Says those improvements “captured in expectations.” Says in “early innings” of productivity transformation. Expects softness in DIY and strength in Pro to continue in 2H23. Expects to outperform the market by 100-200 bps in 2H23. Says early signs “positive” with rural initiative. Expects pressure on transactions in 2H23. Says comps down about 1% in July and won’t see same level of seasonal benefit in Q3.
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