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Just curious what you've embedded within your guidance on elasticity on the back of your plan pricing action in the back half and maybe how that compares to your historical trends?
you lowered your CapEx guidance for this year by about $40 million. Just seeing if you could provide more detail on what was removed or delayed
if you could comment on your confidence in hitting your leverage target of three times by the end of next year
Have you seen any shifts in behavior across your brands, given the wide portfolio
Maybe you could comment on how you see the competitive environment there, the positioning of Slim Jim today
How is the growth tracking for new products versus the 25% goal that you had stated previously?
Any more color on the magnitude of that acceleration, how we should think about further distribution growth from here
what can you attribute the slowdown in wilderness to? And how are you thinking about your ability to drive an improvement there?
what have been advantages, or disadvantages, with your portfolio mix today?
Just curious if you could provide more detail on that, how it compared to your internal expectations?
should is this the right level we should be thinking about as a percent of sales at this point?
there is also been some investor concern around input cost inflation and freight heading into the back half.
seeing if you could provide more detail on the key puts and takes for the Retail segment in the quarter? And then how we should think about them as we move throughout the year?
how should we think about those elements in the mix of a more challenged consumer environment?
are you seeing from peers as you start to put through some targeted pricing in some areas?
You took pricing for value-added Turkey in the quarter, but pricing overall wasn't really a driver for the top line. So what's the offsetting pressure you're seeing there?
how your sales have trended in the C-store channel specifically and how you think about potentially supporting that channel
what have you actually seen in higher costs so far? And then what are you baking in for the back half
seeing if you could provide more color on the plans you have for the coming year, key timing we should think about
any more color on the puts and takes we should think about in the magnitude of that improvement as we go through each quarter
It sounded like there was increased brand investments in the quarter. Maybe you could just talk about where you're making those investments
could you provide some color on how you're thinking about the pipeline there? What are the key focus areas
see if you can help us understand the phasing of the pricing actions you're making in the back half and into '26
what's your appetite for reengaging on buybacks versus other investments in the business
international as it came in ahead of your expectations. When we talked last quarter, it seemed like that competition was increasing
it sounded like last quarter, you were going to invest more in variety brands and lean into your gold standard planogram
how that trended versus last quarter and throughout the quarter. And then as you think about potential drivers for improvement going forward
What is your SNAP exposure today? How much have the recent SNAP changes impacted your business so far
Just seeing if you could provide more detail on your sales trends across emerging markets
You had called out incremental inflation and promotions that were pushed from 2Q into 3Q. Just any color on the magnitude of that impact
the January data does still look a bit soft. So how should we think about the improvement from here
maybe if you could provide more detail on the opportunities you see regarding the in-store experience. Any color on maybe opportunities to accelerate remodels there or how you're thinking about lab...
For the ID sales guide, maybe just more detail on your embedded assumptions as we think about the drivers as we move through the year, especially around tonnage and market share
has anything changed in the competitive environment? You know, how do you view your price gap today? Is that 3,500 the end of the line? And are you still making these investments in a margin-neutra...
it seems like you plan to use your stores a bit more for e-commerce fulfillment. Can you help us understand how you plan to implement that? You know, any color on timing and cost?
Could you talk about the magnitude of the impact to gross margin this quarter? What's the key driver for the shrink improvement? And how much more opportunity do you see as we go throughout the year?
Seeing if you could provide more detail on the growth trends in retail media. How has engagement from partners trended, given the dynamic macro backdrop?
just looking a bit longer term over the next couple of years, seeing if you could provide more detail on the path of improvement from here. And I guess how much more can lower costs in the retail m...
it seems like the RFID tags within bakery is new to me. Just wanted more color there, what degree of lift are you seeing when you add that to the category? How many of your stores have it today and...
as you plan with your vendors and seeing if you can add more color on how you’re thinking about inflation into next year, what are you seeing across categories and hearing from those partners?
any more color on the confidence within that reiterated guidance range? I guess what gets you to the upper end here?
why you think that is, you know, what you're doing differently than the peers out there
just switching over to beef, given the wider guidance range there, just more color on the trends you're seeing in that segment
what do you think you're doing differently to position your brands today? Why do you think they're resonating in the current environment, especially when the consumer backdrop has mixed
maybe you could provide more detail on how you're thinking about the underlying cattle supply and costs as we move throughout the year to frame that view
The range for next year seems somewhat wide and is notably lower than the typical level you guys do
you did narrow your AOI guidance for that segment and the midpoint is kind of slightly lower than it was before. Just see if you could provide more detail on the input cost pressure you're seeing i...
seeing if you could provide more detail on how you're thinking about cattle supply and cost for that segment in the near term and as we build -- move through this herd rebuilding phase