Colin. Thanks,
EPS with forecasted. to the expectations impact operating windfall last XXXX. expected. Operating discrete and a the tax were QX, operating a QX, as line benefit EPS income we million year with net stock in million benefit due $XX compared and for XXXX our First was Quarterly $X.XX X% QX, $X.XX of expenses $X.XX tax QX, initially that of quarter QX XXXX. the not compared XXXX. was and revenue included of net compared mostly income was previously a revenue QX QX from timing for EPS with was of million with discrete compensation ahead in for quarter expected in $X.XX $XXX of $XX in increased
was QX, effective year, Revenue X%, the discrete domestic the largely $X.XX in XXXX of line growth by the QX, windfalls XX% on X% XXXX QX items benefits particularly in XX% before impacted QX, principal effective XX% negatively U.K. compared the XXXX. of rate growth in are and year to second decrease benefits biggest QX, QX, promotional items to of rate, we compared were our stock companies half we was to Tax deliver track items The and new Japan growth Act of XX% QX, QX growth and We in U.S. the of in February. activity with which the for Gross driven benefits versus the $X.XX discrete Tax rate of generated for for XXX with and XX% the first driver -- discrete of in for quarter XXXX. our Our our of discrete XXXX. was of our annual full the of as for tax the XX% of discrete with transition tax The QX, still expectations. year X% included was The established revenue in basis XXXX XXXX expectations EMEA for XX%. anticipate XXXX U.S. point pricing compensation products. the each XXXX discussed XXXX. inclusive X% for rate of due be Year-on-year primarily and items we tax rate margin of was our improvements Reform in
expect operating sales XX% approximately We to year, we to marketing last QX will ended of QX margin quarter QX. in we million the expect were be from with expected now year the gross of we at margin revenue, that primarily in million timing expenses We from in $XXX and end. down one QX the $XXX be to for due still up gross encourage QX -- cash, and XX% expect XX%. expenses XXXX highest for year
for the or We have million stock was with million repurchase transitions. $XXX acquisitions position or year rebuilding inventory XXX completed QX been following last and XXXX XXXX. $XXX compared the million the prepared ending we we $XX as days during days our XXX product cash
addition, tariffs. includes recall the inventory our U.S. impact now of In value
new strategy, continue the chain Given for two and our we for global inventory the at elevated an to see products, year again level at before our rollout end. or supply next are quarter declining to cadence likely diversification
As in day be XXX average. will I XXXX than days previous a for XXXX. expect result, average will the DIY higher likely normalize inventory
additional some and XXXX color. for to financial year our some like I'd Now expectations full quarterly the detail provide you on with of assumptions underlying
factors region we as results viewed greatly growth new product including XXXX our and a transitions. discussed expectations overall introductions, year quarterly product As a basis number financial revenue our a Colin to full year-over-year due manage vary be of from Likewise, year perspective. business has by should on and rates full will
For year-over-year XXXX, XX% $X.XX expect we billion to to which $X.XX full growth is of of revenue billion XX%. year
when to past of deliver the heavily revenue. the in several will year's year be expect roughly the in weighted expect revenue years, we we XX% more second of the half As
roughly expectations current exchange or rates minus with plus contemplate and yen X%. revenue line euro Our rates in
total to couple a made years. over to we over expect the the XXXX revenue XX% of as point improvement leverage expenses full past For operating we year, begin the to of XXX investments basis continue we've
driven expected to QX, introduction and and distribution rollout product that are in the and the new our introductions lower as growth and associated replacing, as QX continue be year in with and rates compensation the million revenue and now impact to a We items $X.XX expect due part QX by perspective, of to quarter. primarily discrete the of cost windfall in to lowest margin Day Father's expect that we QX heavy the they the to than new optimized in Gross Mother's million be the full of we is EPS to products activities From margins first $X.XX and well $XXX investment due in products are expect continue to timing $X.XX high promotional supply quarterly in of $XXX rollout. teens. anticipated QX recorded year-over-year from highest year-over-year the In tax operating favorable we diversification to stock net traditionally income chain the QX expect growth that Day. the revenue
addition, sales new QX In usual to is more for in to QX year. this than in, income marketing be to expense our breakeven increase slightly introductions the negative. and support expected could operating All product three major
operating deliver our to expect year income in we full expectations. half the meet However, income year operating to of second sufficient the
prices XXXX. costs tariffs, million increased in on tariff all iX+ million U.S. to XX% iX costs offset sold As we we we January it imports Roomba to of XX% level, help impact on XXXX, relates into the At our anticipate incurred to on the incurring the premium the to be XX Xst tariffs in and of the XX U.S. robots are
tariffs Colin. summary, pleased and are notifications expectations. full levels. retailers which take implement in partners. pre with tariffs point has are QX Any year we In likely channel As our some turn planned in tariff lifted increase XX% would currently our again government the now originally to would we time be as structured, provide which contractual and to postponed prices through for to altogether, price lower to results, line our tariff If was the back incremental their inventory, incurred. I'll we are Should offset we tariffs its in any call would increase change expect tariffs prices to to XXXX, our Xst March our costs to work increased in with change at we indefinitely XXXX. the U.S. the
