Rafe Jedrosic

“I wanted to just follow up on some of the comments on pricing and the input cost inflation. First, can you just talk about the input cost inflation you've seen year to date from Iran, the exposure on the chemical side, and then what you're expecting in the back half of the year?”

“It looks like the unmitigated tariff impact is unchanged at like 150 basis points. Can you talk about the mitigated impact, like what you're planning for this year, and if some of that's going to carry into next year, and what's like changed on the assumptions there?”

“Can you talk about the sellout that you saw in North America, MDA, in the second quarter and 3Q today, and maybe talk about Whirlpool versus the broader industry?”

“And I appreciate all the color on tariffs as well. Just following up on Mike's question, just maybe can you give a little bit more color on the second half?”

“On the first one, just the The 75 basis points of price mix that you're assuming in the 25 guidance, can you give us a break to help us understand how much of that is carryover from 2024 versus mix versus the price related to the product launches?”