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have you seen an improvement now as you have gotten later into May? And then how do we think about your expectations for the fourth quarter
continue to be strong on the core gross margin line. Should we expect that to perform in the fourth quarter
When we get to peak pricing, how do you think about elasticity of transactions
How would you assess where we are in the investment cycle? What inning are we in
do you have concerns that there could be some more price elasticity in the category?
Can you just elaborate a little bit more on what's driving that? And can it continue through the balance of fiscal 2026?
do you still see opportunity for merchandise margin improvement, I guess, specifically as you try to grow the commercial side
Could we get back to that double-digit growth rate as initiatives gain more traction and you see some higher same-SKU inflation
Sequentially, it looks like the comps got a little bit weaker. Now you called out some weakness in those first four weeks
Is there anything to call out there in terms of some of the fixed cost pressure in the business? Maybe wage inflation
Could you talk a little bit about the progression of ASP as we get into the second half of the year?
How has back-to-school kind of played out? Are you seeing a higher take rate from promotions across the industry?
can this be a material driver that the business can get back closer to a 5% operating margin in time?
how should we be thinking about the same-store sales cadence for the year?
have you seen any changes in consumer behavior or maybe from a competitive environment
Can you just help us understand the drivers to kind of comp the comp in the back half of the year?
you've talked about cannibalization to comps for the last couple of months. Do you expect that to be a headwind
First question just on how to think about ticket versus transactions within the outlook? Any cadence to be mindful of there? And then big ticket saw an inflection in '25. How do you see that perfor...
Should we expect any differences like first quarter comps versus second quarter? Just being mindful of the fact has snow caused any sort of disruption
should we think that original expectation of mid-single-digit growth for SRS stepping down to low single digits, is that kind of a run rate
How large will that be in the fourth quarter? And then we should be mindful that that's also a headwind to think about in the first half of next year
how does it inform your view on the shape of recovery in that large project activity?
the complexion of ticket and transaction, how does pricing fit into that equation?
what are you seeing right now in terms of the competitive environment when it comes to pricing?
When you look at performance by region, can you just help us understand how that played out?
Do you feel like we're at a point now where we should see sort of a a natural you know, return to a normal environment for pricing
I actually want to follow-up on Karen's question there and maybe dig into the SRS contribution a bit more
As you sit here today, it's tough to kind of call rates. But as you think about '25 would you think the housing backdrop turns a little bit more favorable for you
In the quarter, was there any mix pressure on gross margin from the higher hurricane related sales?
How do you view the risk of higher rates as an impact to your business
how do we think about the second half? What are some of the drivers to see some improvement in the second half
Should we expect share repurchases kind of take a backseat for the next couple of years?
what should we expect as a preliminary view of kind of gross margin and EBIT margin rate by adding FBM?
do you think the environment has gotten more competitive from retailers outside of the traditional home improvement channel?
Do you view this as the first of many, like basically do this acquisition grow some of the capabilities
would you expect any material change in kind of category performance across the business?
Are you seeing there? Do you think we're just kind of seeing natural replacement cycles, maybe some duress, some innovation?
Can you just help us understand where you are from a market share perspective maybe DIFM in like the Mid-Atlantic and Northeast, versus where you are from a market share perspective in some of your...
Will the first quarter be similar to the level of same-SKU inflation that you had in the fourth quarter?
do you see this as an opportunity to really accelerate share gains, work closer with the vendors, kind of take some share from customers out there?
What should we anticipate as a level of same-SKU inflation in the second half of the year?
I wanted to ask about the second half same-store sales outlook because it sounds like you're expecting to be down 1%
Should we anticipate gross margin decline in the first half? And then specifically on promotions, what gives you confidence that the promotions will be confined to the fourth quarter
why does the low end of the guide include a one comp? You know, quarter was back to algo
Can you just help us think to the flow-through to margins and then EPS? Maybe what drives upside to the gross margin in the back half?
Seems like the high end of the full year guide embeds a decel in the back half to get there.
the business decelerated a little bit there on the two-year stack. It's actually lagging the rest of the segments of the business
how you're thinking about the third quarter versus the fourth quarter in terms of same-store sales growth?
can you just clarify what is your tariff posture kind of embedded in the guide?
how do you think through if the consumer kind of weakens the levers to protect operating margin?