“Well, we would have some of our material cost items are coming in, in the second half. Also a lot of the work that we put into place on warranty, working with the dealers, working on our time to repair, a lot of these things are also looking to be implemented in the back half as well.”

In context

“mentioned, that's growing at 24% is fleet management software. It's very popular. Going into the physical fleet management is a different thing. It takes capital. It will require leasing and a lot of other more capital-intensive investments, so we have to be thoughtful about that. but we are very intrigued about these robotaxi fleets, what they can mean for Pro and our dealers over time. Again, nothing to announce today but I think you've heard what we said pretty clearly. Operator: Your final question will come from Colin Langan with Wells Fargo. Colin M. Langan: I just want to cover the guide implies an improvement first half into the second half. I think SAR would imply think flat tariffs is supposed to be about flat, what would drive that improvement in the second half? Sherry House: Well, we would have some of our material cost items are coming in, in the second half. Also a lot of the work that we put into place on warranty, working with the dealers, working on our time to repair, a lot of these things are also looking to be implemented in the back half as well. Also just some of the volume issues with Kentucky One shutting down in the past, so you had the idled period. So you're getting the now positive impact of not doing that and not having the destocking that we did in the first half. Colin M. Langan: And then, you mentioned several times that I guess the guidance -- the underlying guidance seems to have improved because of cost. It's kind of surprising because you just had record recalls year-to-date. Can you parse that out? What is -- like what kind of actions are actually driving that cost that's better than what you expected back in January when you initially guided, it feels like recall I got to imagine it's a bit worse, right? James Duncan Farley: Just to be specific, as on recalls, we need to make it really clear to everyone that the n”