Anna Glaskin

“I'd like to start with bikes and disaggregating that within SSG. You have a lot of helpful color on the call. But maybe could you unpack what's embedded and guided through the back half?”

“Just one for me. wanted to get a little bit more perspective on the growth and above $1,000 items. It sounds like it's a mix of both category as well as mixing up within category.”

“You know, in the past, you used to disclose ACV and talk about the number of doors you were in, but it got a little complicated between categories.”

“I'd like to follow up on the questions on the impact from Iran and geopolitical headwinds. Was there any one segment that saw more of an impact? And if you could unpack if that was related to regional differences and mix, or if it speaks to something within the core customer of that group?”

“In the past, I think the classical brand discovery was talked about through diapers and then expanding through the broader categories that you guys offer. Now, while we've seen diapers declining, we're also seeing continued nice gains in household penetration.”