Boot Barn Holdings, Inc. (BOOT)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-30
$132.24+1.35%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-30
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Put BOOT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel Retail is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance slipped notably this past month, though still top-half.
View ThesisRevenue is growing steadily — about 17% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskBoot Barn’s e-commerce growth and store expansion need to sustain revenue growth as sales growth slows. Revenue grew 15.1% year over year in Q2 FY2027, down from 17.7% in Q1. Q2 FY2027 earnings beat consensus, though recent financial performance slipped notably this past month. BOOT trades at 17× P/E versus the 15.7× peer median, and its 21.4× historical multiple. The price reflects less growth than our forecast, leaving expectations modest versus our view. A 33% next-quarter miss probability and softer sales outlook threaten execution. Peer multiples imply a price about 8% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. BOOT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering BOOT (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for BOOT in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BOOT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put BOOT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve 14% to 16% revenue growth in fiscal year 2027
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $132.24
The last 12 months of price, then the range of analyst 12-month targets from today’s $132.24.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Official FY2027 outlook targets $2.6B sales and 75–80 new stores, supporting growth objectives.
Advances: Achieve 14% to 16% revenue growth in fiscal year 2027
Reported margin gains and store expansion support growth objectives, though slowing trends temper the fiscal 2027 outlook.
Advances: Achieve 14% to 16% revenue growth in fiscal year 2027
Revenue and EPS beat estimates, supporting growth execution, though the revenue beat was modest.
Threatens: Achieve 14% to 16% revenue growth in fiscal year 2027
EPS beat but revenue missed estimates, presenting a near-term growth headwind.
Advances: Expand e-commerce same store sales by double digits
E-commerce growth supports revenue objectives.
Threatens: Expand e-commerce same store sales by double digits
Same-store sales growth below expectations may hinder e-commerce goals.
Advances: Achieve 14% to 16% revenue growth in fiscal year 2027
Strong expansion aligns with revenue growth objective.
Geopolitical tensions may impact consumer spending.