“I wouldn't expect it to be a significant drag on the bottom line. In fact, the growth that we anticipate will more than outweigh the cost of investing in capacity, and that's the plan, obviously.”

In context

“t also as we look a little bit beyond the next quarter or two. Andre Schulten : Yes, Lauren. We are -- the short-term effect that we are describing here is indeed Fem Care related. We see on the top end of the portfolio, very strong growth. We have seen very strong growth over the past two years. And we are just need to catch up in terms of overall capacity to demand ratio, both on the top end of our pads business, which is the Radiant or Infinity business. And as you well know, we're still not up to full demand levels on tampons, which we will install -- are in the process of installing new capacity in the back half. The investments across businesses to catch up to the very significant increase in terms of business size is underway. So we have capacity investments across most businesses. I wouldn't expect it to be a significant drag on the bottom line. In fact, the growth that we anticipate will more than outweigh the cost of investing in capacity, and that's the plan, obviously. So we have high confidence in our growth potential and that's really what's triggering these capacity investments. Just in the U.S., for example, the last quarter was the first quarter we've reached $40 billion in sales, up from $30 billion in sales just four years ago. So -- and again, our growth rate continues to look very positive. Volume shares are up and better than the market, our volumes are trending to positive numbers year-over-year. So we need to keep up with that. The net of it is all positive. Jon Moeller : Yes. Just one quick clarification there. The $40 billion that Andre is referring to is a annualized run rate number. So it was $10 billion in the quarter, which translates to $40 billion, [Indiscernible] 4, just so people don't get too carried away. Andre Schulten: Fair en”