v3.26.3
Segment reporting - Schedule of financial information by reportable segment (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 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 $ 352,650 $ 317,856 $ 1,016,980 $ 935,067
Cost of goods sold (less depreciation and amortization) 167,141 143,430 475,482 424,860
Selling, general and administrative 131,027 118,512 385,574 340,688
Less: other adjustments (23,095) (15,793) (55,190) (36,155)
Adjusted EBITDA 77,577 71,707 211,114 205,674
Capital expenditures 17,067 15,605 49,982 46,909
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 242,609 225,634 714,449 685,650
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 106,169 87,899 291,963 241,356
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 3,872 4,323 10,568 8,061
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 293,953 271,866 859,636 813,246
Cost of goods sold (less depreciation and amortization) 133,850 118,218 386,988 359,291
Selling, general and administrative 114,664 102,968 335,263 295,592
Less: other adjustments (22,788) (14,293) (53,351) (31,211)
Adjusted EBITDA 68,227 64,973 190,736 189,574
Capital expenditures 13,850 11,151 42,275 38,083
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 225,076 211,483 664,678 647,511
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 68,637 60,138 194,199 165,167
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 240 245 759 568
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 58,697 45,990 157,344 121,821
Cost of goods sold (less depreciation and amortization) 33,291 25,212 88,494 65,569
Selling, general and administrative 16,363 15,544 50,311 45,096
Less: other adjustments (307) (1,500) (1,839) (4,944)
Adjusted EBITDA 9,350 6,734 20,378 16,100
Capital expenditures 3,217 4,454 7,707 8,826
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 17,533 14,151 49,771 38,139
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 37,532 27,761 97,764 76,189
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 $ 3,632 $ 4,078 $ 9,809 $ 7,493