Bret Jordan

1 of your peers seems to be cutting back on national account business a little bit. Is that something that you are seeing

how you see same SKU inflation in the second half of 2026 and obviously some concerns around supply chain and lubricants

expectation? I think you said it would be with you mid-single-digit going forward, so maybe the rest of the fiscal year

Are you seeing any signs of incremental traction and, I guess, sort of a similar theme, the weather that we have seen here in the last six or eight weeks

parse out what might be national account versus domestic

stores now that it's become a very you know, I guess, a more significant item, you know, as as far as the ramp and then incremental investment that's required

It's sounding from some of the WDs like they're seeing a fair amount more price than that. Is that your supply chain allowing you to sort of get to market

Is there anything either internally that you're doing to drive that? Are you seeing sort of green shoots as far as that consumer base?

Is that 3% assuming pricing pass-through? Or would tariff be incremental to that expectation

Could you just give us a quick refresher as it relates to the tariffs, source of origin for your primary import countries?

is there sort of a tipping point where you start getting better leverage of the distribution expense

Was there anything beyond the accelerating store growth or Hub openings that was investing? Is it technology?

could you talk a little bit about what you're seeing on the West Coast as one of your peers, is shutting stores

could you talk about the cadence of the first quarter, I guess into the second quarter?

Did you give us an update on how CDS has been doing?

Do you think it's becoming more price competitive as the other player in the space doing, I guess, either rebating or discounting

non-insurance CDS versus Blue Card, if you give us sort of a of size rough estimate sort of versus each other

You have any thoughts on what you're seeing around autonomous vehicle? Obviously, it's it's pretty much in its infancy

You see any near term either insurance company behavior changes that might change you know, who's winning or losing share

as it goes to consignment, does that allow it to accelerate faster just because it's more efficient to get the unit?

was there an abnormal spike in the prior year? Or is it just tougher to get that volume since it's such sort of a one-off acquisition

I think you said a lot of that $36 million was specialty sales team growth that might recede over the next 12 months

How does that compare to your market share in Florida? Is it an example that you are just cross collecting and processing cars faster

Is Title Express playing a role in that salvage title, or is it just the state is more cooperative than others?

you also called out strength in U.K. and Germany. How does that trend compare to the underlying market?

On the national account strength you commented on, are you seeing relative outperformance of national accounts?

Could you give us a little more color on the European backdrop, I guess, or regional performance, competitive landscape

early thoughts on the dividend policy for the [ spincos ]

do you see one of them needing more catch-up investment than the other?

European regional performance

have you seen any either increased risk spread pricing from the banks or any less willingness to participate on the payables model?

Should we expect the sell-in to accelerate in the fourth quarter just given the fact that they would seem to be -- they have sold more in the third quarter than they took?

is that sort of in line with what they're seeing from sellout and their inventory levels are generally stable, or are they destocking to some extent?

how do you see the cadence of these price tailwinds into the second half? It sounds like we might see a few points price, but is it really built into the fourth quarter?

Are you seeing that you're being able to attach full margin to the inflation? Like you said earlier, the pricing in the market's rational

Are you seeing share gain over there? Is this you know leverage of the private label program?

Did you talk a little bit about what you saw for inflation in the first quarter in a both motion and the automotive business?

you talked about internal metrics that you were working on the DCs that, had picked up 800 basis points. Could you talk about what were those

you talked about a tool offering. Is there any more color we could get on that? Is that a new category for '25?

On the private label discussion, you talked about getting over 50%. I guess, is there a reasonable target for that

Do you think—you called out some supply chain impact. Is that likely just to be seeing significant price inflation? Or are there issues

are supply chains in the industry sort of creating a delta between your expectations maybe versus a peer

are you buying ahead of expected further price increases sort of getting a lower cost inventory into the DC ahead of additional expansion?

did you see any disruption in the west given the store closures that one of your peers is executing out there?

There's a lot of chatter in the fourth quarter about nontraditional retail competition. Are you seeing anything changing around the DIY market

what the contribution of car count versus price is in sort of the underlying industry growth?

you talked about heavy-duty sort of specifically within that sort of the stronger categories. Do you think you're seeing a cyclical trend there

you talked about green shoots a couple of times. Could you talk about maybe the cadence of the quarter

Could you talk about the cadence of the tool sales off the truck in the quarter? Mechanic feeling I guess you've always talked about

what do you see same SKU inflation, contributing to growth in '26? Yeah. Just from a pricing outlook standpoint

any color as far as, like, what the attendance is looking like? I mean, it's coming up in a month or so

on the relative strength of international tools versus U.S., I mean, sort of what do you attribute that to? Is there less competition?

Let me throw the tariff question out there for you. And I guess sort of relative positioning around what may or may not happen here