Consumer SentimentMargin, comp expectations also key discussion point, with optimism, tempered by consumer questions, and 1Q maybe shy of investor views, but strong in absolute.
Investor ExpectationsImmediate stock weakness was perhaps a function of 1QTD comps vs expectations, or some questions about the newly announced CPG expansion.
Market ContributionThe large benefit from sales uptick in newer markets is unlikely to remain as significant a contributor in the future.