“Net takeaway is the margin of the 5,000 was very healthy. The sales team was incredibly disciplined and both Lance and I are very, very pleased with that volume that the network is running really well. And I am confident that we will keep the majority of that and that's what we plan to do.”

In context

“volumes, just the mix, probably fits with FedEx's current Freight mix would be helpful just for context? Thank you. Brie Carere: Sure. Happy to answer that question. So when we talk about the volume that came on, I think it's important to split it. Actually, if you look at both, half of it came directly from Yellow customers, so give or take, about 2,500 pieces a day. And the reason being is that Yellow had a lot of low-quality revenue. And so there was some revenue there and some customers that really didn't want to pay for the value of the FedEx Freight fee and the quality that we provide. What happened, however, was some competitors took on more Yellow volume and their service was not what it needed to be. And so as a result, we went and got an additional 2,500 pieces from the market. Net takeaway is the margin of the 5,000 was very healthy. The sales team was incredibly disciplined and both Lance and I are very, very pleased with that volume that the network is running really well. And I am confident that we will keep the majority of that and that's what we plan to do. Operator: And our last question today will come from Jeff Kauffman with Vertical Research Partners. Please go ahead. Jeffrey Kauffman: Thank you very much for squeezing me in. And congratulations, John. And Mickey, it's been great working with you all these years, so thank you. John, a question for you, and I just wanted to go back and clarify kind of what Ken Hoexter was asking on the guidance. The adjusted earnings went up, I guess, about $0.25 at the midpoint and you highlighted the reasons why. But it looked like the unadjusted earnings went down about $0.15 at the midpoint. You took the high end of the range down to $16.60 and the low end up a little bit. And I just want to understand, you talked about the $100 million of incremental incentive comp. You talked about some of the conti”