The company said net sales for Q2 rose 5.3% from a year earlier to $26.5 billion, comparable sales grew 3.8%, and comparable traffic within that rose 3.6%.

1. 01

   The company said net sales for Q2 rose 5.3% from a year earlier to $26.5 billion, comparable sales grew 3.8%, and comparable traffic within that rose 3.6%.

2. 02

   The company said that the IEEPA tariff refunds of $994 million recognized in operating income of $2.6 billion for Q2 were reflected as a reduction of cost of sales, and that this item contributed $752 million to net earnings and $1.65 to GAAP and Adjusted EPS.

3. 03

   The company said GAAP and Adjusted EPS for Q2 came to $4.11, compared with $2.05 a year earlier, an increase of 100%, and that excluding tariff refunds, EPS rose 20% year over year.

4. 04

   The company said it now expects full-year GAAP and Adjusted EPS of $9.90 to $10.90, which includes tariff refund benefits of about $1.65 from Q2 and excludes any future refunds.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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