“So related to guidance, what I'd tell you is what I mentioned in the prepared remarks, right? At the moment, when we -- when you look at foreign exchange rates, you look at what we've delivered in the front half of the year, we would say we have good visibility and confidence to the lower-end of the guidance range, both on organic sales growth and on core EPS.”

In context

“to say you're feeling a bit better about getting to the midpoint on the top-line, but EPS more pressured given the increased headwinds in FX. I mean, I just want to understand how it changed? And then if so, if any changes, it seems like your productivity is coming in or even your operating leverage is coming in better-than-anticipated or better than feared, if you will? And related to that, just a clarification about the disruptions you called out in December in one of your suppliers. I've been getting questions regarding there is anything in terms of sell-in, sell-out. I understand there wasn't anything material in the quarter, either like a catching-up to that or anything that we should be aware of into the fiscal third quarter? Thank you so much. Andre Schulten: Good morning, Andrea. So related to guidance, what I'd tell you is what I mentioned in the prepared remarks, right? At the moment, when we -- when you look at foreign exchange rates, you look at what we've delivered in the front half of the year, we would say we have good visibility and confidence to the lower-end of the guidance range, both on organic sales growth and on core EPS. That doesn't mean that we don't have a shot at delivering the middle of the range. And as I said, if we continue to make-good progress in China, if we continue to see some easing of the tensions in the Middle-East and therefore business picks up, if Europe and North-America continue to deliver, we have a good shot at the top-line around the midpoint of the range and corresponding EPS. But at the moment, I would point you to the lower end. On Transportation Management system interruption, look, we wanted to give you guys visibility to what we were seeing. When we experienced the disruption, we saw a backlog of orders building up that would have been worth about 60 to 70 basis points of the quarter. And we had assumed at that point that we would get rid of half of that backlog through inten”