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