95 annotations
we experienced a slower-than-expected recovery in China, driven by a more cautious consumer
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2024 Q1
12 Feb 24
events in the Middle East also had an impact in the U.S., driven by misperceptions about our position
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2024 Q1
12 Feb 24
we saw a negative impact to our business in the Middle East
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2024 Q1
12 Feb 24
negative impact to our business in the Middle East
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2024 Q1
12 Feb 24
the pace of recovery in China was slower than expected
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2024 Q1
12 Feb 24
the business pressures we experienced in the first quarter are transitory
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2024 Q1
12 Feb 24
In terms of quarterly shape, we expect growth rates for our global revenue comp, operating margin as well as GAAP and non-GAAP EPS to be the lowest in Q2 and meaningfully below our full fiscal year guidance ranges due to the pressures we discussed in today's call. These metrics are then expected to rebound and stabilize in the second half of our fiscal year.
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2024 Q1
12 Feb 24
given the collective magnitude of headwinds on our first quarter revenue and the time it will take for our action plans to be realized
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2024 Q1
12 Feb 24
EPS of $3.54, was up 20% over prior year. above our recent guidance of 16% to 17%
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2023 Q4
12 Feb 24
confidence in the fact that what we’ve guided to previously, the 10% to 12% revenue growth and the earnings growth of 15% to 20%
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2023 Q3
7 Aug 23
Our comps were consistent every month.
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2023 Q3
7 Aug 23
in regard to China
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2023 Q3
7 Aug 23
r
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2023 Q3
7 Aug 23
we do expect pricing trends to moderate as we go into the final quarte
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2023 Q3
7 Aug 23
we do expect to end the year in line with the comp expectations of 7% to 9% growth that we had set
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2023 Q3
7 Aug 23
we're not seeing the down trading in our customer base
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2023 Q3
7 Aug 23
ts. Traffic is below 2019 levels but units per store are above the 2019 average coming from higher food attach.
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2023 Q3
7 Aug 23
we are confident to move our earnings growth to 16% to 17% for full year fiscal 2023
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2023 Q3
7 Aug 23
in regard to International
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2023 Q3
7 Aug 23
We continue to expect a low to mid-single-digit comp on a full year basis
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2023 Q3
7 Aug 23