๐น Adj. EPS: $8.46 (Est. $7.12) ๐ข
๐น Revenue: $3.49B (Est. $3.46B) ๐ข (-3.1% YoY)
๐น Comparable Sales: +1.5% (Est. +0.8%) ๐ข
๐น Gross Margin: 38.2% (Est. 37.2%) ๐ข
FY25 Guidance
๐น EPS: $22.50 - $22.90 (Est. $23.20) ๐ด
๐น Revenue: $11.5B - $11.6B (Est. $11.55B) ๐
๐น Comp Sales Growth: 0% - 1% (Est. +1.2%) ๐ด
๐น Operating Margin: 11.7% - 11.8% (vs. 13.9% FY24) ๐ด
๐น CapEx: $425M - $500M
๐น New Stores: ~60 (Flat YoY)
Balance Sheet & Inventory
๐น Merchandise Inventories: $1.97B (+13% YoY)ย (Est. $1.78B)
๐น Cash & Cash Equivalents: $703.2M
๐น Share Repurchase: $249.5M in Q4, $1B total in FY24
๐น SG&A: $815.6M (-0.6% YoY, lower than $842.9M Est.)
๐น Operating Margin: 14.8% (vs. 14.5% YoY)