96 annotations
the Sephora business has been incredibly good, to have a 20% comp in the stores in from 2021 -- in 2022
(No comment added)
Transcript
2023 Q2
16 Sep 23
our August to date sales are off to a good start
(No comment added)
Transcript
2023 Q2
16 Sep 23
You can see that June and July obviously were better than that. And I would say we feel good with the start we have in August.
(No comment added)
Transcript
2023 Q2
16 Sep 23
we had talked Q2 in May and we used the word slightly below
(No comment added)
Transcript
2023 Q2
16 Sep 23
that's been pretty consistent over the last probably four or five years that we've seen our AUR moving up
(No comment added)
Transcript
2023 Q2
16 Sep 23
We've seen AUR growth and that's really going to be a function of the effect of the brands that we're bringing in.
(No comment added)
Transcript
2023 Q2
16 Sep 23
February was the strongest performance. March was below our expectations, but April was in line.
(No comment added)
Transcript
2023 Q1
9 Jul 23
An increase in store traffic and higher units per transaction more than offset a lower average ticket driven by our clearance actions.
(No comment added)
Transcript
2023 Q1
9 Jul 23
delivering positive low single digits comparable sales growth
(No comment added)
Transcript
2023 Q1
9 Jul 23
shrink is just really ongoing
(No comment added)
Transcript
2022 Q3
12 Dec 22
We saw softness continue in November.
(No comment added)
Transcript
2022 Q3
12 Dec 22
we saw stable sales in August and September. It was a late part of October that we really saw softness
(No comment added)
Transcript
2022 Q3
12 Dec 22
Following fairly stable trends in August and September, sales decelerated in late October with softness continuing into November as compared to last year.
(No comment added)
Transcript
2022 Q3
12 Dec 22
the pack-and-hold is on the floor
(No comment added)
Transcript
2022 Q3
12 Dec 22
we expect to fully repay our revolver borrowings in early December
(No comment added)
Transcript
2022 Q3
12 Dec 22
we increased our usage of the revolver during the third quarter
(No comment added)
Transcript
2022 Q3
12 Dec 22
When compared to third quarter of 2019, inventory was flat.
(No comment added)
Transcript
2022 Q3
12 Dec 22
apparel and home goods, which are facing disproportionate pressure
(No comment added)
Transcript
2022 Q3
12 Dec 22
Persistently high inflation continues to dampen consumer spending
(No comment added)
Transcript
2022 Q3
12 Dec 22
Our margin continued to benefit from our pricing and promotional optimization strategies.
(No comment added)
Transcript
2022 Q3
12 Dec 22