v3.26.1
Segment reporting - Schedule of financial information by reportable segment (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net $ 340,099 $ 310,586 $ 664,330 $ 617,211
Cost of goods sold (less depreciation and amortization) 155,588 143,819 308,341 281,430
Selling, general and administrative 131,677 111,357 254,547 222,176
Other adjustments (17,289) (12,463) (32,094) (20,362)
Adjusted EBITDA 70,123 67,873 133,536 133,967
Capital expenditures 15,930 15,049 32,915 31,304
Retail revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 240,731 229,313 471,839 460,016
Wholesale revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 95,993 79,177 185,795 153,457
Management fee income        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 3,375 2,096 6,696 3,738
Domestic        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 288,695 269,677 565,682 541,380
Cost of goods sold (less depreciation and amortization) 126,788 120,718 253,139 241,074
Selling, general and administrative 114,780 94,608 220,598 192,623
Other adjustments (16,413) (9,578) (30,563) (16,917)
Adjusted EBITDA 63,540 63,929 122,508 124,600
Capital expenditures 14,128 11,819 28,425 26,932
Domestic | Retail revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 224,378 216,384 439,601 436,028
Domestic | Wholesale revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 64,046 53,207 125,562 105,030
Domestic | Management fee income        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 271 86 519 322
International        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 51,404 40,909 98,648 75,831
Cost of goods sold (less depreciation and amortization) 28,800 23,101 55,202 40,356
Selling, general and administrative 16,897 16,749 33,949 29,553
Other adjustments (876) (2,885) (1,531) (3,445)
Adjusted EBITDA 6,583 3,944 11,028 9,367
Capital expenditures 1,802 3,230 4,490 4,372
International | Retail revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 16,353 12,929 32,238 23,988
International | Wholesale revenues        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net 31,947 25,970 60,233 48,427
International | Management fee income        
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Revenue and Long-Lived Asset [Line Items]        
Total revenues, net $ 3,104 $ 2,010 $ 6,177 $ 3,416