| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 27, 2026 | 7/12 | 2 high, 2 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q1'26 | June 2, 2026 | 9/12 | 3 medium, 5 low flags | 5 | 0 | Call sheet → |
| Q4'25 | March 12, 2026 | 8/12 | 2 high, 4 medium, 2 low flags | 6 | 0 | Call sheet → |
| Q3'25 | December 4, 2025 | 10/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Open a flagship Times Square store in late 2027 No timing update provided in Q2 call; still in planning phase. |
| Q1'26 | Exceeded | $1 billion stock buyback target for fiscal 2026 Increased to $1.5 billion target after strong Q1 cash generation |
| Q1'26 | Delivered | Continue international expansion in U.K., Mexico, and Middle East Opened stores in all three regions but Middle East now hedged with 'fluid situation' |
| Q1'26 | Pending | Gross margin approximately flat for the year Q1 up 100 bps but guidance maintained - suggests moderation ahead |
| Q1'26 | Delivered | SG&A growth in line with to slightly below net sales growth Q1 SG&A up 14.6% vs sales up 11.1% but within expected range due to Space NK |
| Q1'26 | Exceeded | Operating profit will increase between 6%-9% for fiscal 2026 Raised low end to 6.5%-9% after Q1 performance |
| Q1'26 | Exceeded | Comp sales growth between 2.5% and 3.5% for fiscal 2026 Q1 delivered 5.3% comp, well above high end of range |
| Q1'26 | Pending | Net sales will increase between 6% to 7% for fiscal 2026 Q1 delivered 11.1% but included Space NK benefit - on track |
| Q4'25 | Pending | 'Position us well for long-term value creation' 2026 guidance suggests slowing growth, jury still out |
| Q4'25 | Delivered | 'Share more about SG&A plans in March' from Q3 call Provided 2026 SG&A growth guidance framework |
| Q4'25 | Delivered | Gross margin roughly flat for 2025 Achieved 39.1%, up 30 bps as promised |
| Q4'25 | Delivered | 50-60 net new stores for 2025 Opened 63 net new stores, within guided range |
| Q4'25 | Delivered | Comp sales growth between 4.4% and 4.7% for 2025 Achieved 5.4%, exceeded high end substantially |
| Q4'25 | Exceeded | EPS between $25.20 and $25.50 for 2025 Delivered $25.64, beat high end by $0.14 |
| Q4'25 | Delivered | Operating margin between 12.3% and 12.4% for full year 2025 Achieved 12.4%, hit the high end of guidance |
| Q3'25 | Exceeded | Continue strong execution of key events 33,000 events in Q3 vs 30,000 in Q2, successful 21 Days of Beauty |
| Q3'25 | Delivered | Expand wellness shop to additional stores Added 50 stores with elevated fixtures in Q3 |
| Q3'25 | Pending | SG&A growth of 13-14% for full year Q3 was 23% but they maintain full-year guidance range |
| Q3'25 | Delivered | Complete Dallas DC retrofit in Q3 Successfully completed with automation and robotics |
| Q3'25 | Delivered | Open first Middle East store later in 2025 Kuwait store opened in Q3 with Bella Hadid grand opening |
| Q3'25 | Delivered | Launch UB Marketplace in Q3 Launched in late Q3 with 120+ brands and 3,500+ SKUs |
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