BBW 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-09-10

• ● the uncertainty of the impact of tariffs on countries from which we import is expected to have an impact on our business, mainly our cost of goods and profit margin;

• Global trade policy continues to evolve and the ultimate impact of recent developments with respect to U.S. tariffs is unclear. During the first quarter of fiscal 2026, following Supreme Court rulings regarding tariffs previously imposed under the International Emergency Economic Powers Act ("IEEPA"…

• The Company continues to be subject to tariffs imposed under other legal authorities. Based on current information, the Company's fiscal 2026 outlook reflects the impact of ongoing tariffs and related costs associated with an estimated effective tariff rate of approximately 12.5%. There remains unce…

• Retail gross margin. Retail gross margin dollars decreased $8.5 million to $57.6 million from $66.1 million for the thirteen weeks ended August 2, 2025. The retail gross margin rate decreased 360 basis points compared to the prior year primarily due to occupancy cost deleverage and increased promoti…

• Twenty-six weeks ended August 1, 2026 compared to twenty-six weeks ended August 2, 2025

相对上期删除的文字 · 来源:10-Q · 2026-06-11

• ● the uncertainty of the impact of tariffs on countries from which we import is expected to have an impact on our business, mainly our cost of goods and profit margin, including uncertainty regarding the ultimate availability, timing, and amount of any remaining refunds of IEEPA tariffs we previousl…

• Global trade policy continues to evolve and the ultimate impact of recent developments with respect to U.S. tariffs is unclear. On February 20, 2026, the U.S. Supreme Court issued a ruling striking down certain tariffs previously imposed under the International Emergency Economic Powers Act ("IEEPA"…

• The ultimate availability, timing, and amount of any remaining refunds of such tariffs remain uncertain and are subject to further legal, regulatory, and administrative developments. Following the Supreme Court’s decision, the U.S. presidential administration announced its intention to invoke other …

• Retail gross margin. Retail gross margin dollars increased $5.1 million to $73.1 million from $68.0 million for the thirteen weeks ended May 3, 2025. The retail gross margin rate increased 750 basis points compared to the prior year, including a 560 basis-point benefit from the $7.0 million IEEPA ta…

• EBITDA for the thirteen weeks ended May 2, 2026 increased $4.6 million, or 20.0% to $27.7 million from $23.1 million for the thirteen weeks ended May 3, 2025. The increase was driven by higher gross profit resulting from increased retail and commercial margins partially offset by higher SG&A expense…

相对上期删除的文字 · 来源:10-Q · 2026-06-11

• •Voin Todorovic, Chief Financial Officer, adopted a new trading arrangement on April 2, 2026 providing for the sale of up to 12,000 aggregate shares of the Company’s Class A common stock between July 6, 2026, and January 29, 2027.

• •Narayan Iyengar, Director, adopted a new trading arrangement on March 20, 2026 providing for the sale of up to 3,448 aggregate shares of the Company's Class A common stock between June 22, 2026, and February 26, 2027.

• •Sharon John, Chief Executive Officer, adopted a new trading arrangement on March 19, 2026 providing for the sale of up to 91,036 aggregate shares of the company's Class A common stock between July 6, 2026, and September 2, 2026.

• Each of the foregoing trading arrangements is intended to satisfy the affirmative defense of rule 10b5-1(c).