| Metric | Q3'25 | Q4'25 | Change |
|---|---|---|---|
| Q4 Comparable Store Sales | 5.6% (vs 4.1% prior year) | 5.6% (vs 4.9% prior year) | Flat but against tougher comp |
| Full Year Comp Sales | Guided 3-4.5%, raised to 4-5% | 4.7% delivered | Beat high end of revised guide |
| Professional Business Comp | Just over 10% | Over 10% for second consecutive quarter | Sustained double-digit growth |
| DIY Business Comp | Low single-digit | Low single-digit positive | Stable but transaction counts negative |
| Same-SKU Inflation | Just over 4% in Q3 | Approximately 6% in Q4 | +200 bps acceleration |
| Q4 Gross Margin | 51.9% (+27 bps YoY) | 51.8% (+49 bps YoY) | +22 bps improvement in YoY delta |
| Full Year Gross Margin | Guided 51.2-51.7% | 51.6% (+39 bps YoY) | Top half of guidance range |
| Q4 SG&A per Store Growth | 4% at top of expectations | 3.3% but above expectations | Below Q3 but still elevated |
| Full Year SG&A per Store | Expected 3.5% | 4%, 0.5pt above guide | Guidance miss driven by cost inflation |
| Q4 Diluted EPS | $0.63 prior year | $0.71 (+13% YoY) | Strong earnings acceleration |
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