“What we are watching also is, to answer some other of your points, raw material and energy cost inflation coming into the year was $150 million to $250 million. We have now changed that to $150 million to $200 million.”

In context

“raw materials started to flow better which allowed us to have longer runs. But at the same time, the work that the supply chain team has done under Peter Gibbins is starting to drive the execution and we are starting to see that in the results. And then, of course, the team is hyper-focused on cost control. So to answer your question on second half and how this plays out, one is you do have to adjust for the restructuring cost by quarter and you will see that the margin rate is climbing. Secondly, when we came into the year, we had said OI or operating margin will be somewhere in that 18.5% to 19% range. Sitting right now with a lower revenue number with a higher EPS number, we believe that we'll be somewhere in that 19.5% to 20% range which includes all the charges and all the benefits. What we are watching also is, to answer some other of your points, raw material and energy cost inflation coming into the year was $150 million to $250 million. We have now changed that to $150 million to $200 million. So we are starting to see the benefit there. What we have seen so far Andy, is disinflation which is lower inflation than last year. We are seeing the benefit in logistics. But however, some of our commodities still continue to be inflation. Inflationary and labor, frankly, is sticky from an inflation perspective in those commodities. But that also will play itself out as events play out through this year and into 2024 and beyond. And then we will continue to be focused on cost. Another item for us in the second quarter -- second half is as we are getting ready for the spin of Health Care, we'll be, of course, standing up the new management team. Mike already talked about that in his prepared remarks. There will be some cost incurred from a -- as these -- as we have management teams appoi”