“Our guidance assumes a more normal second half of the year.”

In context

“hould we expect a little bit more volatility in the near term, just around shipments versus units just simply, because the world's a little bit unsettled right now. And the second, if you can just give us a perspective on how much margin gross margin benefited, from the excess shipments in the quarter? Thanks. John Murphy: Okay. Thanks, Bryan. So on the first question, yes, we had number of events during the quarter that affected that relationship between unit cases and concentrate. You mentioned a couple of them, the ingestion and the Red Sea and Singapore - in LatAm, we had some restocking in the wake of the floods in Brazil, and in our India operations. We had some stocking up to anticipate some future demand. So a range of factors, none of them with a threat - a common threat to them. Our guidance assumes a more normal second half of the year. But as you rightly highlighted, there is likely to be something ahead of us that, we have not anticipated. And if that were to happen, we'd certainly we certainly advise. But our goal is over the longer haul, is to continue to have cases and gallons in line. And with regards to the gross margin impact, there's a slight benefit on both the gross and operating margins related to the stocking, but it's in the tens of basis points and again, reflected in our guidance a year ago, with that leveling out that we expect. Operator: Our next question comes from Bonnie Herzog from Goldman Sachs. Please go ahead. Your line is open. Bonnie Herzog: All right, thank you. Good morning, everyone. I did want to ask a little bit more about your away-from-home business, James, which you did touch on. I guess”