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I want to go back to a bit about the segmentation in the Jack Daniel's specifically
I was hoping to see if you can comment on what you said about outperformance on organic sales growth and the comparison dynamic from last year
The U.K., I was curious, usually brands go and fly to the U.K. and especially because you have BATISTE there
Are you seeing any pressure on that most recent launch in liquid as you exit the quarter?
if you can kind of decompose a bit of the price mix. And then you mentioned you have obviously a good position in the value segment
How are you going to be able to continue to innovate and how you're seeing percentage of sales coming from that innovation accelerating in the second half
Are you implying -- and sorry if I missed that, that you're going to be taking pricing because a lot of your competitors are saying we're taking pricing even in the U.S.
I wanted to just go back, you called out in terms of consumption, I called out the 300 basis points reduction in customer domestic for the inventory destocking
Is 11% appropriate as it was in the Evergreen model up until the lever that you are now?
if you can elaborate a little bit more on the -- how competitive the U.S. Oral Care businesses now
Clearly, you reaccelerated in the quarter, even strong volume growth. I was hoping to see if you can parse out
Are you planning any selective pricing to offset the additional commodity headwinds
just thinking how we should see it go through the P&L is just more ammunition for innovation, digital, as you said, AI
not out of the woods yet. Can you comment a bit on where you stand right now
what you're expecting on the FX driven pricing. You mentioned Latin America you took pricing
Did that change as you point out, like the impact that I think if I understood you correctly, Luc, you mentioned 30 basis points gross margin headwind.
can you comment a little bit on how you landed as you exit the quarter, the categories.
I was hoping to see if you can talk about exit of the quarter and how are you seeing I mean, obviously, you did reaffirm your guidance. How we should be thinking of the competitive environment now ...
some of your peers had said that you know, they've seen the exit rate improving a bit.
I was hoping if you can touch a little bit on the environment for promotions.
Anything to add to that in terms of like your flexibility to perhaps get into a better range than guided.
the 7% to 8% volume impact is greater than the positive 3% to 4%. That's why in fiscal '25, that's very simplistic to say, but just to feel how the impact is bigger this year
I was hoping to see if you can share some examples. You did share Scentiva on the high end, but perhaps give us some comfort on being able to pivot where the consumer is
if you can kind of give us the distribution, kind of, pace that you had? I mean, I assume that you regained distribution.
I was hoping to see if you can talk about a little bit more on category consumption, Linda, because obviously there are puts and takes
how much are you including in guidance for this margin expansion that you gave out at the midpoint and out of the whole program
as the green cost prices improve, are you planning to roll back some of the pricing you had for [ coffee ] parts to just reignite volumes
to get to the double-digit share, basically you're thinking, are you thinking two parts of the same question, one organic or M&A
what is embedded in for the pods volume recovery? I mean, obviously the price mix impact is probably going to hopefully inflect
you did call out that volumes understandably turn negative in March in the Middle East
My question is on the impact of SNAP changes in the U.S.
the New York factory when at full capacity, will give us about 30% more capacity or volume potential for fairlife
I wanted to ask on the potential innovation into PureCircaCane
can you comment on the performance of Western Europe, which is a very large component of your profit pool
can you comment on the playbook? And if you're embedding a deceleration in volumes there
How are you going to measure that? And how can shareholders and investors look at either be it Numerator or Nielsen
I wanted to just double click on that and see how we should be thinking understandably knowing that you're very strong in the summer season
if you can kind of break it down if it's fair to assume, number one, that you obviously will have potentially less price realization, but some
wondering how we should be thinking given the hedges and what has been happening with the aluminum prices?
I just wanted to go back to the -- your comment right on the innovation for Bang and using both Bang and Reign
how the programs have been progressing as we go through the quarter? And how sustainable do you see this performance
There was a news article that talked about as much as 15% in some of the PFNA items
how to think about the headwinds of the SKU rationalization impacting your organic growth
why do you think the consumer -- as the consumer is searching for healthy snack, the share of healthy snacks for you did not improve that much
are you seeing more declines in the higher price points or in bigger packs
Have you been able to recover volume share in the most price-sensitive categories
are you thinking you can stabilize or even perhaps have share gains with the interventions you were making
I wonder if you can kind of give us some examples of ways the Procter has been more active in pivoting
within your fiscal '26 EPS guide, are you adding back any tariff mitigation efforts to the $800 million headwind
a clarification on the $1 billion to $1.5 billion impact that you quoted from tariffs. Is that I'm assuming obviously
is it fair to say you're feeling a bit better about getting to the midpoint on the top-line, but EPS more pressured
how the velocity has been so far and the level of incrementality you're seeing within the baseline
if you can comment on what has happened with beer volumes in the more Hispanic ZIP codes against the general public
if a tariff were to be implemented, would you prioritize volumes? In other words, take less pricing given the elasticity
how to expect the beer depletions against consumption as we unfold
I'm curious to see if you're seeing any green shoots because all we hear from your peers and retailers is that, obviously, with inflation hitting harder in the second half with tariffs, we could se...
I was hoping to see if you can comment on your price architecture. You talked about Banquet doing very well