67 annotations
Page 3 of 4
Not terribly different than a quarter ago
(No comment added)
Transcript
2023 Q2
13 May 23
do you think the consumers deteriorated at all?
(No comment added)
Transcript
2023 Q2
13 May 23
most of that was on the traffic side rather than ticket side
(No comment added)
Transcript
2023 Q2
6 Mar 23
February's results for both the U.S. and Total Company were negatively impacted by approximately 1%, we estimate, as a result of substantially worse weather this year over year
(No comment added)
Transcript
2023 Q2
6 Mar 23
on the U.S., as reported, 3.4%
(No comment added)
Transcript
2023 Q2
6 Mar 23
It's mix. Yes, it's mix.
(No comment added)
Transcript
2023 Q2
6 Mar 23
It's 100% ASP. Got it.
(No comment added)
Transcript
2023 Q2
6 Mar 23
if the comp is running 6 and inflation is running 6, but traffic is up 3, then items in basket would be down 3?
(No comment added)
Transcript
2023 Q2
6 Mar 23
for Total Company, 5.2% reported
(No comment added)
Transcript
2023 Q2
6 Mar 23
in the U.S., 5.7% for the 12-week period
(No comment added)
Transcript
2023 Q2
6 Mar 23
Our comp traffic or frequency in February was up 4.9% worldwide and 3.1% in the U.S.
(No comment added)
Transcript
2023 Q2
6 Mar 23
Foreign currencies relative to the dollar negatively impacted sales by approximately 1.8%, and gasoline price inflation positively impacted sales very slightly by approximately 0.2%.
(No comment added)
Transcript
2023 Q2
6 Mar 23
Our average transaction or ticket was up 0.2% worldwide and up 1.9% in the U.S. during Q2.
(No comment added)
Transcript
2023 Q2
6 Mar 23
traffic or shopping frequency increased 5% worldwide and 3.7% in the United States
(No comment added)
Transcript
2023 Q2
6 Mar 23
food and sundries and health and beauty aids and fresh foods, which is really driving the cart right now more so than it has in the past
(No comment added)
Transcript
2023 Q2
3 Mar 23
we've seen some weakness in what I'll call big-ticket discretionary items
(No comment added)
Transcript
2023 Q2
3 Mar 23
raffic seems to be growing closer to 2% now in the U.S.
(No comment added)
Transcript
2023 Q1
13 Dec 22
We too saw the metrics of a little bit higher percentage of higher income people coming in,
(No comment added)
Transcript
2023 Q1
13 Dec 22
Food and sundries is still up more than non-foods,
(No comment added)
Transcript
2023 Q1
13 Dec 22
The largest e-comm merchandise department majors, which includes consumer electronics and appliances, which represents over 40 -- close to 40% to 50% of our -- over 40% of our e-com volume was down in the high single digits. Subsequent to quarter end, we did have our two biggest e-comm selling days in our company history, both on Black Friday and Cyber Monday.
(No comment added)
Transcript
2023 Q1
13 Dec 22