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where are you seeing the progress? And would you be willing to share some updated figures on how you're thinking about the gross net impact both this year and next year?
wondering if you are seeing any indications of shifts in consumer behavior as the inflationary pressures have picked up
could give us an update on the branded apparel rollout How broad is the strategy beyond ladies at this point
Is that a function of the markets you're entering that are perhaps higher rent, but structurally higher sales per square foot?
I was hoping you could update us on the mitigation efforts, you know, what's working, what's giving you the comfort with your ability to fully offset
any update on the actions you're taking that are working here as we think about better buying, category flexibility, price
unpack how you're thinking about inventory availability, anything you're seeing right now that is leading to maybe some concern
you said merchandise margins are expected to be relatively neutral for the year. What's the takeaway there just with respect to the merchandising strategy
speak a little bit more to your areas of focus as you transition your responsibilities
if you perform in line with what you did in Q1 from a buying execution standpoint, would that be upside
if there's any change by market or category as some of the macro uncertainty has picked up
on segment margins, the delta between HomeGoods and Marmaxx is the narrowest we've seen in some time. Just talk about the key drivers to narrowing that gap and whether you expect that convergence t...
how are you thinking about AUR in 2026? And the strong mark on performance, what's driving that?
on gross margin, can you talk about what's driving the outperformance on the operational side?
any more color that you can share on the performance of the collection product in outlet? Where is that mix? Where do you think it can go?
Is it the same product that's hitting at the same time across the globe here? And then China, obviously nice momentum currently
did digital outpace brick and mortar for both retail and outlet? And then what are your current thoughts on the distribution footprint for North America
that is a touch below the long-term framework. So I was hoping you could just give us a little bit more detail on the factors driving that.
should we think that there's enough margin tailwinds from the core strength through Ulta Unleashed some of these new investments
Maybe speak to some of the drivers to acceleration there that are unique to e-commerce.
is how does that compare to your underlying assumptions for the beauty category? In 2025?