Part of that was travel. Part of that may be due to COVID. It's possible part of that's due to the macro environment.

Nov 8, 2022 / receipt, needs a key / Mitch, CFO | earnings call 2022-11-08 | transcript 5196af26-51b0-4f12-a26d-8379d3455025 | chars 26897-27014 | segment 27

So as we shared in our remarks, we do believe the slowdown in sales is largely attributable to our footprint and our customer being missing for a lot of the summer. So call it a summer lull in a lot of ways with people traveling, a rise in COVID, and a delay in return to office, which we all look at the data. So we do believe September post-Labor Day is going to be much better. And some of our internal data around outpost launch, planned launches, already proves that. Everything we see, and I'm sure you all see, is that more people are expecting both companies that are already back in the office and going back to their normal routines, but also new companies establishing back-to-office routines. So generally optimistic about what September or beyond looks like. But as we all know, we're in kind of choppy waters from a macroeconomic perspective and just trying to be conservative in terms of Definitely see some tailwinds, but don't know what the headwinds have to offer. And so, you know, we're just trying to be conservative in the guide. Having said all that, just extreme confidence in the model long term and, you know, our goal of a thousand by the end of the decade and really just creating a brand that makes an impact on our consumers. So we see a lot of this as a little bump in the macro environment. But I believe we're really well situated to grow through this.

Aug 9, 2022 / receipt, needs a key / Mitch, CFO | earnings call 2022-08-09 | transcript 181b22f1-0920-4964-932e-1e83eddf81a6 | chars 40197-41582 | segment 41

The external environment has become more challenging and uncertain since our last earnings call. We believe the slowdown in our sales growth is attributable to an unprecedented increase in summer travel, a recent wave of COVID cases, a slower than expected return to office, and an erratic urban recovery.

Aug 9, 2022 / receipt, needs a key / Jonathan Neiman, CEO | earnings call 2022-08-09 | transcript 181b22f1-0920-4964-932e-1e83eddf81a6 | chars 3923-4228 | segment 4

We believe, looking at internal and external data, that the slowdown in our growth is the result of an unprecedented increase in summer travel, a recent wave of COVID cases, and slower than expected return to office and an erratic urban recovery.

Aug 9, 2022 / receipt, needs a key / Mitch Rebath, CFO | earnings call 2022-08-09 | transcript 181b22f1-0920-4964-932e-1e83eddf81a6 | chars 20513-20759 | segment 21

Many of the things you talked about, maybe return to office and travel, had more to do with the urban markets.

Aug 9, 2022 / receipt, needs a key / John Glass, analyst | earnings call 2022-08-09 | transcript 181b22f1-0920-4964-932e-1e83eddf81a6 | chars 22415-22525 | segment 23

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company_statement / Sep 15, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 11, 2026 / receipt

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company_statement / Sep 10, 2026 / receipt

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company_statement / Sep 10, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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company_statement / Sep 9, 2026 / receipt

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company_statement / Sep 8, 2026 / receipt

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company_statement / Sep 8, 2026 / receipt

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