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can you just comment on the inventory ending in 4Q? How comfortable are you with that?
clearly, there's got to be some things that are not working. Could you just maybe help us what exactly are the parts that are lagging
is what you're seeing more broad-based? Is it more on the women's side, more on the men's side?
can you just maybe unpack some of the KPIs or whatever it is you look at that can kind of help us understand exactly why we should be confident that the negative comp trend will in fact inflect com...
if you're able to share when you believe that maybe that caveat won't be needed anymore, and you'll be able to better kinda hold momentum
was the comment meant to absolutely all three of those line items? Or was it really meant for revenue or gross margin
Is that relative to the $4.2 billion and expenses of last year because I know there was the restructuring charge
Are you essentially SG and A flat, so grosses or effectively flat, up 20% to down 20%
just how should we think about the trajectory of North America wholesale
Where how many stores is that rolled out to? How meaningful can that be, you know, or maybe over the next twelve months?
The margin degradation relative to 2Q is decently greater, but the revenue is pretty similar
I think you said in one of your answers, fuel is favorable to last year, but a headwind to 1Q and fiscal year margin. Did you mean tailwind
could you give us maybe an update on freight in the fourth quarter? And then maybe just high-level state of the union domestic and ocean into next year
are there categories that you've intentionally deemphasized or pushed harder because of tariffs because you look at the economics of each category
I was hoping you could elaborate a little bit more on freight. What exactly you kind of have been seeing in 1Q and then your forecast for 2Q
the macro in both of those key regions, Australia and Europe kind of curious if anything is changing for the better
how should we be thinking about the expectations for next year at Coach
China, 5% plus from low double. Pretty impressive. Can you elaborate on the strength and outperformance you're seeing in that region?
can you elaborate more on the drivers of the accelerated growth that you're seeing and really more about the sustainability of the momentum?
can you help us with the data or the new customer growth, anything you look at that gives you confidence in an ability to kind of lap the robust comps
What's driving it? I mean, especially at the Coach brand, I just don't think you guys have put up numbers like this in 20 years. What's driving it?
how much did the New York family and Tabby contribute to Coach's growth? What percent of sales do these two families represent?
Is it simple enough just to say if the deal did not go through, we should kind of take that number times two and that's what our expectation would be for the appetite
Any chance you could quantify it for the third quarter? Are you expecting benefits into the fourth quarter?
are you would it would you compare it to the back half? Of of twenty four? Just some clarity on how to think about merch for the year.