Air Freight And Fuel ExposureHeavy reliance on air-sourced inventory exposes the company to higher air freight and jet fuel costs, which can increase logistics expenses and compress margins.
Tariff And Shipping RisksTariff uncertainty and shipping disruptions could raise sourcing costs and pressure gross margins, creating a headwind to profitability.
UK Expansion And Store Rationalization UncertaintyAnalyst requests more detail on how the U.K. e-commerce launch, new retail openings, and planned store closures will affect margins and inventory levels, signaling execution risk that could weigh on profitability.