Loading…
Loading…
are you seeing any improvement in your base business as you've put these new products into the assortment 1Q to date?
When do you think the product assortment will be appropriate to deliver a return to inflection in North America growth?
Are these businesses large enough that you think that they warrant a reset in order to let the new product innovation shine
How are you thinking about the time line that it might take for new innovation to scale in your spring '26 innovation pipeline
can you elaborate on your latest thoughts about returning the U.S. business to sustainable comp growth
can you elaborate on the plans that you have embedded in your guidance for tariffs this year?
Are you seeing the response that you're hoping to get as you build into some of these additional customer acquisition vehicles
can you speak to your learnings on the increased investment in marketing spent this year? How should we be thinking about advertising and marketing going forward as a percent of sales
opportunity to stabilize the Sportswear business
how much of the pressure is attributable to the strategic reduction in promotion
your thoughts on the China marketplace and the opportunity to drive full recovery there over time
How do you feel about the strength of your innovation team and the pipeline ahead
you could speak to any specific actions that you'll be taking either in the North America or Greater China geographies
curious what you are seeing today from your wholesale partners and how much of the normalization is conservatism
you're quickly achieving your twenty-eight Investor Day targeted operating margin expansion. Do you see further operating margin expansion opportunity
what the plan is for this holiday and what you're looking to do if the consumer does look to get a little bit weaker
how close are we to optimal discount rates overall and what are the plans for pricing and promotions
I was hoping you could reflect on what is working very well in marketing today and what we should expect might change
I was hoping you could put finer point on your expectations for fuel surcharges for the year
are you seeing any shifts in the age or household income demographic of your customer base?
I wanted to get your thoughts on Ross Stores, Inc.'s approach to value gaps into holiday and 2026 as market prices move up
Are you seeing any increased signs of consumer trade down activity or changes in the demographic mix of consumers
Are there any opportunities for you to shift assortment either within categories or within subcategories to try and minimize the sourcing impact
Is dd seeing the same slowdown that the rest of Ross stores is seeing? And how would you describe demographic changes
Outside of the weather events that we saw this quarter, have you seen any change in the way that the consumer is engaging with the brand?
Can you help us understand the magnitude of the fuel headwind that you expect particularly into the back half of the year?
I'm asking what the forward merchandise margin improvement is based on where you see the biggest opportunity
what gives you confidence in continuing to deliver the comp momentum as we come up into a tough compare for the holiday season
as pricing in the industry has begun to increase, are you seeing an acceleration of market share gains as consumers look for value at TJX
your expectations for continued expansion in merchandise margins, can you contextualize what you're embedding in your outlook for merch margin expansion
how you're thinking about your current exposure to direct imports from certain countries such as China
What gives you confidence that the Coach brand can sustain its strong growth momentum in North America? Particularly as you begin to cycle very tough comparisons
I was hoping you could speak to customer acquisition and retention that you're seeing across various income cohorts
Can you help us unpack your outlook for fiscal '26 and what you're seeing in the business right now?
How are unit volumes trending at the Coach brand, both in North America and internationally?
What's working specifically there? What's changing in the execution of your and mortar strategy for Coach