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🔹 Revenue: $10.44B (Est. $10.28B) 🟢
🔹 Adj. EPS: $1.78 (Est. $1.47) 🟢
🔹 Same-Store Sales: +2.4%
Other Key Q1 Metrics:
🔹 Net Income: $391.9M (+7.9% YoY)
🔹 Operating Profit: $576.1M (+5.5% YoY)
🔹 Gross Margin: 31.0% (+78 bps YoY)
🔹 SG&A as % of Sales: 25.4% (+77 bps YoY)
🔹 Cash Flow from Ops: $847.2M (+27.6% YoY)
Inventory & Capex:
🔹 Merchandise Inventory: $6.6B (–7% YoY per store)
🔹 Capex: $291M
▪️ New Stores Opened: 156
▪️ Remodels: 668 (Elevate), 559 (Renovate)
▪️ Relocations: 23
FY25 Guidance (Raised):
🔹 Revenue Growth: +3.7% to +4.7% (Prev: +3.4% to +4.4%) 🟢
🔹 Comp Sales: +1.5% to +2.5% (Prev: +1.2% to +2.2%) 🟢
🔹 EPS: $5.20 to $5.80 (Prev: $5.10 to $5.80) 🟢
🔹 Capex: $1.3B–$1.4B (unchanged)
🔹 Real Estate Projects: ~4,885
▪️ ~575 new U.S. stores, 15 in Mexico
▪️ ~2,000 Renovate, ~2,250 Elevate, ~45 relocations
Dividend:
🔹 Quarterly Dividend: $0.59/share (Payable July 22, 2025)
#dg
Для обсуждения переходи в чат t.me/USstocksnews_chat
