Boot Barn Holdings, Inc. · NYSE:BOOT
Boot Barn — Q2 2027 Earnings Presentation
17 slides from Boot Barn's earnings presentation, Oct 28, 2026
Slide 1: Supplemental Financial Presentation October 2026
Offering everyone a piece of the American spirit—one handshake at a time. Supplemental Financial Presentation October 2026 0
Slide 2: Important Information
Important Information Forward-Looking Statements This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical fact included in this presentation are forward- looking statements. Forward-looking statements refer
Slide 3: Q2 Fiscal 2027 Results
Q2 Fiscal 2027 Results Q2 Total Sales ($M) Q2 Consolidated SSS% 15% Total Sales Growth vs. LY 10% Two-Year Stack 61.7% $582 $505 $426 $352 $374 $313 4.9% 8.4% 2.3% 1.4% -4.8% FY22 FY23 FY24 FY25 FY26 FY27 FY22 FY23 FY24 FY25 FY26 FY27 Q2 Merchandise Margin % Q2 EPS +440bps over Five Years1 26% Growt
Slide 4: Strategic Initiatives Update
Strategic Initiatives Update 1 New Stores 2 Same Store Sales 3 Omni-Channel 4 Merchandise Margin & Exclusive Brands 3
Slide 5: New Store Economics
1 New Store Economics Metrics Target Selling Square Feet ~12,000 Year 1 Net Sales ~$3.2M Net Capital Investment ~$0.9M Net Inventory Investment ~$0.8M Total Net Investment ~$1.7M Year 1 Cash on Cash Return ~53% Payback Period ~1.8 years Annual Store Count 1,200 FY27 new store openings plan increased
Slide 6: Annual Same Store Sales Growth
2 Annual Same Store Sales Growth Consolidated SSS% 53.7% 11.9% 10.0% 6.7% 7.3% 7.2% 5.2% 5.0% 5.5% 3.1% 2.0% 0.3% -0.1% -0.1% -6.2% 1 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 E 1Reflects the high end of the Company’s guidance range provided on its second quarter ear
Slide 7: Consolidated SSS% by Month
2 Consolidated SSS% by Month FY27 (Black Friday in Fiscal December) 5.0% 5.4% 3.4% 2.1% 2.0% 0.4% -0.3% 1 Apr May Jun Jul Aug Sep Oct FY26 (Black Friday in Fiscal December) 11.5% 11.3% 8.7% 8.4% 8.7% 8.8% 7.7% 6.1% 6.1% 6.7% 4.2% 4.5% Apr May Jun July Aug Sep Oct Nov Dec Jan Feb Mar FY25 (Black Frid
Slide 8: Store SSS% by Month
2 Store SSS% by Month Stores are ~91% of FY27 Q2 Sales FY27 (Black Friday in Fiscal December) 3.8% 3.1% 4.4% 1.8% 1.9% 0.5% -1.2% 1 Apr May Jun Jul Aug Sep Oct FY26 (Black Friday in Fiscal December) 9.8% 11.0% 11.2% 8.0% 7.9% 7.1% 6.9% 5.1% 5.9% 4.0% 3.5% 1.9% Apr May Jun July Aug Sep Oct Nov Dec Ja
Slide 9: E-commerce SSS% by Month
2 E-commerce SSS% by Month E-commerce is ~9% of FY27 Q2 Sales FY27 (Black Friday in Fiscal December) 18.3% 15.9% 9.8% 6.1% 4.8% 2.5% -0.9% 1 Apr May Jun Jul Aug Sep Oct FY26 (Black Friday in Fiscal December) 24.0% 23.6% 15.8% 16.1% 14.3% 17.1% 15.0% 14.5% 12.3% 12.5% 12.9% -0.4% Apr May Jun Jul Aug
Slide 10: B2B Relaunch
2 B2B Relaunch Now Live: BootBarnWorkforce.com 9
Slide 11: Omni-Channel Capabilities
3 Omni-Channel Capabilities Deliver Digital Experience in Drive Store Traffic Stores • Bring Long Tail to Stores • Mobile App • Ship to Store / BOPIS • Range Finder (AI-enabled) • Return in Store • WHIP (endless aisle) • Cassidy (in-store consumer AI solution) Fulfill Online Demand Drive Online Prof
Slide 12: Merchandise Margin Growth
4 Merchandise Margin Growth Annual Merchandise Margin Expansion (bps) +1,050bps of margin expansion over 10 years. ~100bps of average annual margin expansion. +140bps Margin Drivers +80bps • Better full-price selling • Buying economies of scale +130bps • Supply chain efficiencies • Volume discounts
Slide 13: Exclusive Brands Growth
4 Exclusive Brands Growth Exclusive Brands Penetration % Margin enhancement ~1,000bps vs. 3rd party brands 50.0% +220bps (50)bps +90bps +370bps +570bps +460bps +170bps +580bps +270bps +280bps +140bps +(40)bps +270bps +200bps 1 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY2
Slide 14: FY27 Guidance
FY27 Guidance 13
Slide 15: Full Year Fiscal 2027 Financial Guidance
Full Year Fiscal 2027 Financial Guidance Full Year FY27 Low-End High-End High-End Guidance Financial Guidance ($M) ($M) Comments vs. LY Total Net Sales $2,565 $2,593 Consolidated SSS% 0.8% 2.0% Store SSS% 0.5% 1.7% E-commerce SSS% 3.0% 4.0% Total Net Sales Growth % 14% 15% New Store Openings 75-80 7
Slide 16: Q3 Fiscal 2027 Financial Guidance
Q3 Fiscal 2027 Financial Guidance Q3 FY27 Low-End High-End Q3 FY26 High-End High-End Guidance Financial Guidance ($M) ($M) ($M) Δ ($M) Comments vs. LY Total Net Sales $785 $802 $706 $96 Consolidated SSS% (1.0)% 1.0% 5.7% Store SSS% (1.0)% 1.0% 3.7% E-commerce SSS% (1.0)% 1.0% 19.6% Total Net Sales G
Slide 17: investor.bootbarn.com
| A BOOT.BARN CSF investor bootbarn.com #/ | i A - Be