Alex Straton

Is that the right mix, do you think over time? And are there any differences by geography?

do newness levels stand in total? Like, are they back where you want them to be?

Can you just elaborate a little bit around how you define modest, and should that be consistent throughout the year

do you view this kind of as a bottom for that geography and should it improve from here? And maybe thoughts on the longer-term growth rate of that business?

is there any reason why this business like should not be a double-digit margin business

as you've kind of returned to that channel and gotten back in the mix, I'm just curious, your biggest learnings there

Did any changes there play a role in the comp acceleration? Maybe how do you gauge effectiveness of those strategies?

is higher branded mix a permanent margin headwind to the business? Or do you see scope for it to eventually drive total profitability higher

where that stands now, if the mix is where you want it to be, and if it does still remain a margin drag

Can you just go through what guidance assumes as it relates to freight. It just seems like that might be a source of pressure

Is it correct that the outlook hasn't changed much from last time we spoke except for the packaway shift?

just on the gross margin guidance for the fourth quarter, can you talk about what changes to make that year over year expansion a little bit less than what we've seen in the last couple of quarters

I'm wondering if you could kind of break that down for us at Marmaxx and and how you think exposure can change over time

Can you just talk about how you think about the margin trajectory of that business for the rest of the year

My question is on segment margins. You closed the margin gap

talk about the profitability improvement there and how you guys have been able to drive that to such a nice level

it looks like you're assuming gross margin falls a bit after expansion in the first quarter. Can you just walk through kind of the puts and takes and the factors there