“So we expect that to smooth out as well.”

In context

“r, but you'd expect it to be down in the second quarter similar to 1Q and then up 50 bps in the back half. Is that the right way to model that? Brandon Sink: I won't put a specific number on Q2, but we do expect Q2 to be similarly pressured with supply chain investments and some of the credit pressure that we're continuing to see. But for sure, as we get into the second half, we're seeing the improved -- the acceleration of PPI flow through with some of the supplier clawback cost out. There's some timing benefits that will come through in the second half of the year and then some of the credit pressures just start to ease. Again, that's a cycling, a timing issue as we started to see some of the interest rate pressures and delinquencies started to pressure in the second half of last year. So we expect that to smooth out as well. So that's sort of the shape of the curve there. Gregory Melich: I may have missed it, but was the new reward program part of the gross margin pressure in 1Q or no? Brandon Sink: Not significant at this point, just given the timing of when we scaled that. Operator: Our next question is from the line of Seth Sigman with Barclays. Seth Sigman: I want to talk about how the quarter played out. So the quarter started off weaker as you reported originally. And then you did see an improvement came in ahead of forecast. How do you think about how much of that was driven by seasonal versus maybe some other areas that could have come in a little bit better? Marvin Ellison: I'll take the first part, and then I'll hand it over to Bill. I mean this was broadly a weather dynamic from a standpoint o”