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Performance exceeded expectations across all channels and geographies, driven by the strategic evolution into a DTC-first denim lifestyle brand.

The expanded Total Addressable Market (TAM) beyond denim bottoms contributed approximately one-third of total revenue growth in the quarter.

Women's business delivered double-digit growth of 11%, supported by a steady pipeline of innovation in loose silhouettes and seasonal trends like white denim.

Direct-to-Consumer (DTC) comprised 51% of total revenue, marking the 17th consecutive quarter of comparable sales growth.

International momentum remains strong, particularly in Asia and Latin America, while the U.S. market saw healthy sell-out trends in wholesale.

The premium BlueTab sub-brand grew 40%, signaling significant runway to capture the underpenetrated luxury denim segment.

Management attributes top-line success to 'brand-led' agility, citing viral marketing campaigns and local talent collaborations that keep the brand at the center of culture.

Full-year revenue and EPS guidance were raised for the second consecutive time, reflecting confidence in the 'profitable growth algorithm' and H2 momentum.

Guidance assumes a prudent stance on the macro environment, with H2 revenue growth expectations slightly moderated compared to H1 performance.

Operating margin expansion is expected to be more pronounced in Q4 as the company laps high tariff impacts and realizes distribution cost efficiencies.

The company remains on track to complete the U.S. distribution center transition by early Q4, which is expected to eliminate duplicative costs and improve service levels.

Management maintains a long-term target of $10 billion in revenue and a 15% operating margin, supported by the ongoing ERP transformation and lifestyle category expansion.

The Europe distribution center transition created a 2-point drag on total organic revenue growth this quarter, though the underlying market remains healthy.

Tariff environments remain uncertain; guidance assumes 30% rates for China and 20% for the rest of the world, excluding potential $80 million in refunds.

The U.S. distribution transition in Hebron has taken longer than planned to balance high consumer demand with the operational shift.

A major milestone was reached in the global ERP transformation, with Asia and Beyond Yoga now migrated to the new cloud-based platform.

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Management confirmed that European DTC accelerated to 7% growth and expects mid-to-high single-digit growth in H2.

Wholesale pre-orders for Europe are up high single digits, reinforcing confidence in the mid-single-digit full-year growth target for the region.

The expected Q4 margin step-up to approximately 14% is driven by volume leverage, lower A&P spending relative to H1, and the elimination of duplicative distribution costs.

Management noted that Q4 2024 serves as a better margin proxy than last year due to the significant tariff headwinds experienced in late 2025.

Despite a quarterly slowdown to low single digits, Signature grew 9% in H1 and is expected to accelerate to high single or low double digits in H2.

The brand is adopting the 'Red Tab playbook' by expanding into lifestyle offerings and tops to reach the value-conscious consumer.

The ERP transition, slated for completion by mid-2027, is designed to unlock real-time data access and provide a foundation for scaling AI and automation.

Management emphasized that moving to a standardized cloud-based system will enable faster decision-making across the global supply chain.