35 annotations
if there was no LIFO charge plus or minus in Q3 and Q4, on a year-over-year comparison, you have, on a pretax basis, $130 million positive delta and a $223 million positive delta
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2023 Q2
13 May 23
And then on the pricing/LIFO point, last quarter, you talked about like we could have a LIFO benefit and that could be a source of funds in terms of investing in price.
LIFO would result in lower GAAP earnings, giving an increased tax benefit. This would result in a positive addition to cash flow.
Transcript
2023 Q2
13 May 23
And then on the pricing/LIFO point, last quarter, you talked about like we could have a LIFO benefit and that could be a source of funds in terms of investing in price.
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2023 Q2
13 May 23
prices were to go down relative to a year ago, you'd actually have a LIFO credit, which would be even a bigger year-over-year delta
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2023 Q2
13 May 23
For this quarter year-over-year, we're seen a little over 1.5 percentage point increase in sales penetration on the food side
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2023 Q2
13 May 23
over the last 10 years, we see 0.5% or a little less than 0.5% a year of increased penetration
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2023 Q2
13 May 23
have we seen any delta in the sales penetration of our own Kirkland Signature items
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2023 Q2
13 May 23
we have seen actually, in the last few months, a bigger delta than normal
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2023 Q2
13 May 23
Not terribly different than a quarter ago
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2023 Q2
13 May 23
do you think the consumers deteriorated at all?
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2023 Q2
13 May 23
most of that was on the traffic side rather than ticket side
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2023 Q2
6 Mar 23
February's results for both the U.S. and Total Company were negatively impacted by approximately 1%, we estimate, as a result of substantially worse weather this year over year
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2023 Q2
6 Mar 23
on the U.S., as reported, 3.4%
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2023 Q2
6 Mar 23
It's mix. Yes, it's mix.
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2023 Q2
6 Mar 23
It's 100% ASP. Got it.
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2023 Q2
6 Mar 23
if the comp is running 6 and inflation is running 6, but traffic is up 3, then items in basket would be down 3?
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2023 Q2
6 Mar 23
for Total Company, 5.2% reported
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2023 Q2
6 Mar 23
in the U.S., 5.7% for the 12-week period
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2023 Q2
6 Mar 23
Our comp traffic or frequency in February was up 4.9% worldwide and 3.1% in the U.S.
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2023 Q2
6 Mar 23
Foreign currencies relative to the dollar negatively impacted sales by approximately 1.8%, and gasoline price inflation positively impacted sales very slightly by approximately 0.2%.
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2023 Q2
6 Mar 23