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should we see the Mega hub model at some point roll out to Mexico and sort of replenish the stores more frequently?
How concerned are you that we could see another deferral cycle show up, maybe sometime in 2026?
Are there certain markets that have ticked down similar to what occurred back in mid-2017
Can you help us with details on the benefits you expect to see? How should those layer in as volumes ramp up?
are you getting to a point now where it's more normal to have multiple mega-hubs that are servicing a store location?
It's on renewal rates. The U.S. down about 10 basis points, worldwide flat. So is this the real bottom here
Regarding the personalization efforts, those seem to be working pretty well early on. How much further does that have
should we assume you're running at that level today? And as April progressed and we moved into the early Q2 period
Can you update us on where like-for-like inflation is running
Can you just help us understand how much of that is due to pricing? We have noticed some incremental price increases across the store
can you give us some of the customer numbers or maybe the makeup of those customers with what size they are in terms of annual revenues
Can you talk about the sales pull-forward if any, that you saw in that category?
should we expect any new buildings that come online to use those type of features? And is there any way you can quantify those benefits
If if there is a period where we do go into a you know, lower energy price environment and materially lower But what type of benefit could you have on the SG&A side?
My question is on agentic commerce and understanding this is exceptionally early. How do we think about the incrementality of those sales?
if we back some of these things out, why is the core business of Tractor sort of underperforming now?
We've noticed rollout of ammo dens in the ammunition category as part of our checks. Can you help us size the revenue opportunity
Can you walk us through why the magnitude of the change this year is so dramatic? Where is that capital shifting?
gross margins, which are down very slightly year-over-year this quarter. I think that was the first time since late 2022
walk us through your positioning on the full year guide