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some of the data that we're getting on C stores is not ideal right now. I'm just curious if that had any kind of impact
what are your data showing about frozen food? It would seem to me that scratch cooking costs more than a frozen dinner
What are you seeing? Obviously, you have a little more of a protein bent in your snacking business
is it also reasonable at this point to anticipate an uptick in your promotional activities as well
to what extent you have optimism in this positive trend to continue. You know, how much of it do you think is driven by sort of just lower consumer confidence
how confident are you that you can still achieve your target of 17% in fiscal '27
The data has been decelerating in both one and two year basis or on those basis. How comfortable are you with the rate of change in consumption
I wanted to ask about the gross margin and marketing. They came in both a little bit below consensus expectations
Is there anything unusual in terms of timing benefits, tailwinds we should be considering as we model the back half of the year?
I'm trying to get a better sense, if possible, if something has changed or you've learned a little bit more about the margin potential there
It seems that those headwinds are a little stronger than the tailwinds and that's kind of what we're hearing from the buy-side today
could you maybe elaborate a little bit on what those pressures are, what exactly you're feeling
was there any consideration to waiting on the announcement until a successor was found
your underlying EBIT growth when we just exclude T&M this coming year is expected to decline
Are you still planning on -- I think you are, $250 million of net operating income improvement from '23 to '26
You said to expect 2Q EPS to decline by less than 1Q, just on the Easter season timing and some ERP reversals
Is there a rough way for investors to think about the risk ahead if an exemption doesn't immediately come through
is that dependent on how you view underlying supply and demand, or is it really more dependent on, hey, just looking at the futures market
what is baked into your guidance? And if you said this, I missed it, but how are you thinking about elasticity as more pricing unfolds
I don't think any of them have really talked about quite the increase in tax that you're about to experience
it certainly seems to some observers that the industry, the food retail industry is holding back on maybe passing through some of the wholesale inflation
Your largest competitor are in food retail. We’ll see if the judges agree that it’s a competitor or not, but your largest competitor in food retail had more kind of commentary last week or this wee...
Are there any other unusual tailwinds or headwinds that we should consider just directionally as we think about next year? Just trying to get a sense for what would kind of throw you off from havin...
Is there a possibility you can maybe be a little bit less aggressive on RGM or maybe some other actions than you were planning
the general health of the biscuit category here in the U.S., and also your expectations roughly for both volume and price
structurally changed in your view of supply and demand or is this just a situation where you have to sort of
what should investors be looking for in terms of key tariff risks ahead, as well as, I guess, related headwinds and actions that the company will take in response?
how would you like us to sort of think about directionally EBIT and EPS in 2Q either relative to 1Q or versus a year ago?
I was hoping for a little bit of color on your outlook for margin expansion growth between the two segments
How would you like us to think about the balance between price versus volume mix for the rest of the year
can you update us a little bit on what you're thinking in terms of synergies both this year and next, in light of maybe a longer path
just kind of want to get a sense for what's in your guidance for QSR chicken demand now as opposed to a few months ago in light of some of those puts and takes
when do we start to see a real uptick, meaningful uptick right above 10% on a sustainable basis
is it possible that there's a potential partial offset coming in the next year just from higher supply
you have a new administration coming in the White House. I think a lot of uncertainty, maybe both on the upside and downside