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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Operating activities    
Net income $ 1,204,829 $ 1,202,346
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 268,680 251,154
Deferred income tax provision 94,285 (9,599)
Impairment, closure costs, and asset disposals 18,271 24,139
Provision for credit losses (1,626) (289)
Stock-based compensation expense 93,966 85,903
Other 7,571 2,459
Changes in operating assets and liabilities:    
Accounts receivable 49,982 22,069
Inventory 2,408 (10,540)
Prepaid expenses and other current assets (9,456) 21,944
Operating lease assets 235,619 211,172
Other assets (4,487) (17,990)
Accounts payable 29,304 22,290
Accrued payroll and benefits (68,890) (42,774)
Accrued liabilities 10,342 23,488
Unearned revenue (23,514) (22,745)
Income tax payable/receivable (42,428) (29,100)
Operating lease liabilities (179,482) (155,770)
Other long-term liabilities 2,708 149
Net cash provided by operating activities 1,688,082 1,578,306
Investing activities    
Purchases of leasehold improvements, property and equipment (468,881) (420,718)
Purchases of investments (15,719) (828,846)
Maturities of investments 477,264 548,070
Net cash used in investing activities (7,336) (701,494)
Financing activities    
Repurchase of common stock (1,683,720) (662,605)
Tax withholding on stock-based compensation awards (48,558) (73,349)
Other financing activities 2,976 990
Net cash used in financing activities (1,729,302) (734,964)
Effect of exchange rate changes on cash, cash equivalents and restricted cash (187) (1,495)
Net change in cash, cash equivalents, and restricted cash (48,743) 140,353
Cash, cash equivalents, and restricted cash at beginning of period 778,379 586,163
Cash, cash equivalents, and restricted cash at end of period 729,636 726,516
Supplemental disclosures of cash flow information    
Income taxes paid 319,004 408,553
Purchases of leasehold improvements, property and equipment accrued in accounts payable and accrued liabilities 101,478 78,798
Repurchase of common stock accrued in accounts payable and accrued liabilities $ 15,685 $ 12,000