“It should not be a significant bottom line drag.”

In context

“sitive 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 enough. Jon Moeller: Lauren, the point that you made and the point Andre made, there's a lot of upside here as we bring this capacity online. We indicated we're not meeting full demand in some of the protection segments. We have opportunity, as you said, across the board. So we're investing pretty significantly. I think as he said and you've said the bigger impact will be in our ability to accelerate the top line. It should not be a significant bottom line drag. Operator: The next question comes from Bryan Spillane of Bank of America. Bryan Spillane : I just -- I had one clarification and one question. The clarification, just I think in response to Dara's question, you cited 3-point hit the volume from basically Russia and shipping behind consumption. So if we add that back, organic sales would have been closer to an 8 versus a 5. I just want to make sure that, that was the way we should be thinking about it? Andre Schulten : That's correct. Bryan Spillane : Okay. And then as we look into the back half of the year, I guess, just if you could comment on two things. One is, has anything changed in terms of your view of the macro setup? So just as the operating environment the same, better or worse than what you were expecting? And then also, just w”