Bonnie Herzog

“So, you know, you continue to demonstrate discipline, capital allocation, and then as the heavy, you know, beer investment cycle winds down and free cash flow and flex, how are you thinking about the balance between debt paydown, you know, organic investment, M&A, and share repurchases?”

“It's a pleasure to introduce our next speakers. So with us today, we have YesWay's Chairman, President, and CEO, Tom Turkla, as well as CFO and Treasurer, Erica Ayles.”

“I had a question on OPEX, which has remained, you know, elevated over the last several years. Excuse me. So could you provide a little more color on the FQ1 drivers and, you know, how you expect the cadence for OPEX to trend from here?”

“I just had a question on your operating expenses, including both distribution and selling expenses, which stepped up on a per-case basis in Q2. So just trying to understand if there's something unique in the quarter and then, you know, maybe color on the drivers of the higher expenses.”

“Just maybe a little bit of a follow-up just on everything that was discussed this morning. You know, as we move through the balance of the summer, I'd be curious to hear from you what you're seeing in terms of, you know, category demand and really consumer behavior.”