BOOT BARN HOLDINGS, INC.
In the published model solve dated 2026-Q2, anchored at $154.85, BOOT BARN HOLDINGS, INC. (BOOT) is priced for +24.7% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Physical stores are the growth engine, and the 10-K counts them: ⟦"we have successfully added, on a net basis, 194 new stores through organic growth"⟧, with a record 80 opened in fiscal 2026 alone [Source: Q4 and fiscal 2026 results release, May 14, 2026]. • The specific risk is that existing stores are slowing while the price assumes the whole company keeps compounding: management guides fiscal 2027 same-store sales to 2.0% to 4.0%, against 7.2% delivered in fiscal 2026 [Source: fiscal 2027 g
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438 institutional managers reported holding BOOT in 13F filings for the quarter ended 2026-03-31. 59 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BOOT's share count grew 3.8% over the past five years even with $50.51M spent on repurchases. It pays no dividend. Cash returned over the past three years: $50.51M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BOOT over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BOOT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | +9.9% | -16.8% |
| 2023-11-03 | +9.8% | -5.1% |
| 2024-02-02 | +7.1% | +22.6% |
| 2024-05-16 | +2.9% | +7.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BOOT's latest 8-K filings: 2026-08-27 (items 5.02, 5.07, 9.01); 2026-07-29 (items 1.01, 2.02, 2.03, 7.01, 9.01); 2026-05-14 (items 2.02, 7.01, 9.01); 2026-02-04 (items 2.02, 7.01, 9.01); 2026-01-09 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.