Dafinchi AI

TPR

Consumer

Management expressed confidence in the company's ability to navigate external uncertainties and macroeconomic challenges.
Guidance for fiscal 2026 includes mid-single-digit revenue growth and high single-digit growth at Coach, despite tariff headwinds.
The company plans to expand store footprint, especially in North America, to cater to younger consumers who prefer in-person shopping.
Strong fundamentals, brand momentum, and structural advantages underpin the optimistic long-term growth outlook.

Consumer

The replatforming of core systems has been completed, enabling faster development cycles.
Post-replatforming, the technology team is now focused on enhancing customer and supplier experiences, including genAI-powered features.
Organizational restructuring has optimized team structure, allowing faster execution of new programs like Wayfair Rewards, Verified, and physical stores.
Momentum is building due to these pillars, leading to increased share capture and growth.

PRTS

Consumer

Management is committed to protecting gross margins and reducing operating expenses.
Near-term priorities include managing tariffs, pricing volatility, and inventory levels.
Discipline in marketing spend and cost structure is emphasized to improve profitability.
Investments in AI and automation are expected to enhance operational efficiency.
The company aims to deliver sustainable earnings growth through disciplined execution.

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