NXH · NXH Q3 FY2026 earnings call record财报电话会记录

“At Bed Bath & Beyond and The Container Store, we think there is the perfect balance, and Amy Sullivan has demonstrated, maybe the best merchant I have ever met in my life, has demonstrated the perfect balance between understanding how to have brands on the shelf that give customers confidence in the business, but how to give people the pricing flexibility as consumers continue to struggle by sourcing products globally that not only break the elasticity curve to create demand, but give us the kind of margins that allow us to achieve 37%.”

“If you look back over the last 12 to 24 months at the costs that were taken out of the original legacy Overstock business that's now experiencing the kind of growth that we expect it to have, we hope that that provides a proof point and a confidence point that Amy, myself, and the rest of the management team is capable of extracting out these costs.”