Michael O'Sullivan
Chief Executive Officer of Burlington Stores, leading the off-price retail chain known for value-focused merchandising and recent strong earnings growth; discussed tariff response, assortment remixing, and consumer behavior in the episode.
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Mar 13, 2026 • 10min
Burlington CEO Michael O'Sullivan Talks Growth, Consumer Sentiment
Michael O'Sullivan, CEO of Burlington Stores, leads the off-price retail chain known for value-focused merchandising. He discusses tariff responses and how remixing assortment beat headwinds. He explains trading customers up instead of raising prices. He talks about consumer sentiment, gas-price effects, and why Burlington’s stock trails peers.
