BOOT
ACCE-researchedOverview
ACCE thesis
Boot Barn operates 400+ western and work wear stores across the US, selling boots, apparel, and accessories from brands like Ariat, Carhartt, and Wrangler to ranchers, construction workers, and fashion-conscious consumers. The company benefits from the structural shift toward casual dress codes and the growing popularity of western fashion among younger demographics, particularly in expanding Sun Belt markets. Management targets 900 total stores by 2030, with new locations generating average annual sales of $2.8 million and reaching maturity within three years. Revenue jumped 16% last quarter while same-store sales climbed 5.8%, driven by exclusive product launches and the company's private label expansion. Trading at 15x forward earnings with 18.5% ROE, Boot Barn offers exposure to a fragmented market where the largest competitor has less than 2% share.
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Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| JD.L | JD Sports Fashion | $4.7B | 8.2 | 13.7% | 0.18 | 1.6% | - | Compare |
| AEO | American Eagle Outfitters Inc. Common Stock | $2.5B | 7.7 | 20.0% | 0.19 | 3.4% | - | Compare |
| ANF | Abercrombie & Fitch Company Common Stock | $5.8B | 12.0 | 40.6% | 0.17 | 0.0% | - | Compare |
| URBN | Urban Outfitters Inc. Common Stock | $6.4B | 11.9 | 20.9% | 0.08 | 0.0% | - | Compare |
| BKE | Buckle Inc. (The) Common Stock | $2.1B | 9.3 | 45.8% | 0.20 | 3.5% | - | Compare |
| GAP | Gap Inc. (The) Common Stock | $7.2B | 6.3 | 33.8% | 0.56 | 3.3% | - | Compare |
Sector report card
Where BOOT ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 14, 2026Boot Barn Holdings, Inc. Announces September Conference Schedule
- Business Wire•Jul 22, 2026Boot Barn Holdings, Inc. to Report First Quarter Fiscal Year 2027 Results on July 29, 2026
- Business Wire•May 7, 2026Boot Barn Holdings, Inc. to Report Fourth Quarter and Fiscal Year 2026 Results on May 14, 2026
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