Andrew Lazar

“Brendan, in consumer, both EMEA and APAC are performing well, as you talked about. They you now look for a more gradual improvement in America's volumes versus, let's say, your previous guidance.”

“Maybe I want to start out, Canagra's pointing to organic sales in fiscal 2Q to decline 2%, a bit heavier than current consensus. It looks like quarter to date, maybe Scanner looks to be running maybe closer to flattish.”

“Nice to see some sequential improvement, you know, starting to show through. I guess I'd like to get a sense of the sort of pace of improvement in NAR specifically going forward.”

“I guess as I understand it, it looks like you received an 84-cent tariff refund benefit in fiscal 1Q and anticipate about a 60-cent benefit for the full year net of some incremental costs and spend back.”

“And then I think on the last call, there was quite a bit of discussion around potential inflation building, even outside of just soybean oil as it relates to Crisco, but other items too.”