Kendall Toscano

“I just wanted to see if we could zoom in on Europe a bit more. And so as we think about that region having been challenged for a few quarters now, it does seem like the store traffic for you guys was incrementally more challenging in the second quarter compared to what you saw in the first quarter.”

“I'm curious if you could just remind us how margin is compared between stores and e-commerce and how sales shifting to e-commerce would impact your overall margin rate.”

“Please go ahead. hi thanks for taking my question um i just want to follow up again on this revenue recognition recognition shift i think it's really important to have some visibility on this in order to make sure we understand the relative momentum in your north america d2c business as well as the split between d2c…”

“I know last quarter you outlined a benefit of $35 million to COGS and $0.07 to EPS for the full year if lower rates persisted. So curious if any of that benefit did show up in 2Q and what you would expect for the third quarter.”

“So, on wholesale, both North America and Europe outperformed in the fourth quarter. As you plan for more normalized growth in fiscal 27, curious what you're seeing today from your wholesale partners and how much of the normalization is conservatism as opposed to a change in the underlying demand environment.”