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could you give us some directional help on which segments you expect to lead the margin expansion this year?
For the remaining three quarters, should we expect the remaining ~$50 million to be linear
you started to ask like the rule of 40 more consistently. It seems like pool clearly checks that box. Maybe the other two segments are a little further away
have you approached the guide similarly? Or do you think the certainty is a little bit better this year and you don't need as much of a cushion
Wanted to ask on the new elevated CIO role with Heather, and I think there's a little bit of a shift on focusing more on digital.
could you comment a little on just inventory in the channel? Across your different segments? And just if you're seeing anything that seems a bit out of balance
I just wanted to ask on the topic of tariffs again. Just any observations of prebuying, like to the extent you can measure that
going back to the transformation savings, $44 million in the first half, so about $36 million for the rest of the year
what's your level of confidence is still hitting that margin target in 2026? And, like, say we did have some form of a, you know, mini recession here
can you flush out like what sales growth are you assuming for 2026 in order to hit this new 26% margin?
is it about a two-point headwind in the sales bridge you're assuming or about half of the Quad 4 sales?
Can you give us an update how you're viewing the tariff headwinds and cost inflation headwinds this year and if that's changed at all versus last quarter?
is it still fair we should be thinking about the company realizing about 2% price or so?
Could you expand a little on like what went well? And as we look forward, I think in the past, you said 1Q and 3Q often go below 100% conversion
for 4Q, I just was hoping you could give some segment level color on margin expectations, maybe sequentially is the best way to do that?
are you taking share? And maybe like how long could this type of growth persist?
Just any sign of that is like helping with customer confidence as we go into the back half of the year?
the guidance 90% to 100% is a little below your medium-term target of 100% and extra working capital was cited
have you dialed what your sourcing is maybe for COGS from China, Mexico and Canada?