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Boot Barn Holdings BOOT Customer Loyalty Program — Deferred Revenue

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Other financials

Income statement

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Revenue$538.8M+18.7%
Gross profit$195.7M+16.1%
Operating income$57.2M+15.2%
Net income$44.4M+18.4%
EPS (diluted)$1.45+16.9%

Balance sheet

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Cash & equivalents$141.0M+102%
Total debt$773.5M+37.4%
Total equity$1.3B+16.6%
Total assets$2.5B+21.4%

Cash flow

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Operating cash flow-
CapEx$42.1M+5.5%
Free cash flow$148.0M+29.6%

Valuation

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Market cap$5.29B+35.5%
Enterprise value$5.92B+34.5%
P/E23.4×+1.8×
P/S2.4×+0.3×

Profitability

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Gross margin38.1%+0.6pp
Operating margin13.3%+0.7pp
Net margin10%+0.6pp
FCF margin1.4%

Returns & leverage

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Return on equity18.4%+1.0pp
Debt / equity0.6×+0.1×
Current ratio2.6×+0.2×

Where this comes from

Reported directly by Boot Barn Holdings in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiability.

The official record: Boot Barn Holdings’s 10-K, filed May 14, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Boot Barn Holdings's customer loyalty program — deferred revenue?
Boot Barn Holdings (BOOT) reported customer loyalty program — deferred revenue of $7.95M in Q1 2026.
How has Boot Barn Holdings's customer loyalty program — deferred revenue changed year-over-year?
Boot Barn Holdings's customer loyalty program — deferred revenue increased by 28.2% year-over-year, from $6.2M to $7.95M.
What is the long-term trend for Boot Barn Holdings's customer loyalty program — deferred revenue?
Over 4 years (2022 to 2026), Boot Barn Holdings's customer loyalty program — deferred revenue has grown at a 21.8% compound annual growth rate (CAGR), from $13.74M to $30.22M.
What does customer loyalty program — deferred revenue mean?
This metric represents the deferred revenue obligation arising from unredeemed points or rewards issued to customers through a loyalty program. It reflects the company's future performance obligation to provide goods or services at a discount or for free. A growing balance indicates increasing customer engagement with the loyalty program, though it also represents a future financial liability.