294 annotations
Page 11 of 15
Store Data
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10-Q
2023 Q3
24 Nov 22
Store Data
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10-Q
2022 Q2
17 Nov 22
Comparable Sales
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10-Q
2022 Q2
17 Nov 22
Revenues
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10-Q
2022 Q2
17 Nov 22
share repurchase
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10-Q
2022 Q2
17 Nov 22
fourth quarter
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Transcript
2022 Q2
19 Aug 22
why our inventory on the balance sheet remained roughly constant at around $15 billion between the first and second quarters
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Transcript
2022 Q2
19 Aug 22
we're investing in several hundred locations to add an Ulta Beauty at Target, a co-branded Apple shopping space or a Disney store presentation to the sales floor.
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Transcript
2022 Q2
19 Aug 22
we'll lean into those seasonal moments
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Transcript
2022 Q2
19 Aug 22
we're leaning into value
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Transcript
2022 Q2
19 Aug 22
in the consumable categories, we've had a little bit more flexibility to move with the market because it's domestically replenished and bought every single day.
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Transcript
2022 Q2
19 Aug 22
No
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Transcript
2022 Q2
19 Aug 22
would you say you guys are investing in price in food and consumables so maybe taking a lower margin in the grocery part of your business than maybe historically you would have.
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Transcript
2022 Q2
19 Aug 22
the story was traffic.
And so, again that gives us evidence that we're getting that value equation right for our guests.
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Transcript
2022 Q2
19 Aug 22
if you look over the last couple of quarters, you see mix isn’t a big driver of our margin results.
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Transcript
2022 Q2
19 Aug 22
there's a piece of that that will result in improved productivity over time
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Transcript
2022 Q2
19 Aug 22
it also costs us more when we're full. And our supply chain was full in the second quarter.
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Transcript
2022 Q2
19 Aug 22
that might be the one driver that stays in gross margin
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Transcript
2022 Q2
19 Aug 22
structurally higher costs in labor in the DC
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Transcript
2022 Q2
19 Aug 22
we took some markdowns to move through some product, but we think that probably net-net that didn't move our top line comp a lot.
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Transcript
2022 Q2
18 Aug 22