Kaumil Gajrawala

“You know, if you think about marketing spend, there's a lot of reasons for a big step up in the first half of the year. Obviously, World Cup was part of it. I hear lots of indications from you, at least on this call and in your comments on continuing the pace.”

“A lot of conversations these days about pricing. Mazda has announced some pricing. Sounds like it might be even higher than the 5% they have announced, despite some promotions back.”

“I wanted to talk a little bit about the, or dig in a little bit more on the consumer in that, you know, we're hearing from yourselves and other household goods companies on a weak consumer, but we're also hearing the opposite from a lot of other industries and retailers and banks and things like that.”

“Question, I suppose, on inflation’s impact on the consumer. Most of what we’ve heard so far, particularly in developed markets as we haven’t seen a lot of impact.”

“On elasticity, with inflation and pricing coming through, to what degree are you worried about breaking the trend of structural increased use of products in the home?”