Mark Altschweiger

“Jesse, just first wanted to follow up on the shipping. Guiding to 90 basis points of pressure there in Q4, can you deconstruct how much of that is the incremental fuel surcharges relative to the return rate efficiencies?”

“I wanted to start up following up on the proprietary brands and the prepared remarks you flagged, the slowdown due to inventory constraints. I'm curious roughly how much sales you think that costs you and then just any more color you can give on what that trend has looked like. as you've chased into the fall receipts?”

“Warby Parker is a mission-driven vision care and lifestyle brand and a D2C pioneer in the eyewear category, now operating 337 stores in the U.S. and Canada with an evolving, holistic vision care offering.”

“Katrina, I guess a few questions on the tariffs. Just first, on the cushion you've embedded here, 25 basis points for fuel, 25 for competitive flexibility. How should we be thinking about that competitive piece?”

“I wanted to follow up on the price value framework you've been building on here in the last few calls. With the U.S. comp now nicely in the mid-single digits and your competitive set continuing to take price, has anything in your testing changed your view on the AUR opportunity?”