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There's been a lot of noise in January and February on the weather, whether there was a net benefit to January
it looks like executive members per week grew at an accelerated pace from 4Q to January
So my question has to do with the extended member hours. To what extent do you think that
when Ron, when you mentioned that it improved in the latter half of the latter part of the quarter, is that
do you think about the 8+% core comp that you saw in the month of February? Did you see any weather headwinds
why wouldn't we think that the launch point into 2026 is, sort of one, or if not better, than this 1%
is there anything like unique that we should think about that this is not -- this is or is not the right level to start to think about building the business
there are a number of like puts and takes on in the back half around comp cadence that I'd love for you to talk about
Could you compare and contrast the business relative to the roofing business, which is SRS's largest vertical?
SG&A, I think, grew 12% year-over-year this quarter. That was a pretty sizable step up from the underlying growth rate
there's a lot of noise out there with the weather, which you called out, perhaps some CNN effect given the news cycle
do you think, you know, that the weather had any influence on the business in in January in in any comment on exit rate
Appliances were paint was up. You know, was that was that volume driven? And and to what extent do you think the category was up versus Home Depot
we haven't had a winter like this in perhaps a decade. You also have a larger relative, you know, outdoor business relative to your peers. Is there an analog?
do you think the demand in the category is just starting to elevate at the margin?
kitchen and bath, I think you said it was positive looking back, it seems like you'd have to go all the way back to 1Q '23. What's changed there?
is the flat guide for the fourth quarter simply just like, hey, there's uncertainty and there's a harder compare
Did all of that happen? And is it fair to say that weather was net neutral or do you think it was maybe a tailwind or headwind
does these acquisitions, do you sort of like the investment in fulfillment and branches and warehouses grow with the business?
Does that remain your expectation, given where tariff rates sit? And then there's never been so much focus on inventory accounting methods
do you think there was any impact to the business related to weather in the first quarter? Mid-single digits, very strong
did you see election deferral? Was there any weather benefit sort of or weather benefit that maybe helped November and December?
Can you talk about the shape of gross margin over there? You are still expecting, I think, the vendor clawbacks to cycle into the first half
the progression of marketplace growth
The low single-digit performance in Walmart U.S.
your largest competitor expanding grocery delivery
strong gains with upper income households