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Can you just give us a sense as to whether there'll be any sort of residual impact on the back half of '26 from a calendar year standpoint
in terms of your expectation for volume for the next two quarters, which are your fiscal year '26, are you embedding just share with us in terms of what you're embedding in terms of volumes between...
What do you think is driving this most recent decline? Is it the same issue with consumer affordability challenges?
what customers are sharing with you as it relates to the sequential weakening
Can you share specifics on how exactly you intend to do that in the low growth end markets that both your segments sort of exposed towards?
on Intelligent Labels, how did that play out relative to your initial expectations for Q1? And also, has your view on 2026 core sales for this business changed
on intelligent labels, and the low single-digit growth during 2025, how are you at this point thinking about growth for 2026?
is it your sense that materials are starting to sequentially weaken as well?
What are you baking in for RFID specifically in terms of volumes for the back half of the year?
as it relates to the first quarter, you know, maybe give us a frame of reference as it relates to how you think tariff prebuying, etcetera, might have impacted the first quarter.
on the Materials segment, what are you embedding for core sales growth for 2025? And how does that breakdown between volume and price?
should we take away from this that you're just going to focus on North America, Europe and Latin America and not so much on the emerging markets
it looks like 1Q was pretty much in line with your expectations on a volumetric basis, but was really the operating leverage that was quite strong. And if that's accurate. Can you just give us the ...
as it relates to the outlook for 2026 for volumes for the 3 segments
How would you disaggregate that improvement between industry growth last year versus the 3 years prior? And then specific initiatives on your end
Relative to the industry volumes for 2026, would you be at least in line with the industry? Or how should we think about that dynamic for next year
how does that dynamic play out for 3Q? Because it looks like operating profit is a little bit better on basically comparable volume growth, but the operating profit is -- the operating leverage is ...
could you just give us a bit more color on what's driving the outperformance in the nonalcohol categories for the beverage North America
Is there any reason why Europe cannot benefit from a margin expansion standpoint to the same extent North America has relative to what you delivered in 2021
Can you just give us a sense as to where those are tracking relative to your initial plan and how is that starting to reshape your sort of baseline
Can you just sort of frame for us your supply position there? Where are you from a utilization standpoint?
does that allow you the opportunity -- a bigger opportunity as it relates to reconfiguration of your footprint and to reaccelerate that productivity
How are you thinking about 2025 as it relates to volume growth, tougher comparisons and just the fact that it is Europe
can you just give us more color on the specifics that drove the upside? And also sort of looking back at the quarter, do you think you benefited from any sort of out-of-pattern ordering due to cust...
going back to the Taste segment for the fourth quarter and the performance in North America specifically, I think you called out high single digit growth
can you just give us an update on the internal initiatives you have going on and as it relates to both cost optimization and growth?
Could you just give us more color on how the quarter unfolded from a monthly cadence standpoint and also what your embedded volume assumptions are for the back half of the year by segment
If you could give us a bit more color as to which specific end market verticals may have contributed towards that
your taste business really has to grow something like 5% to get to the, you know, to get to the midpoint of the organic growth, which is 2.5%. Is that the way to think about it
on your comments on price cost recovery will be much faster than prior period. Can you just outline some of the specific changes you've made to support that?
can you just give us a bit more color to the constituents you think about some of the major ones, TiO2, petros, etcetera
can you just give us a bit more color on the operating environment in Mexico?
in terms of base market conditions for Industrial Coatings, how are you thinking about the outlook for the back half of the year
I just want to go back to your comments on Europe as a region, and just for the color as it relates to what do you think is going on there from a macro perspective?
can you just give us more specifics on how are you adjusting pricing across the portfolio to reduce the risk of any sort of price-cost mismatch as 2025 unfolds
it seems like now it is guided towards low single-digit decline
on the performance coatings segment, the margin outperformance there relative to at least our expectations
could you just give us a bit more color on the 7% price increase for Paint Stores Group? How did you come about that number?
is likely to spill over into at least the first part of 2026. And then that on the flip side of that, as you think about your PSG verticals, which do you think would be the quickest to show any sig...
How do you expect the new residential end market to play out for you as the year unfolds in context of many of the major homebuilders lowering their expectations
as you kind of think about the six verticals within PSG, has your 2025 outlook changed in any material way