John McNulty

“Thanks for taking my questions, and congratulations to Kerry and Matt on what looks like a nice solid step for them. And I guess my first question is to that. I guess what precipitated the change?”

“So I guess maybe just to flush out the CPG side a little bit more. So I guess, can you help us to think about how much of the weakness was tied to the education and healthcare side versus the product shortages due to some of the supplier raw material challenges?”

“I guess, can you speak to the levers you can pull that kind of lock in some of that longer-term volume so that it doesn't just become temporary and kind of tied to sulfur pricing and what's going on in the straight right now?”

“Maybe the first one on the diversified side. So, I guess when I look at the second half outlook for growth versus the second quarter, it looks like things accelerate a bit.”

“So I wanted to dig into the RAS margins. You know, admittedly, they came in a little lighter than we expected in 2Q, and yet you're looking for, you know, mid-30s in the back half.”