“But we think this is going to be a well set up run through in the second half.”

In context

“easier way to think about it is take the whole of the first half because you're always going to have some good months and some bad months. April happened to concentrate some price increases in developed countries and bad rains in India. Look, that will always happen on any given month. I think what is a question of what gives us confidence in the back half of the year by just saying January to June with its combination of good, middling and bad months, the growth rate in the first half, what we're expecting is a similar sort of growth rate in the second half, whether you compare to 2022 or to 2019. And so we think the momentum is there. We think in the developed markets, we've got through the pricing that needed to be taken in '23. We don't foresee substantive new pricing in the downhill. But we think this is going to be a well set up run through in the second half. And as I called out on that other answer with Bryan that the uncertainty factor is really around a concentrated in a few of these more inflationary marketplaces. Guidance going up, I guess there's obviously some flow through. We had a good first quarter, obviously, versus consensus. About a second quarter -- we clearly feel confident in our outlook for the full year, which is why we're taking it up. So there's some flow through. Obviously, there's some timing factors in the relative performance in Q2. And as we've talked on previous calls, given the nature of our business and where we sit in the supply chain relative to final sales, I think it's always good to take a multi-quarter average to the way of thinking about volume or pricing or even the flow-through to EPS. And I think that's ki”