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The Investment Committee debate the latest Calls of the Day.

TORONTO, June 18, 2025 (GLOBE NEWSWIRE) -- Crown Realty Partners has acquired 1111 & 1122 International Boulevard, two prominent Class A office properties located in Burlington, Ontario, on behalf of Crown's fifth value-add fund, CR V LP totaling 271,571 square feet on 12.8 acres. Prominently located alongside the QEW and with convenient access to the Appleby GO Station, each property offers a premier suburban office experience with expansive outdoor space, on-site amenities, and a top-tier workplace environment.

I rate Burlington Stores as hold due to near-term execution risks, macro headwinds, and lack of clear catalysts for multiple expansion. While Burlington 2.0 initiatives and margin improvements are positives, flat same-store sales and potential share loss to TJX and ROST are concerning. Tariffs, inflation, and volatile freight costs pose significant risks to FY25 guidance, making management's assumptions appear optimistic.

Burlington Stores, Inc. BURL posted better-than-expected earnings for the first quarter on Thursday.

He was just an “average fellow,” he said, who worked hard and listened to his customers.

Burlington CEO Michael O'Sullivan briefed investors on the state of the consumer and industry during the retailer's first-quarter conference call Thursday, noting that the off-price retailer's comparable sales have slowed since the final quarter of 2024, coming in about even with results a year ago.

Burlington Stores reports Q1 FY25 higher revenues and earnings, driven by strong merchandising, efficiency and store growth.

Burlington Stores, Inc. (NYSE:BURL ) Q1 2025 Earnings Conference Call May 29, 2025 8:30 AM ET Company Participants David Glick - Group Senior Vice President, Investor Relations and Treasurer Michael O'Sullivan - Chief Executive Officer Kristin Wolfe - EVP and Chief Financial Officer Conference Call Participants Matthew Boss - JP Morgan Ike Boruchow - Wells Fargo Lorraine Hutchinson - Bank of America John Kernan - TD Cowen Alex Straton - Morgan Stanley Brooke Roach - Goldman Sachs Dana Telsey - Telsey Advisory Group Operator Hello, everyone, and, welcome to Burlington Stores Inc. First Quarter 2025 Earnings Call. Please note that this call is being recorded.

Burlington Stores, Inc. navigates tariff and macro uncertainty well, delivering growth despite headwinds, but valuation limits upside. Q1 results showed 5.9% revenue growth, flat comps at guidance midpoint, and improved gross margins, demonstrating resilience in a tough retail environment. Inventory management remains strong, with opportunistic buying ahead of tariffs and a healthy balance sheet supporting ongoing share repurchases.

Burlington Stores (BURL) Thursday reported first-quarter profits that came in ahead of estimates, but said it expects tariffs to put "significant pressure" on its margins.