v3.26.1
Segment Information
 6 Months Ended
Jun. 27, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
The Company’s operations are conducted as one operating segment and one reportable segment via revenue derived from the sale of individual products sold to customers through various channels. Segment information has
been determined based on how the Company’s chief operating decision maker (“CODM”) manages its business, makes operating decisions, and evaluates operating performance. The Company’s CODM is its Chief Executive Officer. The Company’s assets are managed centrally and are reported internally in the same manner as the condensed consolidated financial statements, and thus, no additional information is disclosed herein. While the CODM evaluates operating performance based on both consolidated net income and Adjusted EBITDA, the primary measure of profit and loss evaluated by the CODM for its single reportable segment is consolidated net income.
The CODM is also regularly provided disaggregated expense information, as shown below:
13 Weeks Ended26 Weeks Ended
(in thousands)June 27,
2026		June 28,
2025		June 27,
2026		June 28,
2025
Revenue$155,233 $125,073 $267,533 $211,164 
Less:
Cost of goods sold(a)51,500 44,508 84,566 78,688 
Selling expenses(a)22,364 16,256 40,180 27,791 
Marketing expenses(a)14,490 11,250 23,942 19,792 
Employee compensation(b)22,297 19,917 42,422 37,487 
Occupancy expenses10,233 9,864 19,436 18,159 
Other segment expenses(c)9,191 7,415 16,628 14,121 
Depreciation of property and equipment4,036 2,806 7,988 5,458 
Amortization of definite-lived
intangible assets		209 210 419 419 
Stock-based compensation expense1,795 259 25,866 568 
Interest expense3,543 4,035 6,814 8,187 
Income tax expense4,697 2,360 792 434 
Plus:
Interest income185 414 498 1,069 
Other segment items1,345 308 1,282 235 
Segment net income$12,408 $6,915 $260 $1,364 
(a)Amounts are exclusive of depreciation and amortization expense as well as certain employee compensation and occupancy expenses.
(b)Amount is exclusive of stock-based compensation expense.
(c)Other segment expenses primarily include technology costs, professional fees, and other general and administrative expenses.
Geographic Information
The Company operated in the United States and internationally for the 13 and 26 weeks ended June 27, 2026 and June 28, 2025. Net revenues from retail stores are attributed to the geographic area in which the store is located, while net revenues from e-commerce and wholesale are attributed based on the customer's shipping destination.
The following table lists net revenues by geographic area:
13 Weeks Ended26 Weeks Ended
(in thousands)June 27,
2026		June 28,
2025		June 27,
2026		June 28,
2025
United States$123,986 $102,229 $216,423 $175,138 
Rest of the world31,247 22,844 51,110 36,026 
Total net revenues$155,233 $125,073 $267,533 $211,164 
The following table lists long-lived assets by foreign geographic area:
As of
(in thousands)June 27,
2026		December 27,
2025
United States$80,271 $75,971 
Rest of the world8,954 7,375 
Total property and equipment, net$89,225 $83,346 
The following table lists right-of-use assets by foreign geographic area:
As of
(in thousands)June 27,
2026		December 27,
2025
United States$157,710 $150,316 
Rest of the world19,231 17,379 
Total right-of-use assets$176,941 $167,695