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Comparable Store Sales
Also called same-store sales, measures sales growth at stores and comparable digital channels open at least a year to show underlying demand excluding new-store expansion. Rising comps point to stronger traffic, sell-through, and pricing power; falling comps can signal weakening consumer interest or increased discounting.After pandemic-era spikes, comps have moved from outsized gains into a steady slide into negative territory since 2024, reflecting not just softer consumer demand but deliberate sell-in reductions (notably Greater China) and digital/direct softness. North American wholesale strength cushions results but doesn't offset global weakness; EMEA promotions and tariff-driven margin pressure increase near-term risk. Management’s 'Win Now' cleanup and tariff mitigation create a runway for healthier, higher-quality sales, but expect continued comp weakness and volatility until inventory normalization and the fiscal‑2027 margin inflection arrive.
Date | Comparable Store Sales |
|---|---|
Jun 30, 2026 | -4.00 |
Mar 31, 2026 | -5.00 |
Dec 31, 2025 | -3.00 |
Sep 30, 2025 | -1.00 |
Jun 30, 2025 | -1.00 |
Mar 31, 2025 | -3.00 |
Dec 31, 2024 | -2.00 |
Sep 30, 2024 | 1.00 |
Jun 30, 2024 | 3.00 |
Mar 31, 2024 | 3.00 |