800 stores were announced at the FY23 results. 200 stores in the US is nothing to show off considering there were 190 stores in the US by the end of June. If anything, it shows the slow down in store rollout has persisted.
The only upside I see is an improved bottom line from less spending on Capex on new stores.
I think the store growth will accelerate again after China is opened but there is no confirmed date for this.
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