“Look, we're still looking at a $200 million AT headwind for the year.”

In context

“ash needed. Those programs are off to a very promising start. And so all of that contributes, I think, to the very positive retailer relationships that we see around the globe. Operator: The next question will come from Rob Moskow of TD Securities. Please go ahead. Rob Moskow: Hi, thanks for the question. Andre, regarding the $300 million positive benefit in terms of your outlook for commodity costs, could you tell me, like, how you think about that versus your original guide, like, do you intend to like hold it back and maybe deploy it in categories where you kind of need to compete more effectively because of price competition or can you think -- do you have more proactive plans with that money to put it into areas of growth? Like how are you thinking about that benefit? Andre Schulten: Look, we're still looking at a $200 million AT headwind for the year. So, in relative terms, it's not really healthy year-over-year, it's still a $200 million AT cost headwind that we need to absorb. And honestly, the way this works within our structure is the business units control what to do in terms to offset any headwinds or if there are tailwinds how to reinvest and if to reinvest within the business. And so there's no corporate approach to any of this. It's really based on what is best for each of the categories in each of the regions. And therefore, I can't really give you a constructive answer here other than to say it's still a $200 million after-tax headwind. We'll deal with it. It's embedded in our guidance range. Operator: Your final question comes from the line of Linda Bolton Weiser of D.A. Davidson. Please go ahead. Linda Bolton Weiser: Yes,”