SUPPLEMENTAL FINANCIAL PRESENTATION January 29, 2026 Q4 2025 EARNINGS HIGHLIGHTS SAFE HARBOR The forward -looking statements included in this presentation are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts, which address activities, events, or developments that we expect or anticipate will or may occur in the future, including statements regarding market share gains, positive customer trends, new s ...

Financial Performance - Net sales increased to $3.72 billion in Q3 2025, a 7.2% increase compared to $3.47 billion in Q3 2024 [15] - Comparable store sales increased by 3.9% in Q3 2025, compared to a decrease of 0.2% in Q3 2024 [15] - Gross margin increased by 15 basis points to 37.4% in Q3 2025 from 37.2% in Q3 2024 [18] - SG&A expenses as a percentage of net sales increased by 29 basis points to 28.1% in Q3 2025 from 27.8% in Q3 2024 [18] - Net income increased to $259.3 million in Q3 2025, a 7.4% increase compared to $241.5 million in Q3 2024 [21] - Diluted earnings per share increased to $0.49 in Q3 2025, an 8.6% increase compared to $0.45 in Q3 2024 [21] - Operating margin decreased by 14 basis points to 9.2% in Q3 2025 from 9.4% in Q3 2024 [21] Updated Fiscal Year 2025 Guidance - Net sales are now expected to increase by 4.6% to 5.6% [33] - Comparable store sales are now expected to increase by 1.4% to 2.4% [33] - Operating margin rate is projected to be between 9.5% and 9.7% [33] - Net income is projected to be between $1.09 billion and $1.14 billion [33] - Diluted earnings per share are projected to be between $2.06 and $2.13 [33]