Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Management attributed the second quarter underperformance to unusually adverse conditions in May, where high fuel prices and persistent drought in the Southeast pressured discretionary spending during the peak spring season. The business model remains resilient in needs-based categories, with consumable, usable, and edible (CUE) products maintaining positive momentum despite broader macro headwinds. Management noted that while customer engagement remains healthy, spending behavior has shifted toward deliberate, needs-based purchases and trip consolidation.