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So not only that higher income, all the way down to the lower income, we're seeing share gains.
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2024 Q4
30 Mar 24
it's been across every cohort
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2024 Q4
30 Mar 24
for the first time in many quarters, we're starting to see the trade down come back in
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2024 Q4
30 Mar 24
Customers are continuing to feel the impact of the last 2 years of inflation, which we believe is driving them to make trade-offs in the store. We see this manifested in the continued pressure on sales in discretionary categories as well as accelerated share growth and penetration in private brand sales.
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2024 Q4
30 Mar 24
The decrease was driven by a decline in average transaction amount, primarily driven by units
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2024 Q3
8 Dec 23
we anticipate customer spending may continue to be constrained as we head into 2024, especially in discretionary categories
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2024 Q3
8 Dec 23
However, I'm pleased to note that customer traffic was positive in Q3. After starting the quarter slightly negative, traffic turned positive in the middle period and improved sequentially each period of the quarter.
Notably, Customer traffic and same-store sales continue to improve in November, which, although early in the quarter
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2024 Q3
8 Dec 23
On the comp piece of that in the sales for Q4, we're certainly expecting it to be better than Q3.
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2023 Q2
31 Aug 23
how would you assess the low-end backdrop today notably tying in July and August relative to three months ago?
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2023 Q2
31 Aug 23
can you help us think about the shape of the back half in a little bit more detail and a little bit more context between the third and the fourth quarter?
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2023 Q2
31 Aug 23
we expect fourth quarter to be significantly better than the third quarter from both a comp sales and EPS perspective
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2023 Q2
31 Aug 23
greater overall sales benefit to the fourth quarter
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2023 Q2
31 Aug 23
our customer focuses more on buying for need.
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2023 Q2
31 Aug 23
e are encouraged by the improvements we saw in overall market share gains and customer traffic during the second quarter
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2023 Q2
31 Aug 23
we expect it to be pretty similar as we go into Q3 and Q4
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2023 Q2
31 Aug 23
inflation over the front half of the year has been about 1.5%
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2023 Q2
31 Aug 23
12 to 18 months, we believe we will be able to pull out meaningful inventory, I mean, ballpark $500 million or more
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2023 Q2
31 Aug 23
the labor, as you think about the labor, that is certainly something that is going to be embedded and permanent in our model and we like the returns that we're seeing
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2023 Q2
31 Aug 23
on the inventory side, I don't think that you'll see us having to do that as we look forward
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2023 Q2
31 Aug 23
onetime in nature versus permanent?
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2023 Q2
31 Aug 23