Bit surprised by the stock strength as quarter itself largely non-event on topline given updated guidance heading into the investor day awhile back – management stated quarter came in as expected.

January softer than anticipated due to winter stores with half store base shut down for 2-3 days. Business rebounded after they reopened.

Is this really the second quarter in a row where they miss earnings but increase the guidance range? Even that is kind of a mess as they lowered adjusted net income on the high end while raising adjusted EPS (likely due to share repurchases but still a lot of noise here).