๐น EPS: $6.14 (Est. $5.85) ๐ข
๐น Revenue: $3.6B (Est. $3.58B) ๐ข; +13% YoY
๐น Gross Margin: 60.4% (Est. 59.7%) ๐ข
๐น Total S.S.S: +3% (Est. +5.1%) ๐ด
FY25 Outlook
๐น EPS: $14.95โ$15.15 (Est. $15.38) ๐ด
๐น Rev: $11.15Bโ$11.30B (+5% to 7%)
Q1 Outlook
๐น Rev: $2.335Bโ$2.355B (Est. $2.39B) ๐ก
๐น EPS: $2.53โ$2.58 (Est. $2.72) ๐ด
Q4 Comparable Sales (ex-53rd week):
๐น Total: +3% (Est. +5.1%) ๐ด
๐น Americas: Flat
๐น International: +20%
Q4 Revenue (Reported):
๐น Americas: +7%
๐น International: +38%
Key Operational Metrics
๐น Operating Income: $1.0B (+14% YoY); Op Margin: 28.9% (Est. 28%) ๐ข
๐น Gross Profit: $2.2B (+15% YoY)
๐น Effective Tax Rate: 29.2% (vs. 28.1% YoY)
๐น Stores: 767 (18 net new in Q4)
๐น Share Repurchase: 0.9M shares for $332.2M
Management Commentary
โOur Q4 results exceeded expectations... Weโre focused on executing the Power of Three ร2 plan to reach $12.5B by 2026.โ