86 annotations
Page 2 of 5
I am also proud of how we grew, which in both -- which included both higher unit selling and higher AUR
(No comment added)
Transcript
2023 Q2
16 Sep 23
we're happy to see sales growth continue for Hollister brands into early August, we've seen nice traffic and conversion improvements across channels that tell us the customer is ready to shop
(No comment added)
Transcript
2023 Q2
16 Sep 23
these benefits were offset by higher cotton costs impacting the rate by around 180 basis points and 60 basis points from adverse impact from foreign currency
(No comment added)
Transcript
2023 Q2
16 Sep 23
we saw a freight benefit of approximately 340 basis points
(No comment added)
Transcript
2023 Q2
16 Sep 23
we saw a freight benefit of approximately 340 basis points
(No comment added)
Transcript
2023 Q2
16 Sep 23
we saw approximately 400 basis points contribution from better-than-expected AUR, driven by a higher mix of Abercrombie business for the total, lower promotional activity and some ticket benefits in Abercrombie
(No comment added)
Transcript
2023 Q2
16 Sep 23
we do have some of increased AUR planned for the back half.
(No comment added)
Transcript
2023 Q2
4 Sep 23
We want freight to be sticky, that's a little out of our control. Hopefully cotton is next.
(No comment added)
Transcript
2023 Q2
4 Sep 23
we want to make these changes sticky
(No comment added)
Transcript
2023 Q2
4 Sep 23
we've seen freight come back in pretty quickly as that markets really has come back in almost a 2029 -- 2019 levels
(No comment added)
Transcript
2023 Q2
4 Sep 23
We have no planned ticket increases as we go through the back half.
(No comment added)
Transcript
2023 Q2
4 Sep 23
As we think about the rest of the year, we're not assuming AUR growth the rest of the year.
(No comment added)
Transcript
2023 Q1
9 Jul 23
Our rate was 61% compared to 55.3% last year.
Looking at the key drivers of the 570 basis point improvement, approximately 230 basis points came from AUR growth
(No comment added)
Transcript
2023 Q1
9 Jul 23
AUR is now up significantly from pre-pandemic levels
(No comment added)
Transcript
2023 Q1
9 Jul 23
Across genders, AUR was up nicely, representing the highest level since 2005 and meaningfully contributing to our overall growth profit rate improvement.
(No comment added)
Transcript
2023 Q1
9 Jul 23
we were able to prudently take tickets up last year in certain places. We don't have any aspirations to continue to take tickets up as we go through the year
(No comment added)
Transcript
2023 Q1
9 Jul 23
dresses were, as we mentioned, a record for us for Q2
(No comment added)
Transcript
2022 Q2
7 Sep 22
92% of our inventory is current, and we define current inventory by goods that are long life, goods that are early but actually have not even been set yet as well current goods.
(No comment added)
Transcript
2022 Q2
7 Sep 22
At Abercrombie, we've tweaked back half receipts to reflect the potential for that customer to become more impacted by inflationary pressures.
(No comment added)
Transcript
2022 Q2
7 Sep 22
Demand has moved out of bottoms, which has been a top-performing category over the last several years into tops and dresses.
(No comment added)
Transcript
2022 Q2
7 Sep 22