Nisha Sherman

“So I want to ask about your strategy of increasing in-store inventories. We're seeing some signs of a weaker U.S. consumer across the board. How do you think about the risk to a higher inventory strategy if we do see some softening in the consumer trend and perhaps if you start to see a slowdown in turns?”

“So, David, I want to follow up on your comments on the prior question. it sounds like you're saying that you ended Q3 at a high point in terms of revenue growth relative to the first half of Q3.”

“Andre, you said that was the primary focus. Can you update us on the timing of when you expect full price sales to turn positive given some of the challenges on new launches?”

“Jim, you mentioned the word transformation earlier on in your comments. I wanted to ask, you know, over the last year, the companies pursued a lot of new initiatives and marketing, assortments, stores, et cetera.”

“Elliot, at the start of 2025, you expressed your strong confidence in the pipeline for running, and you laid out this three-by-three framework that you discussed with partners, and we're now seeing strong acceptance in the market, and the business is growing over 20%.”