Leases (Tables)

9 Months Ended

Nov. 02, 2025

Leases [Abstract]

Schedule of Components of Lease Cost

The components of lease costs during the periods presented were as follows (in thousands):

	Third Quarter of Fiscal				First Three Quarters of Fiscal
	2025		2026		2025		2026
Fixed operating lease cost	$	12,930	$	15,096	$	35,467	$	41,370
Variable lease cost (1)	3,905		2,592		10,699		8,374
Short-term lease cost (12 months or less)	1,160		1,239		3,014		3,542
Finance lease cost:
Amortization of finance lease right-of-use assets	1,100		582		3,300		1,719
Interest on finance lease liabilities	16		39		141		89
Total finance lease cost	$	1,116	$	621	$	3,441	$	1,808
Total lease cost	$	19,111	$	19,548	$	52,621	$	55,094

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(1) Variable lease cost predominantly included common area maintenance charges.

Supplemental information related to leases is as follows (in thousands):

	At the End of
	Fiscal 2025			Third Quarter of Fiscal 2026
Operating leases:
Weighted-average remaining lease term (in years)	4.9			4.9
Weighted-average discount rate	7.4		%	6.5		%
Finance leases:
Finance lease right-of-use assets, net (1)	$	5,555		$	5,707
Finance lease liabilities, current (2)	$	387		$	564
Finance lease liabilities, non-current (3)	—			2,289
Total finance lease liabilities	$	387		$	2,853
Weighted-average remaining lease term (in years)	1.0			4.5
Weighted-average discount rate	3.3		%	5.5		%

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(1) Included in the condensed consolidated balance sheets within property and equipment, net.

(2) Included in the condensed consolidated balance sheets within accrued expenses and other liabilities.

(3) Included in the condensed consolidated balance sheets within other liabilities, non-current.

Schedule of Cash Flow, Supplemental Disclosures

Supplemental cash flow information related to leases is as follows (in thousands):

	First Three Quarters of Fiscal
	2025		2026
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash outflows for operating leases	$	37,380	$	43,691
Financing cash outflows for finance leases	$	4,818	$	1,115
Right-of-use assets obtained in exchange for lease liabilities:
Operating leases	$	56,813	$	80,373
Finance leases	$	—	$	3,059

Schedule of Future Lease Payments Under Non-Cancelable Leases

Future lease payments under our non-cancelable leases at the end of the third quarter of fiscal 2026 are as follows (in thousands):

Fiscal Years Ending	Operating Leases		Finance Leases
Remainder of 2026	$	14,786	$	—
2027	51,715		704
2028	57,709		704
2029	49,119		704
2030	46,172		704
Thereafter	45,037		410
Total future lease payments	264,538		3,226
Less: imputed interest	(38,991)		(373)
Present value of total lease liabilities	$	225,547	$	2,853

Schedule of Sales-Type Leases, Payment to be Received, Maturity

Future minimum gross lease payments allocated to the sales-type leases and operating lease components are as follows (in thousands). The remaining lease payments of $154.6 million allocated to the non-lease components are excluded from the table below.

Fiscal Years Ending	Sales-Type Leases		Operating Lease
Remainder of 2026	$	5,007	$	3,124
2027	14,057		9,341
2028	16,978		7,451
2029	20,626		1,742
2030	23,399		—
Thereafter	45,137		—
Total future lease payments to be received	$	125,204	$	21,658

Schedule of Lessor, Operating Lease, Payment to be Received, Maturity

Future minimum gross lease payments allocated to the sales-type leases and operating lease components are as follows (in thousands). The remaining lease payments of $154.6 million allocated to the non-lease components are excluded from the table below.

Fiscal Years Ending	Sales-Type Leases		Operating Lease
Remainder of 2026	$	5,007	$	3,124
2027	14,057		9,341
2028	16,978		7,451
2029	20,626		1,742
2030	23,399		—
Thereafter	45,137		—
Total future lease payments to be received	$	125,204	$	21,658