Andrew Strelzik

“I wanted to ask about the to-go business, and at 14% of sales, it's already a pretty decently sized business, but is there anything you're thinking about doing incrementally to grow to-go in 27 that we should be aware of or longer-term things on your radar to continue to build that business over time?”

“My first one, building on your answer about 27, you said that the setup broadly looks like the back half of 26, but we've been hearing from some investors that see board crush margins well off the highs, continuing to come in, that maybe we're past the peak of the cycle in crush or the cycle is over.”

“My first one, obviously, on the food segment, you sound very confident about the longer-term outlook there, but I wanted to better understand some of the pressure that you realized there this quarter and whether we should assume that that continues for the time being with tariff policy or if there's anything you can…”

“And if I could just ask about the guidance, you know, the second quarter came in at the higher end of the revenue guidance above on EBITDA. You know, the 3Q guidance is at least ahead of consensus.”

“The The first one is on the 45Z outlook, which, you know, continues to move higher. Can you talk about kind of what's underpinning that? And, you know, do you feel like now kind of we've reached the appropriate level?”