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I wanted to follow up on inflation. You mentioned how, I believe, it was a little bit less this quarter than the prior
was food in inflationary or not in the quarter? And and how do you see that trending
I do want to circle back on inflation. Gary, I think you mentioned it was low single digits
On the inflation in grocery last quarter, said it was slightly positive. Was that around 01%?
I have one clarification than my question. Clarification was on inflation. I heard up low single digits
how much of that 150 bps of acceleration is related to some of the early tariffs going through? How much of it is mix?
The 50 bps is the full annualized effect on the margins of the 2 acquisitions, right?
Is that still a good framework to think about given the demand levels here?
What was it in the quarter? Was it anything as part of that ticket growth? And are tariffs contemplated in your guide?
if you could talk about kind of the rationale behind the acquisition of Poppi and what you're planning to do with the brand
could please talk a bit about the PBNA pricing strategy for 2025 and then a bit more about higher thinking of promo in that segment
I wanted to follow up on price mix. In the fourth quarter and then also the 7% price hike on January 1.
if we look at the full year or just the third quarter, how much volume hurt gross margin rate?
I guess, what would gross margins had been if we even managed to have volume be flat or up the quarter. Can we think of, you know, that being forty, fifty, sixty bps of relative pain?
Should we expect the first quarter to have been the biggest expansion in gross margin or are there other things at work that could help us through the year?
What commodities or areas are driving that? Are tariffs in any way a factor?
disinflation, especially with drug prices coming down
I do want to unpack Walmart+ membership
what's the time lag that you would expect to see that show up on the shelf