Quarterly report [Sections 13 or 15(d)]

Segment reporting (Tables)

v3.26.1
Segment reporting (Tables)
3 Months Ended
May 02, 2026
Segment Reporting [Abstract]  
Schedule of significant expense categories included in the measure of the segment's net income

13 Weeks Ended

May 2,

May 3,

(In thousands)

2026

  ​ ​ ​

2025

Net sales

$

3,163,857

$

2,848,367

Less:

Cost of sales (1)

1,896,237

1,734,148

Associate expenses (2)

438,018

387,150

Advertising expense, net (3)

93,055

90,609

Pre-opening expenses

4,665

1,829

Other segment expenses (1) (4)

283,626

232,854

Interest income, net

(652)

(3,547)

Income tax expense

106,860

99,644

Equity net loss of affiliate

1,579

628

Net income

$

340,469

$

305,052

(1)

Included within cost of sales and other segment expenses is depreciation and amortization expense of $81,399 and $72,033 for the 13 weeks ended May 2, 2026 and May 3, 2025, respectively.

(2)

Associate expenses include salaries, wages, bonuses, and other forms of compensation related to associates.

(3)

Advertising expense, net consists of print, digital and social media, and television and radio advertising, net of vendor income that is a reimbursement of specific, incremental, and identifiable costs.

(4) Other segment expenses include other corporate overhead and store operating expenses within SG&A expenses.