David Bellinger

“Following up on the GPU outlook being down less than $200 per unit for the year, that would put you at around $2,100 and still within, you'll call it the legacy guardrails that have governed the business for a while.”

“I want to go into the third-party delivery expansion a bit more. Should we think about this as the ultimate solution for delivery for Costco? Because you do have a higher mix of these younger customers coming in.”

“I want to unpack the more challenged consumer commentary a little bit more. It seems a bit more pronounced than the last few quarters.”

“Two follow-ups on the social media piece. Any data points you can share around the sales uplift, maybe from certain target markets where this has turned on more than others?”

“Can you give us some more insight into the performance across the store cohorts or core tiles? Is there a good sub-segment of the store base that's still underperforming the company average and can be lifted with remodels or some other factors?”