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I know last quarter, you've been talking about the new big chicken facility, talking about bringing in-house some production and that had been on track.
how much of that was driven by some of the retailer inventory adjustments? And how much of it would you attribute to just recovery from the supply chain disruptions a year ago?
There was a pretty sizable impairment charge taken in the quarter. I don't believe I saw any details in the press release.
Could you just remind us how you're thinking about the cadence of repatriating some of that production and how we should be thinking about the magnitude and cadence of the margin improvement
Can you help us understand the swing factors that could push results towards one end or the other?
Could you help us understand what parts of the NAR and Pet business were impacted
we saw a lot of products that are putting protein front and center. So just wondering how those are performing
Could you help us understand the drivers behind that? I know you called out March Madness as tentpole
Just curious if you can give us an update on your thoughts around the cocoa market
wondering if you can just kind of share how you're thinking about some of those tail brands and how we should be thinking about investment in those going forward
should we assume that means that your cocoa cost in '26 is actually in line with that of '25
just wondering if you can share with us your thoughts around what exactly you're seeing with the consumer
wondering if you can share with us some context around how you're thinking about potential SNAP headwinds for the business
what kind of response have you had from convenience retailers in terms of some of your new initiatives and innovations
how much recoveries may be expected to come from that West Africa region relative to how much is expected to come from sources outside
Wondering if you can just share anything on maybe performance or trends you're seeing across other channels
Cocoa prices in the market do come down, whether it be next year or the year after, how would you think about reinvesting in the business
Can you help us understand what is happening both in the U.S. and abroad, and how you think about the improvements within that part of the business
in light of some of the political backdrop with ban on some artificial food [dyes] and other potential regulatory changes down the pipe. Wondering if you thought about how that might impact the cen...
Have you seen any change in strategy from your branded suppliers, whether it be promotional or otherwise?
I don't believe I've heard any discussion thus far about GLP-1 and some of the more recent developments in that market
you made some comments in the prepared remarks about continued investment in cocoa grown regions. Maybe outside of West Africa
how some of those dynamics impact your thinking on this
has kind of changed your time line for this or giving you any sense of urgency to get this done
wondering if you can share maybe a little bit more detail in terms of how you're thinking about different parts of the world
wondering maybe if you can give us a sense of magnitude of impact, let's say, for the reformulations
Just wondering if you can share some thoughts on what you're seeing and what gives you the confidence in that gradual recovery continuing
what are discussions like with retailers right now? Are they kind of more receptive to innovations?
you had spoken to maybe some more volatile growth trends within the flavor solutions business, just given the timing of wins and other things
how should we be thinking about kind of the, I guess, more traditional channels just in terms of distribution runway left versus maybe innovations on shelf
you made a comment in the prepared remarks about the category as a whole rebounding. And just wondering if you can kind of help us understand a little bit about what's going on there
we've heard some of your competitors speak to the need to reduce prices to offer value for the consumer. And we obviously haven't heard your team talk about that much
In terms of EPS growth, expectations for on algo were better. Obviously, the tariff relief provides a significant tailwind. So just wondering maybe how we should be thinking about base business exp...
Wondering if you can clarify maybe how much in sales that represents of that part of the business and how we should think about the impact of that for this year
if for instance, some exemption does come through on that, you know, how maybe should we be thinking about, you know, the pricing actions that you mentioned in the winter