Loading…
Loading…
the latest mega hubs you are opening, the performance of those. I mean, how are those performing versus, you know, some of the maybe latest
what gives you confidence that it was indeed cooler weather versus some type of, like, tailing off, if you will, on the tax refund
How should we think about that? Improving trend and sales growth through the quarter with all this going on?
is there a way you can say it was, were the incremental tariffs a driver of sales?
Was there been a conscious decision to, so to say, invest some of that sales upside into other areas of the P&L
is there anything that really shifted here in the fiscal third quarter from the prior quarter, so to say, underpinning this better sales growth?
has anything changed here from your standpoint to suggest maybe a different elasticity of demand
was it was weather-related demand here in the period incremental? Did it potentially come at the expense of sales in future periods?
Where are we right now as far as dealing with tariffs, mitigation efforts?
What underpins that expected acceleration here through the balance of the quarter?
is Best Buy more focused on sales or really maintaining that gross margin rate and potentially sacrificing sales?
could you maybe describe better where you're seeing the efficiencies?
To what extent is there flexibility in your supply chain
is this more of a short-term phenomena where it maybe started a couple of quarters ago and now is correcting, or do you think there's actually some type of longer term
how should we be thinking about that? I mean have you noticed over time that your consumer acts different when gas prices spike
that was more of a challenge for Carvana in the fourth quarter. What changed? Why did that become a more challenging year in Q4 than it had been in Q3
as you're positioning inventories better you're seeing as you indicated that your shipping fees now are declining. So I mean clearly, that's a positive
where is AI helping my experience? And kind of how far along are you in this process now of integrating that technology?
is there anything you're seeing that's below the reported results that suggest a more difficult demand environment?
how should we think about particularly over the balance of this year, the new reconditioning capacity coming online
did you notice any type of demand choppiness just as consumers may be reacting one way or another to the tariff environment?
what type of incremental investment are you starting to think about just sort of -- in the business to support those type of volumes?
how should we think about, from your standpoint, the trajectory there kind of the puts and takes both near and maybe longer term on the retail GPU?
historically, how have higher gas prices impacted your consumer?
the business right now is running domestically at those comp store sales levels you saw in February, March?
any thoughts on, you know, what we're seeing now and, you know, what the adjustments that could spur within your business?
are you seeing some type of, you know, benefit, you know, as rates have started to move lower?
was there anything notable geographically you know, to maybe to help us break apart the benefits of normalizing or improving weather
do you see an opportunity for Lowe's to be able to take even more market share than had historically given its position as a skilled player?
how much longer can Lowe's continue to put up these substantial market share gains in pro?
is there anything you can see that, you know, may give us some indication that there is a, you know, we have hit some type of positive inflection
does the leadership change, change the timing or any aspects of those product launches?
why not at least initially or do more with price? And then secondly, as we look at the guidance now, sort of say the bigger disconnect between top and bottom line
is there a way to quantify -- I mean as you think about what the product -- particularly domestically, what the product is going to look like in early '25, I mean how different it's going to be tha...
heading in the right direction, but the process is taking longer than you initially expected
is that consistent with your prior plans? Or have you found something new as you've continued to work on the business
are you starting to identify more aggressively levers that could be pulled, so to the extent these pressures continue, that internally O'Reilly can start to manage these costs better?
is there a way to frame if it was a normalized, I guess, year-over-year change?
what you're kind of seeing here in the early part of fiscal '25 in Q1?
on any stack basis, it seems like the business is actually decelerated. So I guess my question will be two-fold