Seth Weber

I think we had previously talked about like 100 basis points margin headwind next year for '27? I just wanted to sort of mark-to-market

can you just help us contextualize how this business is going to then react once the new capacity comes online?

Are these conquests from other providers or, you know, just new, you know, companies that are new to the space that are kind of just adding suppliers

Wondering if you could just give us your updated thoughts on the cadence for the shedding into the residential contracts.

it sounds like you're now talking about $1 billion plus, which I think is a little bit stronger than what you mentioned last quarter.

have you seen a big impact related to the winter storms

can you just talk to how the early progress has gone with that, the integration

in your experience, is that typically -- have you seen that as a good leading indicator of just sort of the broader macro?

I wanted to see if that's still the case or if you're getting any better traction with the large hospital networks at this point

can you update us on your national accounts business just across the whole company