Boot Barn Holdings Inc at ICR Conference Transcript

Jan 09, 2023 / 03:30PM GMT
Matt Boss - JPMorgan Chase & Co. - Equity Research Analyst

It's Matt Boss, retailing, department stores, and specialty softlines here at JPMorgan. I'm happy to introduce Jim Conroy, CEO of Boot Barn for this year's ICR conference today. Boot Barn is a high-growth retail story, 330 stores today with the ability to more than triple its store base over time.

Boot operates in a highly fragmented, $40 billion industry having comped roughly 10% over the past decade and recently accelerating store growth. As Jim will walk through, Boot has materially expanded its customer base and as well as its market share with multiyear target algorithm of 3% to 5% comps and 20% earnings growth unchanged.

With that, I'll pass it over to Jim.

Jim Conroy - Boot Barn Holdings, Inc. - President & CEO

Very good. Thanks very much, Matt. Thanks, everybody, for coming this morning. We're going to cover two different pieces of the presentation. The first piece is a short-term view on the most recent quarter. Our third quarter is our holiday quarter. And the second

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