Eric Basard

“Just clarification, if you – yeah, good morning. Clarification on two things. One, the March and April, the demand – this is industry shipments. Is that correct?”

“Just two housekeeping questions for Roxanne. First of all, a lot of talk about the last six weeks on price mix. Is price mix been positive in this 1.5%, 2% range over these six weeks?”

“First of all, I would love a little bit of color on what you're seeing regarding retail sell-through. You've given some sense of retail pricing, but I'm just curious what you're seeing on retail sell-through and retail pricing. in 3Q and then the trend in the 4Q?”

“The first one, in the deck, you include a data point where the impact of tariffs you expect to offset with, I think mostly price. I'm curious what you're seeing so far that gives you confidence that you'll be able to get the level of price that you're outlining to offset those tariffs.”

“First of all, the tariff impact, the 250 basis points is roughly $400 million. Is that the back half impact, and what is that on an annualized basis?”