Question · Q3 2026
Zihan Ma asked about near-term Q4 trends relative to guidance, specifically if there's conservatism, and longer-term, if current trends continue, how it might change the pace of new store openings.
Answer
CFO Dan Sullivan stated there's no conservatism in the Q4 guide, which balances business momentum with holiday uncertainties. Regarding new store growth, he emphasized opening 'great stores' over just 'many stores,' with the current pace of 150 net new stores reflecting strong execution, particularly in new markets like the Pacific Northwest.
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