| underwhelming guidance for the second |
3.541 |
Jump to 3.179 |
ORDINAL
second
|
| expected first quarter for the retail |
3.659 |
Jump to 12.54 |
DATE
first quarter
|
| throughout the last three months |
6.12 |
Jump to 54.84 |
DATE
the last three months
|
| the sort of three major categories that |
4.141 |
Jump to 88.259 |
CARDINAL
three
|
| a good thing it's been up for three |
4.201 |
Jump to 100.439 |
CARDINAL
three
|
| once were second on category so food and |
5.52 |
Jump to 112.5 |
ORDINAL
second
|
| think 61 percent since 2019 and gaining |
5.76 |
Jump to 118.02 |
PERCENT
61 percent
DATE
2019
|
| second quarter and then thirdly just on |
4.38 |
Jump to 130.14 |
DATE
second quarter
|
| is that the second quarter Outlook was |
3.841 |
Jump to 136.739 |
DATE
the second quarter
PERSON
Outlook
|
| third and fourth quarters ahead and also |
6.839 |
Jump to 147.48 |
ORDINAL
third
|
| of reattaning that six percent operating |
4.081 |
Jump to 154.319 |
PERCENT
six percent
|
| hard a hard time reattaining that six |
5.659 |
Jump to 166.86 |
CARDINAL
six
|
| so over the last 10 years interestingly |
4.02 |
Jump to 172.56 |
DATE
the last 10 years
|
| margin of seven percent but the target |
5.76 |
Jump to 178.92 |
PERCENT
seven percent
|
| six |
3.18 |
Jump to 184.68 |
CARDINAL
six
|
| operating margin of 5.2 percent for the |
5.099 |
Jump to 187.86 |
PERCENT
5.2 percent
|
| second quarter they're expecting the |
4.381 |
Jump to 190.739 |
DATE
second quarter
|
| 500 million dollars uh this year or half |
4.741 |
Jump to 217.319 |
MONEY
500 million dollars
DATE
this year
CARDINAL
half
|
| a billion dollars versus I think it was |
4.619 |
Jump to 220.26 |
MONEY
billion dollars
|
| 400 million dollars through the first |
5.099 |
Jump to 222.06 |
MONEY
400 million dollars
ORDINAL
first
|
| three quarters of last year so shrink |
4.321 |
Jump to 224.879 |
DATE
three quarters of last year
|
| to that six percent or maybe even seven |
5.64 |
Jump to 237 |
PERCENT
six percent
CARDINAL
seven
|
| at the end of the day fourth theft |
3.92 |
Jump to 250.62 |
DATE
the end of the day fourth
|
| which was arguably a very difficult one |
4.439 |
Jump to 365.1 |
|
| 10 years it's been quite a journey for |
5.041 |
Jump to 397.319 |
DATE
10 years
|
| two significant uh issues for for one |
6.359 |
Jump to 453.24 |
CARDINAL
two
CARDINAL
one
|
| it's a one it's one of our top picks in |
3.78 |
Jump to 466.56 |
CARDINAL
one
CARDINAL
one
|
| sure so one thing that we actually pay |
6.24 |
Jump to 505.139 |
|
| also tends to lag on about a nine month |
4.94 |
Jump to 520.5 |
DATE
nine month
|
| recession in the third quarter but if we |
4.44 |
Jump to 538.92 |
DATE
the third quarter
|
| um for example in 0809 Walmart compt up |
5.521 |
Jump to 551.519 |
ORG
0809 Walmart
|
| on a two-year stack basis up four |
4.14 |
Jump to 555.18 |
DATE
two-year
CARDINAL
four
|
| General which was up 20 but it was much |
5.28 |
Jump to 559.32 |
CARDINAL
20
|
| mid single digits so it's clearly one |
4.739 |
Jump to 564.6 |
|