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are you doing any reassessing of your marketing, either dollars spent or types of marketing outreach
I was hoping to hear more about the Amex partnership. Can you quantify the impact to sales and margins?
Is there anything changing in your view of the investment needed to drive growth? Or is this just timing versus planned investments
Have you included any improvement from the choppy first quarter traffic performance in North America in the full year guidance?
can you talk about the reasons for the mid-teens inventory growth in the fourth quarter? How much of this is holding on to slower moving core versus chasing seasonal color and pattern?
performance in EMEA seems to have decoupled from some of the early successes you have seen in North America
Can you talk about the strategies that you're using to turn the digital business
Are you expecting the pressures to abate sequentially as the year progresses
provide a timeline on when you think classic shoe inventories will be clean in the wholesale channel
how much incremental pressure do you expect on 2026 sales? And based on your analysis of the pipeline
how comfortable you are with your inventory reserve levels and quality and ability to continue to chase into this 6% to 7% comp
What are the key factors driving the acceleration in the ladies business?
Can you talk about how this benefit has built over time and how much more opportunity you see going forward?
How is the customer responding? And do you expect prices to fully offset the tariff pressures by next year
The 2Q gross margin hit from tariffs that 90 to 120. It seems that that would include tariffs at peak rates
when I hear words like enhancing the store environment and developing the marketing muscle, I see dollar signs
do you view this as a multiyear merchandise margin headwind? And are there other offsets that you're working on to ease some of this pressure
are you seeing any change in behavior from your customer based on macro factors?
can you update us on pricing actions that you've taken? How is the customer reacting to some of the higher ticket prices? And is that reaction any different for different demographics
are there any categories or customer demographics where raising prices has been less successful? And how quickly can you pivot if you see pushback to some of this price over the holidays
Was pricing a key factor in your tariff mitigation in 2Q in a comp? And how has the customer reacted to some of these higher price points
can you just give us a little bit more context on what's changed, how your conversations have gone and what kind of pricing you think you may have to put in place
Are you seeing trade down at the higher end and then at the lower end of the assortment, how are customers reacting
Can you talk to the composition of the new customers that you're gaining by age and income level
I was hoping to ask for more details on the drivers of the 160 basis points of operating SG&A leverage this year
If the environment stays where it is today, can you provide some guard rails around what 2026 impacts might look like?
How do you balance their near-term success with also ensuring that the pipeline is full of new products to take over when those products pass peak?
Can you diagnose the key reasons for its recent declines and then talk to a timeline for stabilizing these sales trends?
Can you talk about what you're hearing from brands about pricing? The 3.8% ticket comp was very impressive. Do you think this might build in the coming quarters?
Can you talk about the locations of these stores, the sizes, and then expectations for performance of those new stores