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🔹 Revenue: $2.4B (Est. $2.36B) 🟢; UP +7% YoY (or +8% on cc)
🔹 EPS: $2.60 (Est. $2.58) 🟢
🔹 Comparable Sales: UP +1%
Q1 Geographic Performance
🔹 Americas Revenue: UP +3% YoY (or +4% cc)
🔹 International Revenue: UP +19% YoY (or +20% cc)
🔹 Americas Comparable Sales: DOWN -2% (or -1% cc)
🔹 International Comparable Sales: UP +6% (or +7% cc)
Other Key Q1 Metrics:
🔹 Gross Profit: $1.4B; UP +8% YoY
🔹 Gross Margin: 58.3% (UP +60 bps YoY)
🔹 Operating Income: $438.6M; UP +1% YoY
🔹 Operating Margin: 18.5% (DOWN -110 bps YoY)
🔹 Effective Tax Rate: 30.2% (vs. 29.5% YoY)
🔹 Shares Repurchased: 1.4M shares for $430.4M
🔹 Cash & Cash Equivalents: $1.3B
🔹 Total Stores: 770 (Net +3 stores in Q1)
🔹 Inventory: $1.7B; UP +23% YoY (UP +16% on unit basis)
Q2 Guidance
🔹 Revenue: $2.535B–$2.56B (Est. $2.57B) 🔴
🔹 EPS: $2.85–$2.90 (Est. $3.32) 🔴
🔸 Assumes ~30% tax rate
🔸 Revenue Growth Outlook: +7% to +8% YoY
FY Guidance
🔹 Revenue: $11.15B–$11.3B (Est. $11.24B) 🔴
🔹 EPS: $14.58–$14.78 (Est. $14.94) 🔴
🔸 Full-year revenue growth expected +5% to +7%, or +7% to +8% excluding 53rd week effect
🔸 Guidance excludes any impact from future share repurchases
🔸 Forecasts based on management’s expectations; excludes macro and tariff uncertainties
Для обсуждения переходи в чат t.me/USstocksnews_chat
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