Revenue $6.3B vs est. $6.15B; EPS $2.66 (incl. $0.60 tariff refund); comps +10% YoY. FY26 EPS guide raised to $8.61-$8.77 from est. $7.78. Q3 EPS guide $1.75-$1.83 vs est. $1.73.
bullish 80 · impact 70
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