Key Takeaways New store formats, digital initiatives, and private label growth are driving higher sales, customer acquisition, and sustained gross margin expansion. Expansion into new markets and productivity gains are expected to grow the addressable market, improve profitability, and support long-term operating leverage.Read more

Key Takeaways Store refurbishments and exclusive product partnerships are driving significant sales and margin growth, exceeding expectations for future revenue and profitability improvements. Digital adoption and strategic urban expansion position the company to boost market share, capitalizing on shifting consumer preferences and weakening competition.Read more

Key Takeaways Declining birth rates and increased supplier direct-to-consumer activity threaten long-term revenue growth and weaken market positioning for specialty retailers. Intensifying online competition, rising operational costs, and aggressive physical expansion may erode margins and reduce earnings quality over time.Read more
