| Metric | Oct 30, 2024 FY24 Q3 | Feb 4, 2025 FY24 Q4 | May 7, 2025 FY25 Q1 | Jul 30, 2025 FY25 Q2 | Oct 28, 2025 FY25 Q3 | Feb 10, 2026 FY25 Q4 | Apr 30, 2026 FY26 Q1 | Jul 28, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Net Sales (YoY % growth) | — | — | — | — | — | — | — | New“LSD%” |
| Net Sales (YoY % growth) | — | — | — | — | — | — | New“LSD%” | — |
| Net Sales (YoY% growth) | — | — | — | — | — | New“(MSD)%” | — | — |
| Net Sales (YoY% growth) | — | — | — | — | — | New“LSD%” | — | — |
| Adjusted Diluted EPS | — | — | — | — | — | — | — | New“~$0.70” |
| Adjusted Diluted EPS | — | — | — | — | — | New“$2.55 - $2.70” | Reiterated“$2.55 - $2.70” | Reiterated“$2.55 - $2.70” |
| Adjusted Diluted EPS | — | — | — | — | — | — | New“~$0.65” | — |
| Adjusted Diluted EPS | — | — | — | — | — | New“~$0.50” | — | — |
| Adjusted EBITDA | — | — | — | — | — | — | — | New“$295 - $305” |
| Adjusted EBITDA | — | — | — | — | — | New“$1,140 - $1,170” | Reiterated“$1,140 - $1,170” | Reiterated“$1,140 - $1,170” |
| Adjusted EBITDA | — | — | — | — | — | — | New“$280 - $290” | — |
| Adjusted EBITDA | — | — | — | — | — | New“$240 - $250” | — | — |
| Capital Expenditures | — | — | — | — | — | New“$180 - $200” | Reiterated“$180 - $200” | Reiterated“$180 - $200” |
| Depreciation and Amortization | — | — | — | — | — | New“$300” | Raised“$305” | Reiterated“$305” |
| Diluted Shares Outstanding | — | — | — | — | — | New“~215” | Reiterated“~215” | Reiterated“~215” |
| Free Cash Flow | — | — | — | — | — | New“>$500” | Reiterated“>$500” | Reiterated“>$500” |
| Interest Expense | — | — | — | — | — | New“$150 - $160” | — | — |
| Tax Rate, As Adjusted | — | — | — | — | — | New“~24%” | Reiterated“~24%” | Reiterated“~24%” |
| For FY2025 | ||||||||
| Net Sales | — | New“$5,350 -$5,400” | Lowered“$5,300 -$5,375” | Lowered“$5,200 -$5,275” | Lowered“>$5,100” | — | — | — |
| Net Sales | — | New“YOY Flat” | — | — | — | — | — | — |
| Net Sales (YoY % growth for Q2 2025) | — | — | New“(LSD)” | — | — | — | — | — |
| Net Sales (YoY % growth for Q3 2025) | — | — | — | New“(LSD)” | — | — | — | — |
| Net Sales (YoY % growth for Q4 2025) | — | — | — | — | New“(MSD)” | — | — | — |
| Adjusted Diluted EPS | — | — | — | — | New“~$0.60” | — | — | — |
| Adjusted Diluted EPS | — | — | — | New“$0.63 - $0.67” | — | — | — | — |
| Adjusted Diluted EPS | — | New“$2.50 - $2.60” | Reiterated“$2.50 - $2.60” | Lowered“$2.45 - $2.55” | — | — | — | — |
| Adjusted Diluted EPS | — | — | New“$0.60 - $0.63” | — | — | — | — | — |
| Adjusted Diluted EPS | — | New“~$0.54” | — | — | — | — | — | — |
| Adjusted EBITDA | — | — | — | — | New“~$284” | — | — | — |
| Adjusted EBITDA | — | — | — | New“$290 - $300” | — | — | — | — |
| Adjusted EBITDA | — | New“$1,150 - $1,175” | Reiterated“$1,150 - $1,175” | Lowered“$1,140 - $1,165” | — | — | — | — |
| Adjusted EBITDA | — | — | New“$280 - $290” | — | — | — | — | — |
| Adjusted EBITDA | — | New“~$265” | — | — | — | — | — | — |
| Capex | — | New“$175 - $190” | Reiterated“$175 - $190” | Reiterated“$175 - $190” | — | — | — | — |
| Capital Expenditures | — | — | — | — | New“~$180” | — | — | — |
| Depreciation and Amortization | — | New“~$285” | Reiterated“~$285” | Raised“~$290” | Raised“~$295” | — | — | — |
| Diluted Shares Outstanding | — | New“~219” | Reiterated“~219” | Lowered“~218” | Lowered“~216” | — | — | — |
| Free Cash Flow | — | — | New“$475 - $500” | Reiterated“$475 - $500” | Lowered“~$450” | — | — | — |
| Interest Expense | — | New“~$190” | Lowered“~$180” | Reiterated“~$180” | Reiterated“~$180” | — | — | — |
| Share repurchases | — | — | — | — | New“up to $250 million” | — | — | — |
| Tax Rate, As Adjusted | — | New“~25%” | Reiterated“~25%” | Reiterated“~25%” | Lowered“~24%” | — | — | — |
| For FY2024 | ||||||||
| Net Sales | New“~$5,275” | — | — | — | — | — | — | — |
| Adjusted Diluted EPS | New“$2.15” | — | — | — | — | — | — | — |
| Adjusted EBITDA | New“~$1,115” | — | — | — | — | — | — | — |
| Capex | New“~$140” | — | — | — | — | — | — | — |
| D&A (step-up D&A) | New“~$280 ($50)” | — | — | — | — | — | — | — |
| Diluted Shares Outstanding | New“~220” | — | — | — | — | — | — | — |
| Free Cash Flow | New“~$500” | — | — | — | — | — | — | — |
| Interest Expense | New“~$210” | — | — | — | — | — | — | — |
| Tax Rate, As Adjusted | New“~25%” | — | — | — | — | — | — | — |