Mike Roxland

have you been able to gain any share given your global presence and product availability

Given that synergies seem to be more weighted to rigid, should we expect operating leverage to be relatively muted EBITDA margins to be relatively flat year on year and flexible

What type of volume growth is embedded in that forecast

maybe you can just comment on if that’s something that you see that’s still within the crosshairs for the combined company

is there anything that stands out that you weren't expecting, upside, downside?

would it be fair to say that the algorithm at least in the near term has shifted higher

how do you think about the cadence of IL over the duration of the year? To hit your guide for 2026 in terms of growing beyond 2025

Can you share what you started to do or what you're looking to do early this year? To drive that growth?

Any potential for new deployments in the near term? Any comments you may have on potential like share gains?

the company did announce plans in late June to close 60 stores over the next 18 months. So can you just give us a sense of what that means for your IL deployments

what are you doing to try to mitigate any further share erosion in logistics?

What levers do you have available to you internally to offset those higher costs

what you see in terms of potential for EMEA and why it has the most runway relative to other businesses

how much of the $500 million in savings have you realized thus far

can you talk about any potential changes in customer relationships, business wins the company has experienced really as a result of the recent management changes

How far along do you think the beer companies are in this process? And I'll throw it out there, when do you expect beer demand to inflect higher

strategic customer wins, obviously, it's helping you drive your volume growth, pretty strong performance there. To the extent you can comment on what end markets do you see these gains

can you help us understand the EBITDA benefit associated with those closures. Because when I look at previous closes, like Orange and Red River, you guys called out specific

you've mentioned accelerating cost actions in North America. You sold the bags business. You mentioned just now outsourcing a large portion of your IT support

you're moving at a very fast pace with some of the box plant closures. You mentioned streamlining in the subregions into 7 from 13

Could you provide just some more color about the share gains that you had there? Where was your share prior?

can you give us a sense of your operating rate in North America in 1Q, where does it stand now that things have stabilized?

is there's been any pushback, any resistance? And what are you may do to sort of like grease the wheel

one of your objectives for 2025 is to balance capacity to your demand, so I'm wondering can you help us

Are you reflecting the $70 per ton in your 1Q guide?

if you had those 2 extra shipping days in 1Q, would things be looser and volumes be softer?

Can you just provide some more color around those commitments? Is it something you're looking to keep?

Was that all due to the outages, these will get Massillon and Riverville? Or was there any economic downtime

Now that you've owned the assets for roughly 6 weeks, can you talk about any potential upside to those numbers that you foresee from those assets?

can you talk about maybe some of the benefits that you're receiving from that extra work that you put into the mill?

you said, it sounded like box shipments sort of stated in June. Wondering what's happened there?

Was something specifically the way you ran your mills? Was it something with the contracts where price was able to flow through faster?

Can you just give us a sense of some of those business wins that you had in e-commerce, where they stand with respect to EBITDA margin

Can you give us a sense of the volume cadence you're expecting through 2025?

Can you give us a sense of the operating rate you're currently at? Would it be fair to say you're running full out

What levers do you have available to you internally to offset those higher costs. Are there cost takeout programs

you mentioned, Tony, seeing much improved demand and strength in order books. And it seems like you sold out of most paper grades. What do you think is driving that

is there anything you could do to expedite cost takeout? You mentioned, obviously, continuing to trim assets in Europe, rationalizing the 2 German plants

Any color you can provide in terms of how demand trended in both North America and Europe in September and what you've seen thus far in October

you mentioned you cut the loss making, I believe, I heard you say in North America corrugated by 40%. What metric or metrics are you referring to exactly

How much of the business in North America remains in a loss position

I just want to follow up on what you just mentioned, Tony, in terms of not banking on a second half recovery. Can you give us a sense just in terms of how you're thinking about the demand trajector...

you mentioned additional downtime of $100 million in 2Q. You had been originally thinking maybe $10 million to $15 million back in February. Where are you taking this downtime

has the competitive landscape changed such that there's increasing competition

Climate Solutions, you had sales of $100 million -- $111 million in 1Q, a big increase

any concerns over the government cutting funding

Any way to expand on what factors you're referencing

is it fair to say that EBITDA in wood products could be down $50 million, $60 million sequentially

what's your expectation for 3Q operating rate, given your outlook ] for lower sales volume

can you remind us the operating rate you ran at an EWP in 1Q and what you expect in 2Q?

does it tend to be higher margin relative to wind, solar and carbon credits and mitigation banking

Can you just comment about how the testing has gone, using that furnish? How has it performed?

risks to Natural Climate Solutions, particularly given the new administration