Steve Voskuil

“And I'll speak to the first half as Easter creates a lot of noise into you too, as you said, Andrew. U.S. confection retail consumption of about 3% understated our real demand by about two points, primarily due to non-measured channel growth and the year-over-year concentration of Easter shipments in 2026.”

“Two parts to that, you know, Kirk said Easter sell-through was strong, and so one upshot from that was earlier shipping of some of our spring programming, including s'mores, for example, which is actually getting activated as we speak.”

“I'm a little disappointed because I thought I was Jason's best friend at work, but I'm not going to take it personally. It's great to be with you today. By virtue of my spot in the batting order, I also have the privilege today of tying everything together.”

“So for Q2, I'd say we have enough clarity this year that 15 to 20, as you'd expect, we've got a lot of inventories. So that mitigates some of the impact for Q2.”

“So, as implied, when we say balanced growth, we want to eventually get EPS back on algorithms. And so, as we look to ‘26, one of the benefits of a great hedging and commodity team is we’re not paying the market price.”