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Burlington Stores: Near-Term Uncertainty Puts Risk To FY2025 Guidance

I give a hold rating for Burlington Stores (NYSE: BURL ) as near-term execution and macro headwinds introduce too much uncertainty. While the 2.0 initiatives are positive, SSSG is flat, and early signs of share loss to peers likeI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit ec ...