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did things get worse within the quarter within North America? I know there’s been a lot of noise, rising gas prices
what are the potential risks, what is the prudence that's being baked into the guidance just so we understand if we do have a prolonged situation in Middle East, what's the wiggle room within guidance
can you just talk to us a little bit, like, how early you are in this adoption curve in the DSOs
What are you guys kind of assuming both on the international side and the North or the Americas side for end markets?
maybe just spend a minute on teens, what was driving kind of the growth there? And do you think we're moving past this kind of shift back to wires and brackets again and we're a little bit back on ...
what percent of your business is DSOs at this point, roughly speaking? Can maybe spend a minute or two on why they specifically are doing better and if that should be durable as we head into next y...
I was hoping you guys can just spend a little time talking -- we saw consumer sentiment come down, but it seems like the business is doing well
what's the adoption curve looking like relative to your expectations now that we're about a year in?
Is that simply a result of just being earlier in the adoption curve and so things are doing a little bit better there? Or is macro and international just doing a little bit better
what is left in the pipe on the software side. Like, what else can you do here what else can you leverage the software side for
Where -- are we in the ballpark there on that pricing? And then how does that pricing trend over the coming years
How are those discussions going? Should we continue to think about this as a kind of an annual revenue per patient
What are you looking for within the portfolio that should or should not be there?
are you guys seeing any impacts from noise around ACA or Medicaid work requirements
how are things progressing so far in early 2026 in terms of volumes
Just curious if you could talk a little bit about the impetus of that decision
is there a organic growth number that was embedded into the full year guidance that you guys had last quarter versus this quarter
many of the other dental manufacturers were calling our DSOs for kind of a notable strength in the quarter
What percentage of customer needs do you guys think you can fulfill with your current portfolio?
can you clarify that there -- is there a change in the sales incentives or the structure of the sales incentive packaging?
is that correct? Like, is utilization largely consistent through '26? And then two, are some of these opportunities to maybe push utilization even higher
Are they really helping you offset any of this weakness we're seeing in end markets? Are you any accounts with it or using things like Velo, are you seeing a better pull through of the portfolio
what's your ability to maybe use that as a foot in the door and start taking share, even more share, within that market
just kind of curious how things have trended more so in April. I think a lot of us are trying to understand the consumer
the international devices business has done very well and remained elevated growth levels
what are the growth drivers you see? Any new product launches as we go into fiscal 2027? And, Brett, what levers are there on a go-forward basis in 2027
Talk to us a little bit about what are you seeing from that channel? How excited are you about it?
Will Zoetis be realizing a net lower ASP based on that language you're using? What does that mean for margins?
it feels like what you're describing is entering a new world in this market
Should first half be towards the low end of that, not below it?
is the commentary I am hearing from you guys that the pet owner's financial situation is getting worse, or is it that the vet clinics raised price too much
what have you guys learned? What's going to change as you launch these new long-acting OA drugs because a successful launch of these into 2026 feels like it could be one of the key levers
can you talk a little bit about what you're hearing on Librela? Why the slowdown? I think we talked a lot about the positive clinical data around this
is there anything more granular, Kristin, you can give us in terms of pipeline, life cycle innovation, anything like that, that we should expect probably, let's call it, over the next 12 to 18 months
Can you just talk a little bit about what you guys are seeing through April given kind of consumer sentiments rolling over a little bit