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- **U.S. Momentum**: 10.5% sales growth, 7.1% comp store growth, and 20% target store margin highlight strong U.S. expansion.
- **Canada Resilience**: 3.9% comp growth despite macro challenges, with focus on cost control and efficiency.
- **Debt Optimization**: $17M annual interest savings from refinancing, targeting 2x net leverage by 2026.
- **2025 Outlook**: Tightened guidance reflects U.S. strength and cautious Canadian outlook, with adj. EBITDA $252-257M.

**【CEO Summary Section】**
- **U.S. Sales Growth**: 10.5% net sales increase, driven by 7.1% comp store sales growth, with strong transaction and basket growth.
- **Canada Progress**: 3.9% comp sales growth, fourth consecutive quarter of improvement, despite macroeconomic challenges.
- **New Store Expansion**: 10 new stores opened in Q3, on track for 25 in 2025, targeting 20% store-level contribution margin.
- **Financial Highlights**: $70 million adjusted EBITDA, 16.4% margin, and $50 million share buyback authorization.
- **Debt Refinancing**: $17 million annual interest expense savings, reducing net leverage to under 2x by 2026.

**【CFO Financial Commentary】**
- **Net Sales**: $427 million (8.1% YoY), with U.S. at $235 million (10.5% YoY) and Canada at $161 million (5.1% YoY).
- **Gross Margin**: 80 bps increase in COGS due to new stores and Canadian production adjustments.
- **Expenses**: Salaries/wages up 220 bps to 18.8%, SG&A up 19% to $100 million, including $4 million impairment charge for 6 store closures.
- **Outlook**: 2025 net sales $1.67-1.68B, adj. EBITDA $252-257M, adj. EPS $0.44-0.46.

**【Q&A Highlights】**
- **Canada Strategy**: Focused on sharp pricing, selection, and efficiency; expects low-single-digit comps in 2026.
- **U.S. Expansion**: Entering Tennessee, North Carolina, and Atlanta; 75-80% of 2026 capital allocated to U.S. growth.
- **Processing Efficiency**: Balanced production with demand, exiting Q3 at equilibrium; targeting 2026 EBITDA margin expansion.
- **Loyalty Program**: 6.1 million active members, driving repeat purchases and trade-down trends in both markets.
- **Tariff Impact**: No direct exposure, but monitoring U.S. apparel price increases for potential value gap opportunities.

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