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If same SKU inflation steps down by, call it, 250 or 300 basis points, in your fiscal fourth quarter
what is the comp waterfall contribution today just so we can better understand how the go forward contribution might be
can you help quantify the sales lift you are seeing in stores in a market where you open a Mega Hub
why was DIY's low point the middle four weeks, if I wrote that down right? And commercial's low point was the last four weeks
Can you quantify for us the comp contribution from those stores? Like is it something that's big enough that we could see it from the outside
is the improvement you referenced just fully due to easier comparisons?
There is a very large retailer out there that's become increasingly price competitive across a lot of product categories
can you talk about what you saw in the fourth quarter in big screen TV sales
What's the split of your exposure today to China versus other countries?
Can you just help us better understand that? Like is that just a function of -- is it vendors moving product around for you?
just a housekeeping item, how big was the tax settlement in the SG&A?
is it possible to estimate how much of that was driven by the earlier start to Black Friday
do you think Costco will ultimately need to build out your own 1P delivery
the last time you had this much cash on the balance sheet, you did pay out a special dividend. So is that something
another question on warehouse expansion. What are your latest thoughts around long term warehouse potential
is it possible that we're seeing the delayed benefits of people affected by the membership sharing
I think you guys have increased your EBIT margin on a year over year basis. Now by eight or maybe nine quarters in a row
if we get tariffs rolled into China, Mexico, Canada, would the strategy be more focused on, look, it is what it is
can you guys size the positive margin impact that the lower inventory levels have had on both markdown activity and shrink?
Today, we're seeing the opposite happen with traffic dropping in the last few quarters. Todd, why do you think that is playing out that way?
can you help us understand the progress that you've already made on improving the store standards
We saw a decline in inventory levels. Was there something kind of unique about this quarter in terms of timing
should we just expect 4Q and next year to have a similar mix of traffic and ticket that we saw in 3Q?
Can you provide more color or maybe some examples of what you're seeing at the consumer level that's making it more challenging and volatile than before?
You seem to be talking about it as kind of a onetime-ish item, but still guiding the full year to the same net income
What are you hearing just in terms of your conversations with your independents, given their appetite for inventory
any more detail around the profitability of your North American company-owned stores versus the independent biz?
can you help us better understand the margin pressures on the North American auto business? A 14% EBITDA decline against pretty soft performance in the prior year
can you give us an idea about the earnings contribution company-owned versus independents?
Is there a point in your estimation where the independents have to start building back up their inventory levels from where they are currently?
do we think that the independents have been losing market share? And like is there a way to potentially quantify that?
Can you guys just provide a bit more color on your expectations for same SKU inflation in the U.S. business?
North American comp growth has slowed further, and it is lagging a bunch of the other industry leaders
Is there a way to size up how much of your business is typically exposed to these bigger ticket projects?
Can you update us on that most recent performance and where you have rolled it out?
the 17 markets where you had extra capabilities rolled out for the complex Pro. Can we get an update
can you just comment on the expectations regarding SRS getting layered into the comp kind of mid 2Q
a a billion dollars of incremental sales in the seventeen markets where you've started to build out complex pro capabilities. How do you actually measure that
What what's the biggest sticking point as you roll this out? Is it building, especially, Salesforce?
can you guys give us an idea of the magnitude of difference in performance in the 17 markets where you rolled out incremental pro capabilities versus the rest of the base
is there a broader estimate for the weather impact in the quarter?
You had positive comps in 70% of your product categories, but the total comp for the quarter was 60 basis points
is there any way to kind of size the amount of your exposure to those bigger projects
how much of that mix do you think that generally represents? I know just changes quarter-to-quarter, but kind of on an annualized basis?
We saw 5.5% SG&A per store growth, but labor is by far your highest SG&A item
Based on your history, how long could we see some of these expenses, like the health care that you mentioned, continue to run above historical levels?
if SG&A per store growth is expected to moderate in 2H, does that also imply that's kind of the exit rate and we should expect more normalized SG&A growth as we roll into '27?
Any notable differences in terms of geographic performance given some of the weather patterns that we've seen?
Is there any difference on how you price or maybe even the timing between your DIY and commercial segment?
Contractors, comp transactions turn positive, if pet stays negative just given the frequency related to that category?
when you guys look at next year and the OI margin expansion you referenced, is the potential on the 2% plus comp coming from SG and A leverage? Is it coming from growth?
can you just provide maybe your broader latest thoughts around the competitive environment? Because it's not just Amazon, right?
can you help understand the total usage of 30 and 60 minutes deliveries, which I think are all fee generating
do you have a number for that this quarter? And then is it possible to rank the drivers between advertising membership