Doug Lane

“Also, in the competitive environment, there was some M&A news this week with P&G buying a premium supplement company, Thorne. Does that change any of your thinking on how to go to market, or what does that really say about the competitive environment and premium nutritional supplements?”

“So maybe on a segment basis I should show some leverage on both segments, and then the mix will determine how that washes out on a consolidated basis. Is that a good way to look at it?”

“Staying on slide 11 here, you mentioned the EPS accretion from the Tupperware was 36.6%, and that's pro-pharma trailing 12 months. So that doesn't really include any benefits from integration, right?”

“It looks like the number beat pretty handily, and as I go through the segments, the beat looks like it really came from North America contract, where sales accelerated in the quarter on a much more difficult comparison.”

“Just staying on the whole margin cost side of things, it looks like your EBITDA outlook this year improved a little bit despite the fact that you have $10 million more of the incentive comp and consultant costs running through it than you had last quarter.”