Bombas CEO Jason LaRose on brick-and-mortar expansion, tariff impact and state of the consumer

Business Strategy & Expansion - Bombas is opening its first physical retail store in New York City, followed by two more in Florida and Texas [1] - The company's expansion into brick-and-mortar retail is driven by the fact that 65% of sales in the category still occur in physical stores [2] - Bombas has broadened its product line beyond socks to include intimates, t-shirts, slippers, and other footwear [3] Supply Chain & Tariffs - Bombas has a flexible and diversified supply chain, manufacturing products in about nine different countries [4][9] - The company's largest manufacturing countries are Vietnam and Cambodia [9] - The company estimates that over 20% of its supply chain has shifted in the last 6 months due to changing rules and tariffs [10] - Manufacturing in the US is currently not feasible due to a lack of capabilities and yarn production [11] Financial Performance & Consumer Behavior - Bombas' business has been up more than 20% year-over-year [12] - The company's basket size is 10% higher year-over-year, with every business up double digits [13] - Customers are showing trust in the brand, leading to continued success even when the macro environment is uncertain [14] Product Innovation - Bombas' sport socks are moisture-wicking [15] - Marino wool socks are highlighted for their sweat-wicking capabilities [16]