| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | September 10, 2026 | - | - | 1 | 2 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | June 9: Q3 earnings pressure and notable Q4 adjusted-EPS improvement Q3 pressure reiterated; Q4 not yet reported |
| Q2'26 | Pending | June 9: annual EPS toward the high end of the existing range September range raised to $0.47-$0.52 |
| Q2'26 | Delivered | June 9: continued Q2 margin improvement Approximately 150 basis points of gross-margin expansion excluding retained refunds |
| Q2'26 | Missed | June 9 Q&A: Q2 retail sales flat to slightly positive Retail sales fell 2.2% |
| Q2'26 | Missed | June 9: Q2 total sales flat to slightly up Consolidated sales fell 1.2% |
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