和盈利流入方面的卓越記錄。”</p>
</div><h2>Burlington Raises Full-Year Guidance on Strong Off-Price Demand</h2>
<div class="lb-trans"><h2>伯靈頓因強勁的折扣需求提高全年指引</h2>
</div><p>The company also issued second-quarter guidance and raised its full-year sales and earnings outlook. For Q2, Burlington expects comp sales growth of 1% to 3%, with total sales increasing 10% to 12%. Operating margin is expected to expand 30 to 60 basis points YOY, while adjusted EPS is forecast to be between $2.05 and $2.20.</p>
<div class="lb-trans"><p>該公司還發布了第二季度的指引，並提高了全年銷售和盈利展望。對於第二季度，伯靈頓預計同店銷售增長為 1% 至 3%，總銷售增長為 10% 至 12%。預計營業利潤率同比將擴大 30 至 60 個基點，而調整後的每股收益預計在 2.05 美元至 2.20 美元之間。</p>
</div><p>For the full year, Burlington now expects comp sales growth of 2% to 4%, up from prior guidance of 1% to 3%. Total sales are expected to rise 9% to 11%, up from the prior outlook of 8% to 10%, while adjusted EPS is projected between $11.45 and $11.80, above the previous forecast of $10.95 to $11.45. The company also noted it now expects its net new store openings to be 115, up from 110.</p>
<div class="lb-trans"><p>對於全年，伯靈頓現在預計同店銷售增長為 2% 至 4%，高於之前的 1% 至 3% 的指引。總銷售預計增長 9% 至 11%，高於之前的 8% 至 10% 的展望，而調整後的每股收益預計在 11.45 美元至 11.80 美元之間，高於之前的 10.95 美元至 11.45 美元的預測。該公司還指出，現在預計淨新店開設將為 115 家，高於之前的 110 家。</p>
</div><p>O’Sullivan also discussed how higher oil prices and the conflict in the Middle East have influenced the company’s outlook since the previous earnings call. Burlington remains optimistic about the second half of the year, though management is taking a more cautious view than it did in March because of higher gas prices and the potential impact on inflation.</p>
<div class="lb-trans"><p>奧沙利文還討論了更高的油價和中東衝突如何影響公司自上次財報電話會議以來的展望。儘管管理層對下半年的前景持樂觀態度，但由於油價上漲及其對通貨膨脹的潛在影響，管理層的看法比 3 月份更加謹慎。</p>
</div><p>Even so, O’Sullivan said a tougher consumer backdrop could work in Burlington’s favor if shoppers become more focused on value. &#34;In fact, as a value retailer, it could turn into an opportunity,&#34; he said.</p>
<div class="lb-trans"><p>儘管如此，奧沙利文表示，消費者環境的惡化可能對伯靈頓有利，如果購物者更加關注價值。“事實上，作為一家價值零售商，這可能會變成一個機會，” 他説。</p>
</div><h2>Shares Tumble Despite Strong Quarter and Better Outlook</h2>
<div class="lb-trans"><h2>儘管季度業績強勁和展望樂觀，股價仍大幅下跌</h2>
</div><p>Burlington may have cleared Wall Street’s estimates, but not necessarily the market’s expectations. After the report, BURL stock initially fell nearly 8%, trading near $300, before recovering much of that decline in subsequent trading.</p>
<div class="lb-trans"><p>伯靈頓可能超出了華爾街的預期，但不一定符合市場的期望。在報告發布後，BURL 股票最初下跌近 8%，交易接近 300 美元，隨後在隨後的交易中恢復了大部分跌幅。</p>
</div><h3>Burlington Stores, Inc. (BURL) Price Chart for Monday, June, 1, 2026</h3>
<div class="lb-trans"><h3>伯靈頓百貨公司（BURL）2026 年 6 月 1 日的價格走勢圖</h3>
</div><p>Ahead of the earnings release, the stock had been on a major multiyear run. After normalizing from pandemic-era highs, Burlington shares were trading around $110 in September 2022. Since then, the stock has surged roughly 175%, including a gain of more than 25% over the past year, leaving investors with a higher bar for another beat-and-raise quarter.</p>
<div class="lb-trans"><p>在財報發佈前，該股票經歷了多年的大幅上漲。在疫情高峰期正常化後，伯靈頓的股票在 2022 年 9 月交易約 110 美元。自那時以來，股票上漲了約 175%，包括過去一年超過 25% 的漲幅，使投資者對下一個超預期季度的期望提高。</p>
</div><p>The post-earnings sell-off comes shortly after Burlington shares hit a 52-week high above $351 in April, potentially signaling some profit-taking following the stock’s multiyear run. It may also indicate that investors were looking for stronger comp sales growth and a more robust outlook for comparable-store sales.</p>
<div class="lb-trans"><p>財報後的拋售發生在伯靈頓股票在 4 月份創下 52 周高點超過 351 美元之後，可能表明在股票經歷多年的上漲後出現了一些獲利了結。這也可能表明投資者希望看到更強的同店銷售增長和更強勁的同店銷售展望。</p>
</div><p>During the earnings call, one analyst questioned whether Burlington’s focus on earnings may have caused it to miss opportunities to drive additional comp growth in Q1. In response, O’Sullivan said, “I do think that we may have an opportunity to loosen our belts a notch and get slightly more aggressive on sales.”</p>
<div class="lb-trans"><p>在財報電話會議上，一位分析師質疑伯靈頓對盈利的關注是否導致其錯失了在第一季度推動額外同店增長的機會。對此，奧沙利文表示：“我確實認為我們可能有機會放鬆一些限制，稍微在銷售上變得更積極。”</p>
</div><h2>Burlington Sell-Off Contrasts With Off-Price Peers</h2>
<div class="lb-trans"><h2>伯靈頓的拋售與折扣同行形成對比</h2>
</div><p>The reaction to Burlington’s earnings was very different from some of its off-price peers, whose shares moved higher following their own better-than-expected earnings reports.</p>
<div class="lb-trans"><p>對伯靈頓業績的反應與一些折扣同行截然不同，這些同行在發佈超出預期的財報後股價上漲。</p>
</div><p>Shares of TJX Companies Inc. NYSE: TJX rose more than 5% after the company's recent earnings and revenue beats on May 20, while Ross Stores Inc. NASDAQ: ROST gained more than 8% two days later following its strong Q1 report.</p>
<div class="lb-trans"><p>TJX Companies Inc.（紐約證券交易所代碼：TJX）在 5 月 20 日發佈近期業績和收入超出預期後，股價上漲超過 5%；而 Ross Stores Inc.（納斯達克代碼：ROST）在兩天後發佈強勁的第一季度報告後上漲超過 8%。</p>
</div><p>In terms of valuation, the three stocks have similar price-to-earnings (P/E) ratios, with Burlington trading around 34x earnings, TJX at 30x, and Ross Stores at roughly 32x. The broader retail industry is trading at an average P/E ratio of 25x.</p>
<div class="lb-trans"><p>在估值方面，這三隻股票的市盈率（P/E）相似，伯靈頓的市盈率約為 34 倍，TJX 為 30 倍，Ross Stores 約為 32 倍。更廣泛的零售行業的平均市盈率為 25 倍。</p>
</div><p>Despite Burlington’s post-earnings decline, Wall Street analysts remain largely bullish on the stock.</p>
<div class="lb-trans"><p>儘管伯靈頓在財報後的下跌，華爾街分析師對該股票仍然保持樂觀。</p>
</div><p>Ahead of the report, the average 12-month price target stood around $357, implying more than 18% upside from current levels.</p>
<div class="lb-trans"><p>在報告發布前，12 個月的平均目標價約為 357 美元，意味着從當前水平有超過 18% 的上漲空間。</p>
</div><p>The stock currently carries a Moderate Buy consensus rating, based on 16 Buy ratings and five Hold ratings. The $351 analyst consensus price target implies about an 8% potential upside.</p>
<div class="lb-trans"><p>該股票目前的共識評級為適度買入，基於 16 個買入評級和 5 個持有評級。351 美元的分析師共識目標價意味着約 8% 的潛在上漲空間。</p>
</div><p>While Burlington’s latest quarter highlighted the continued strength of the off-price sector, the market reaction suggests investors may have been hoping for more signs of strength in comparable-store sales.</p>
<div class="lb-trans"><p>雖然伯靈頓最新的季度業績突顯了折扣行業的持續強勁，但市場反應表明投資者可能希望看到同店銷售的更強勁跡象。</p>
</div><p>Still, with consumers remaining focused on value amid economic uncertainty, Burlington could be well-positioned if bargain hunting continues to drive retail spending.</p>
<div class="lb-trans"><p>儘管如此，在經濟不確定性中，消費者仍然關注價值，如果尋求優惠的消費趨勢持續，伯靈頓可能處於良好位置。</p>
</div><h2>Should You Invest $1,000 in Burlington Stores Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在伯靈頓百貨嗎？</h2>
</div><p>Before you consider Burlington Stores, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮投資伯靈頓百貨之前，你需要聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Burlington Stores wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場注意到之前……而伯靈頓百貨並不在名單上。</p>
</div><p>While Burlington Stores currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然伯靈頓百貨目前在分析師中被評為適度買入，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

伯靈頓百貨的盈利超出預期，但未能滿足投資者的期望