๐น Adj EPS: $0.41 (Est. $0.49) ๐ด; DOWN -40% YoY
๐น Revenue: $8.76B (Est. $8.82B) ๐ด; UP +2% YoY
๐น Adj Oper Margin: 8.2% (Est. 9.49%) ๐ด; -460bps YoY
๐น Global Comp Sales: DOWN -1% (Est. -0.59%) ๐ด
๐น Global Comp Transactions: DOWN -2% (Est. -3.51%) ๐ข
๐น Global Average Ticket: UP +1% (Est. +2.17%) ๐ด
North America Segment
๐น Net Revenue: $6.47B; UP +1% YoY
๐น Operating Income: $748.3M; DOWN -35% YoY
๐น Operating Margin: 11.6%; DOWN -640bps YoY
๐น Comparable Sales: DOWN -1% (Est. -0.44%) ๐ด
๐น Comparable Transactions: DOWN -4% (Est. -3.94%) ๐ด
๐น Average Ticket: UP +3% (Est. +2.93%) ๐ข
๐น U.S. Comparable Sales: DOWN -2% (Est. -0.26%) ๐ด
๐น U.S. Comparable Transactions: DOWN -4% (Est. -2.67%) ๐ด
International Segment
๐น Net Revenue: $1.87B; UP +6% YoY
๐น Operating Income: $217.0M; DOWN -7% YoY
๐น Operating Margin: 11.6%; DOWN -170bps YoY
๐น Comparable Sales: UP +2% (Est. -0.71%) ๐ข
๐น Comparable Transactions: UP +3% (Est. -0.11%) ๐ข
๐น Average Ticket: DOWN -1% (Est. +0.2%) ๐ด
๐น China Comparable Sales: Flat (Est. -2.27%) ๐ข
๐น China Comparable Transactions: UP +4% (Est. +0.3%) ๐ข
Channel Development Segment
๐น Net Revenue: $409.0M; DOWN -2% YoY
๐น Operating Income: $193.5M; DOWN -11% YoY
๐น Operating Margin: 47.3%; DOWN -440bps YoY