Laurent Vasilescu

“Kevin, I wanted to follow up on your comment about the 50% SKU reduction initiative. Half of it's been completed. Curious to know if you can quantify in any way for the audience how much this pullback represents in revenue dollars that we can understand the underlying trajectory of the business.”

“I think, Neil, you made a point about El Nino. It's obviously a pressing question. Concern out there for the overall industry. I'm curious to know if you're seeing any order book cancellations or if you're seeing anything on that front with regards to variability for the fourth quarter.”

“I think in the prepared remarks, it was called out that the expressive luxury concept stores will touch about 80% of your traffic by 2030, which I found very interesting as a data point or target.”

“Michelle Harmeet, I wanted to ask about your DTC trends in the US. I know, Michelle, you provided some color there about traffic trends. But could you maybe just unpack a little bit more what drove the underperformance in the third quarter?”