Ashley Owens

“Maybe just to start on the top line into the fourth quarter, you mentioned that the AOV typically comes back in Q4 with holiday, and the order's accelerated really nicely in the third quarter, But the guide still implies that that GMV growth will be moderating from high teens to high teens.”

“So maybe to start, I appreciate the highlight here for some of the 3Q declines with the PVH pressure that will be occurring in the quarter, but are there any other nuances we should be aware of 4-3-Q, such as any headwinds embedded for further pressure in Europe, any weather-related conservatism you may be factoring…”

“And then with the work portfolio guided down for the balance of the year, could you just help us break that down brand by brand? Are you assuming that Wolverine Brand is able to sustain the improvements?”

“Maybe just to start digging in on Jordan, because that's been a big source of production for you guys in the past, so just trying to size a few things here. I guess first, how many weeks or months of the Jordan SourceCore product do you already have sitting in the U.S. Distribution Center?”

“And maybe just to start, I want to click down on the comments about the trend softening through April into May and then early June, and then you flagged that Father's Day shift.”