| Metric | Nov 26, 2024 FY25 Q3 | Mar 5, 2025 FY25 Q4 | May 28, 2025 FY26 Q1 | Aug 27, 2025 FY26 Q2 | Nov 25, 2025 FY26 Q3 | Mar 4, 2026 FY26 Q4 | May 27, 2026 FY27 Q1 | Aug 26, 2026 FY27 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2027 | ||||||||
| Capital expenditures | — | — | — | — | — | — | New“Around $225 million” | — |
| Real estate activity | — | — | — | — | — | — | New“~30 Net Store Openings” | Reiterated“~30 Net Store Openings” |
| Real estate activity: Openings/Closures | — | — | — | — | — | — | New“50 Openings, 20 Closures” | — |
| Tariff impact | — | — | — | — | — | New“approximately 290 basis points” | — | — |
| For FY2026 | ||||||||
| Net sales | — | — | — | — | — | New“Growth In The Range of 1% to 3%” | — | — |
| Net sales growth | — | — | — | — | New“6% to 7%” | Lowered“3% to 5%” | Reiterated“3% to 5%” | Raised“around 5%” |
| Net sales growth | — | — | — | — | — | — | — | New“5% to 6%” |
| Net sales growth | — | — | — | — | — | — | New“2% to 4%” | — |
| Earnings per share | — | — | — | — | — | New“grow earnings per share” | — | — |
| Net income per diluted share | — | — | — | — | New“$10.20 to $10.50” | Widened“$10.20 to $11.00” | Reiterated“$10.20 to $11.00” | Raised“$13.10 to $13.60” |
| Net income per diluted share | — | — | — | — | — | — | — | New“$2.90 to $3.20” |
| Net income per diluted share | — | — | — | — | — | — | New“$1.80 to $2.00” | — |
| Net income per diluted share | — | — | — | — | — | New“In The Range of $1.20 to $1.30” | — | — |
| Operating margin | — | — | — | — | — | New“12.0% to 12.5%” | Reiterated“In The Range of 12.0% to 12.5%” | Raised“In The Range of 14.5% to 15.0%” |
| Operating margin | — | — | — | — | — | — | — | New“In The Range of 13.0% to 14.0%” |
| Operating margin | — | — | — | — | — | — | New“Around 10%” | — |
| Operating margin | — | — | — | — | — | New“Around 7.0%” | — | — |
| Assumed effective tariff rate | — | — | — | — | — | — | — | New“10% to 12.5%” |
| Capital expenditures | — | — | — | — | — | New“In The Range of $200 to $225 million” | — | Raised“Around $250 million” |
| Closures | — | — | — | — | — | New“25” | — | — |
| Diluted weighted average shares | — | — | — | — | — | New“Around 45 million” | Lowered“Around 44 million” | Reiterated“Around 44 million” |
| Diluted weighted average shares | — | — | — | — | — | — | — | New“Around 43 million” |
| Diluted weighted average shares | — | — | — | — | — | — | New“Around 45 million” | — |
| Diluted weighted average shares | — | — | — | — | — | New“Around 46 million” | — | — |
| Effective tax rate | — | — | — | — | — | — | — | New“Around 29%” |
| Effective tax rate | — | — | — | — | — | New“Around 29%” | Raised“Around 30%” | — |
| Effective tax rate | — | — | — | — | — | — | New“Around 32%” | — |
| Effective tax rate | — | — | — | — | — | New“Around 26%” | — | — |
| Estimated IEEPA tariff refunds | — | — | — | — | — | — | — | New“$20 million” |
| Estimated IEEPA tariff refunds | — | — | — | — | — | — | — | New“$120 million” |
| IEEPA tariff refund impact (bps) | — | — | — | — | — | — | — | New“Favorability of around 220 bps” |
| IEEPA tariff refund impact (bps) | — | — | — | — | — | — | — | New“Favorability of around 160 bps” |
| Net Store Openings | — | — | — | — | — | New“~30” | — | — |
| Openings | — | — | — | — | — | New“55” | — | — |
| Real estate activity | — | — | New“~40 Net Store Openings” | Reiterated“~40 Net Store Openings” | — | — | — | — |
| Real estate activity - Net Store Openings | — | — | — | — | — | — | New“~30 Net Store Openings” | Reiterated“~30 Net Store Openings” |
| Real estate activity - openings and closures | — | — | — | — | — | — | New“50 Openings, 20 Closures” | — |
| Real estate activity - Remodels and Right-Sizes | — | — | — | — | — | — | New“80” | Reiterated“80” |
| Real estate activity: Openings/Closures | — | — | New“60 Openings, 20 Closures” | Reiterated“60 Openings, 20 Closures” | — | — | — | Narrowed“50 Openings, 20 Closures” |
| Remodels and Right-Sizes | — | — | — | — | — | New“70” | — | — |
| Share repurchases | — | — | — | — | — | New“Around $450 million” | Reiterated“around $450 million” | Raised“at least $500 million” |
| Share repurchases | — | — | — | — | — | — | — | New“at least $100 million” |
| Share repurchases | — | — | — | — | — | — | New“at least $150 million” | — |
| Share repurchases | — | — | — | — | — | New“At least $100 million” | — | — |
| Tariff expense | — | — | New“approximately $50 million” | Raised“approximately $90 million” | Reiterated“approximately $90 million” | — | — | — |
| Tariff impact | — | — | — | — | — | New“70 basis points” | — | — |
| Year-over-year tariff impact (bps) | — | — | — | — | — | — | New“Unfavorability of around 20 bps” | — |
| Year-over-year tariff impact (bps) | — | — | — | — | — | — | New“Unfavorability of around 120 bps” | — |
| For FY2025 | ||||||||
| Net sales | New“in the range of 5% to 7%” | — | — | — | Lowered“Growth In The Range of 4% to 6%” | — | — | — |
| Net sales | — | — | — | New“Growth In The Range of 5% to 7%” | — | — | — | — |
| Net sales | — | — | New“Growth In The Range of 3% to 6%” | — | — | — | — | — |
| Net sales | — | — | New“Growth In The Range of 3% to 5%” | — | — | — | — | — |
| Net sales | — | New“growth in the range of 4% to 6%” | — | — | — | — | — | — |
| Net sales growth | New“14% to 15%” | Lowered“3% to 5%” | — | — | — | — | — | — |
| Net sales growth (full-year outlook) | — | — | — | — | New“6% to 7%” | — | — | — |
| Net income per diluted share | — | — | — | — | New“In The Range of $3.40 to $3.70” | — | — | — |
| Net income per diluted share | — | New“$10.40 to $11.40” | Lowered“In The Range of $9.50 to $10.50” | Narrowed“In The Range of $10.00 to $10.50” | — | — | — | — |
| Net income per diluted share | — | — | — | New“In The Range of $2.05 to $2.25” | — | — | — | — |
| Net income per diluted share | — | — | New“In The Range of $2.10 to $2.30” | — | — | — | — | — |
| Net income per diluted share | — | New“in the range of $1.25 to $1.45” | — | — | — | — | — | — |
| Net income per diluted share (full-year outlook) | — | — | — | — | New“$10.20 to $10.50” | — | — | — |
| Operating margin | New“around 15%” | Lowered“14% to 15%” | Lowered“In The Range of 12.5% to 13.5%” | Narrowed“In The Range of 13.0% to 13.5%” | Reiterated“In The Range of 13.0% to 13.5%” | — | — | — |
| Operating margin | New“around 16%” | — | — | — | Lowered“Around 14%” | — | — | — |
| Operating margin | — | — | — | New“In The Range of 11% to 12%” | — | — | — | — |
| Operating margin | — | — | New“In The Range of 12% to 13%” | — | — | — | — | — |
| Operating margin | — | New“in the range of 8% to 9%” | — | — | — | — | — | — |
| Capital expenditures | — | New“~$200 million” | Reiterated“~$200 million” | Raised“~$225 million” | Reiterated“~$225 million” | — | — | — |
| Diluted weighted average shares | — | New“around 51 million” | — | Lowered“Around 49 million” | Lowered“Around 48 million” | — | — | — |
| Diluted weighted average shares | — | — | — | — | New“Around 47 million” | — | — | — |
| Diluted weighted average shares | — | — | — | New“Around 48 million” | — | — | — | — |
| Diluted weighted average shares | — | — | New“Around 49 million” | — | — | — | — | — |
| Diluted weighted average shares | — | New“around 52 million” | — | — | — | — | — | — |
| Effective tax rate | — | — | — | — | New“Around 30%” | — | — | — |
| Effective tax rate | — | New“around 26%” | Raised“Around 27%” | Raised“Around 30%” | — | — | — | — |
| Effective tax rate | — | — | — | New“Around 31%” | — | — | — | — |
| Effective tax rate | — | — | New“Around 28%” | — | — | — | — | — |
| Effective tax rate | — | New“around 25%” | — | — | — | — | — | — |
| Effective tax rate | New“high-20s” | — | — | — | — | — | — | — |
| Real estate activity - net store openings | — | New“~40 net store openings” | — | — | — | — | — | — |
| Real estate activity - Net Store Openings | — | — | New“~40 Net Store Openings” | Reiterated“~40 Net Store Openings” | Reiterated“~40 Net Store Openings” | — | — | — |
| Real estate activity - Openings and Closures | — | New“60 openings, 20 closures” | Reiterated“60 Openings, 20 Closures” | Reiterated“60 Openings, 20 Closures” | Reiterated“60 Openings, 20 Closures” | — | — | — |
| Real estate activity - Remodels And Right-Sizes | — | New“40” | Reiterated“40” | Reiterated“40” | Reiterated“40” | — | — | — |
| Share repurchases | — | New“$400 million” | Reiterated“$400 million” | Reiterated“Around $400 million” | Raised“Around $450 million” | — | — | — |
| Share repurchases | — | — | — | — | New“Around $100 million” | — | — | — |
| Share repurchases | — | — | — | New“At least $50 million” | — | — | — | — |
| Share repurchases | — | — | New“$50 million” | — | — | — | — | — |
| Share repurchases | — | New“$100 million” | — | — | — | — | — | — |
| Tariff expense assumption | — | — | New“approximately $50 million of tariff expense, or 100 basis points as a percent of net sales” | — | — | — | — | — |
| Tariff expense impact | — | — | — | New“approximately $90 million of tariff expense, or 170 basis points as a percent of net sales” | — | — | — | — |
| For FY2024 | ||||||||
| Net sales growth (full year outlook) | New“14% to 15%” | — | — | — | — | — | — | — |
| Operating margin (full year outlook) | New“around 15%” | — | — | — | — | — | — | — |
| Capital expenditures | New“~$170 million” | — | — | — | — | — | — | — |
| Effective tax rate | New“mid-20s” | — | — | — | — | — | — | — |
| Real estate activity (all approximate) | New“60 openings, 40 closures” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| IEEPA tariff refunds applied for | — | — | — | — | — | — | New“around $100 million” | — |
| New share repurchase authorization | — | New“$1.3 billion” | — | — | — | — | — | — |