Boot Barn Holdings (BOOT) Gained from Greater Transaction Volumes and New Store Openings

2 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:55 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted Boot Barn Holdings, Inc. (NYSE:BOOT). Boot Barn Holdings, Inc. (NYSE:BOOT) is the largest retail concatenation that focuses connected selling occidental and work-related footwear, apparel, and accessories. On April 1, 2026, Boot Barn Holdings, Inc. (NYSE:BOOT) closed astatine $143.51 per share. One-month instrumentality of Boot Barn Holdings, Inc. (NYSE:BOOT) was -26.23%, and its shares gained 46.80% implicit the past 52 weeks. Boot Barn Holdings, Inc. (NYSE:BOOT) has a marketplace capitalization of $4.38 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Boot Barn Holdings, Inc. (NYSE:BOOT) successful its 4th fourth 2025 capitalist letter:

"Our preferences successful the Consumer-oriented sectors thin toward value-oriented oregon specialty retailers, franchise models, premium brands, oregon enactment services for different user companies. Kicking disconnected the contributors this 4th was Boot Barn Holdings, Inc. (NYSE:BOOT), the person successful a highly fragmented retail conception focused connected occidental and enactment footwear, apparel, and accessories. Early successful the quarter, Boot Barn’s revenues and net handily exceeded estimates, with greater transaction volumes and caller store openings. Boot Barn accrued its guidance for the adjacent fiscal year—including the fig of caller stores—and expects nary disruption from planned terms increases successful mid-2026. Though its shares gained 6%, the underlying volatility was meaningful arsenic sentiment began to shift. We grew acrophobic that the adjacent study from Boot mightiness see slower maturation and cautious near-term guidance, truthful we trimmed our position, yet exiting wholly successful aboriginal January."

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