Loading…
Loading…
as you look at the consumer out there, are you seeing any changes in behavior? Historically, when you see spikes in gas prices, do any parts of the portfolio typically benefit?
Just going back to organic sales growth expectations, you typically give it by segment. Updated thoughts for the year by segment, including for international?
on the international expansion, so far in Canada and Middle East, how is that going?
does anything change in terms of your priorities share buybacks versus M&A?
are you guys seeing any changes there, macro consumer-wise? And how do you feel about sustaining momentum in the International segment
Is there a way to quantify the magnitude of that headwind and then whether it was broad-based across retailers and categories
Now that the acquisition is closed, I would be just curious on what you see as, I guess, the bigger priorities for the balance of the year for that business
what do you see on the promotional backdrop in the quarter? And then how are you thinking -- and then do you expect the promotional backdrop to intensify from here?
is there any way to get updated expectations by segment and it's related to that do international play out with your expectations for Q1?
Just on HERO. So you’re in 40 countries going to 50 countries. Just curious if anything surprised you?
a lot of enthusiasm on the innovation. And I know I think you had a year with a double-digit decline. So how are you thinking about the Vitamin business from this year?
I was just curious if you are seeing any benefits in particular in any particular categories or services
going back to membership growth, so it's sub-5% this quarter. So if you could maybe walk through some of the dynamics
higher health care costs prevented your team from leveraging costs. So just curious about the dynamics there
just on the incremental hours P&L impact sounds like it's going well. Good sales lift and you're seeing good upgrades
just going back to core on core margin improvement. Gary, do you expect some of the positive drivers
going back to a 13 basis point headwind on the wage front, I think starting in March, is that headwind larger
go back to your comment to core margins ex gas were up seventeen basis points, and you called out mixed in credit card co-brand program
just from a modeling perspective, anything to highlight from a quarterly cadence perspective on the bottom line?
for Q4, it would be helpful to understand some of the puts and takes there you see on the gross margin line
as you look at the DoorDash and I guess Uber is still very early, but just any surprises or key learnings to date? And then, you know, as you've added Uber, like, how do you think about the increme...
I want to get a sense of your team's confidence in being able to sustain the comp momentum. And then during the quarter, was there anything that was surprising on the top line that you saw?
One is the latest on your store conditions at this point versus your expectations, inventory and stock staffing, et cetera. And secondly, related to that, just curious on the opportunities you stil...
I just wanted to go towards FY 2025. Any initial puts and takes you can provide?
SG&A deleveraged during the quarter. Can you speak to your confidence that SG&A can lever this year?
we recently observed some price increase in center-store food. So curious whether this was planned
how your team is thinking about the impacts to your business related to higher gas prices on the consumer front, some of the raw material impacts and higher freight costs
I think it would also be helpful if you can provide more color on the Q4 gross margin and also on the 170 basis points of SG&A deleverage
on the categories you took pricing related tariff and price increases. Just curious how that played out
Just given the current tariff backdrop, what inning do you think we are in terms of enacted pricing increases?
Just curious why the reiteration of the guidance versus maybe raising it? Does it reflect conservatism or maybe some high-level thoughts on why you maintain the range?
just any pause or negative surprise you're seeing with that format? And then as you look forward, what are the bigger opportunities to further optimize the performance?
do you expect to turn the corner from a growth perspective?
Hoping to get more color just in terms of some of the dynamics between sell in and sell out
I was just hoping to get more color on the interplay between gross margins and SG&A
if there's opportunities to further reduce CapEx to better align with the weaker earnings part of the business currently
I just wanted to start with the gross margin line. Better than expected performance in Q2.
just curious on your confidence in being able to drive that improvement as we get towards the back half of the year
would you expect to be closer to flat on the organic net sales line for Retail as you get towards the end of this fiscal year?
going back to your targets for $250 million-plus in operating income growth by FY '26, just given, I guess, the tariff and consumer backdrop, is your team still confident being able to deliver on t...
as you look at Foodservice and your Retail business, any changes in consumer behavior lately, positive or negative?
you've been now with the company for a few quarters, so I just want a sense from your perspective how the business has performed
Wanna get a sense of how you guys would think about the interplay between gross margin SG&A for Q2 and then for the balance of the year
I was hoping if you can go deeper into some of the variables to get you to low or high end of the range
Does anything change in terms of how to think about the baseline CapEx spending for the business?
now two consecutive quarters above 3%. How does your team feel about, you know, sustaining close to that level of momentum going forward?
the comment here appears more positive on retail media this quarter versus recent quarters. Is my understanding correct, and what do you think is driving that improved performance?
I was curious how that ramp is going versus expectations? And then related to Express Scripts, just curious if you're actually building in benefits for the remaining quarters on the top line?
Just on the tariff front, I know your guidance at least for inflation, does include the impacts of tariffs. But since it's starting up now, just want to get a sense of exposure there.
So just going back to your guidance, so you did narrow the operating profit ratio to the lower end of the range for the full year. So just curious what’s driving that.
just on the Boost membership, you added the Disney perk as well. Just overall, are you guys happy with the signups you’re seeing and the retention with that program?
Just curious how you feel about the lineup of partnerships as the year progresses? And then any sense of whether these partnerships have led to a new customer acquisition.
As you launched that beauty studio, what are you seeing so far from vendor interest? Like how is that progressing versus expectations?
what gives you overall confidence to be able to execute on so much at the same time, whether it's a beauty reset, baby reset, some of the home efforts?
just curious the key factors that can drive results closer to the high end of that range
Just curious whether you see a need to make additional labor investments to execute on those priorities
what are some of the key efforts, tactics to help drive stronger traffic and in-store trends?
What's your team's latest thoughts on the recovery in discretionary, do you expect a better outlook in 2025?
just curious, based on your current visibility into next year, just how do you feel about the pipeline out there?
just curious if there's anything surprising with the efforts under that plan versus your initial expectations.
if you're seeing any behavioral shifts of note, whether consumers are shopping maybe more online versus in-store
how do you feel about the sustainability of the top line momentum
the health of your inventory and in stocks as you enter the back half