International growth remains strong, but North American weakness, tariffs, markdowns, and lower EPS guidance dominate the outlook.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-06-05 |
| Length | 55 minutes |
| EPS | $2.60 |
| EPS consensus | $2.59 |
| Revenue | $2.5B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25 · Q3 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.