v3.26.1
Stock Based Compensation
6 Months Ended
Aug. 01, 2026
Share-Based Payment Arrangement [Abstract]  
Stock Based Compensation

10. Stock Based Compensation

As of August 1, 2026, there were 5,159,514 shares of common stock available for issuance under the 2022 Omnibus Incentive Plan.

Non-cash stock compensation expense is as follows:

 

 

(in thousands)

 

 

 

Three Months Ended

 

 

Six Months Ended

 

 

 

August 1,

 

 

August 2,

 

 

August 1,

 

 

August 2,

 

Type of Non-Cash Stock Compensation

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Restricted stock unit grants (a)

 

$

15,871

 

 

$

14,137

 

 

$

28,968

 

 

$

25,108

 

Stock option grants (a)

 

 

2,660

 

 

 

4,122

 

 

 

6,302

 

 

 

9,023

 

Performance stock unit grants (a)

 

 

13,583

 

 

 

14,189

 

 

 

33,146

 

 

 

20,133

 

Total (b)

 

$

32,114

 

 

$

32,448

 

 

$

68,416

 

 

$

54,264

 

 

(a)
Included in the line item “Selling, general and administrative expenses” in the Company’s Condensed Consolidated Statements of Income.
(b)
The amounts presented in the table above exclude taxes. For the three and six month periods ended August 1, 2026, the tax benefit related to the Company’s non-cash stock compensation was approximately $5.7 million and $12.9 million, respectively. For the three and six month periods ended August 2, 2025, the tax benefit related to the Company’s non-cash stock compensation was approximately $5.9 million and $10.1 million, respectively.

Stock Options

Stock option transactions during the six month period ended August 1, 2026 are summarized as follows:

 

 

Number of
Shares

 

 

Weighted
Average
Exercise
Price Per
Share

 

Options outstanding, January 31, 2026

 

 

1,260,295

 

 

$

199.72

 

Options granted

 

 

 

 

 

 

Options exercised (a)

 

 

(195,497

)

 

 

185.26

 

Options forfeited

 

 

(12,110

)

 

 

186.55

 

Options outstanding, August 1, 2026

 

 

1,052,688

 

 

 

202.56

 

 

(a)
Options exercised during the six month period ended August 1, 2026 had a total intrinsic value of $27.4 million.

The following table summarizes information about the stock options vested and expected to vest during the contractual term of such options as of August 1, 2026:

 

 

Options

 

 

Weighted
Average
Remaining
Contractual
Life (Years)

 

 

Weighted
Average
Exercise
Price

 

 

Aggregate
Intrinsic
Value
(in millions)

 

Options vested and expected to vest

 

 

1,052,688

 

 

 

5.7

 

 

$

202.56

 

 

$

174.7

 

Options exercisable

 

 

817,687

 

 

 

5.1

 

 

$

208.33

 

 

$

131.0

 

 

Restricted Stock Units

Restricted stock unit transactions during the six month period ended August 1, 2026 are summarized as follows:

 

 

Number of
Shares

 

 

Weighted
Average Grant
Date Fair
Value Per
Award

 

Non-vested awards outstanding, January 31, 2026

 

 

727,513

 

 

$

207.18

 

Awards granted

 

 

273,944

 

 

 

317.71

 

Awards vested (a)

 

 

(256,242

)

 

 

200.52

 

Awards forfeited

 

 

(28,049

)

 

 

236.19

 

Non-vested awards outstanding, August 1, 2026

 

 

717,166

 

 

 

250.64

 

 

(a)
Restricted stock units vested during the six month period ended August 1, 2026 had a total intrinsic value of $81.3 million.

 

The fair value of each share of restricted stock granted during the six month period ended August 1, 2026 was based upon the closing price of the Company’s common stock on the grant date.

Performance Stock Units

The Company grants performance-based restricted stock units to its senior executives. Vesting of the performance stock units is based on continued service and the achievement of specified pre-established adjusted net income per share growth over a three-year performance period, as applicable for each grant. Based on the Company’s achievement of these goals, each award may be earned up to 200% of the target award. In the event that actual performance is below threshold, no award will be made. Compensation costs recognized on the performance stock units are adjusted, as applicable, for performance above or below the target specified in the award.

Performance stock unit transactions during the six month period ended August 1, 2026 are summarized as follows:

 

 

 

Number of
Shares

 

 

Weighted
Average Grant
Date Fair
Value Per
Award

 

Non-vested awards outstanding, January 31, 2026

 

 

363,954

 

 

$

200.92

 

Awards granted

 

 

213,530

 

 

 

255.46

 

Awards vested (a)

 

 

(195,656

)

 

 

184.94

 

Awards forfeited

 

 

(3,169

)

 

 

242.80

 

Non-vested awards outstanding, August 1, 2026

 

 

378,659

 

 

 

239.59

 

 

(a)
Performance-based stock awards vested during the six month period ended August 1, 2026 had a total intrinsic value of $62.3 million.