“I think we've appropriately protected for that in the guidance, but it's pantry inventory loading and we expect the majority of that will sustain through the next quarter.”

In context

“hulten: All right. Good morning, Chris. Let me take them one-by-one. So Family Care, we saw very strong shipments and very strong consumption most importantly. And as I mentioned, we had the port strike in October and we had hurricane in October. Both of those led to pantry loading from a consumer standpoint. So there was some pantry upstocking clearly in October. And we also saw strong shipments in late December in anticipation of a January merge event that's typical. We've had the same thing happen last year, but there isn't some increased pantry inventory. History would tell us that consumers tend to hold-on to that pantry loading for quite a while. We've seen this during COVID and we always expected it would come out, it never did. So hard to say what the going impact is for the year. I think we've appropriately protected for that in the guidance, but it's pantry inventory loading and we expect the majority of that will sustain through the next quarter. Oral Care, I would point you to two things. Number-one, we're rolling out the full lineup of iO innovation, od both IO 10, so up the value chain and iO2 down to lower-price points. And as we do that, I think the full opportunity across the Power Oral Care business will become more accessible to us. Even in high penetration markets like in Europe, lowering the price point with iO2 will give us access to more consumers. We have a very strong marketing campaign building on the insight that power oral care removes 100% of plug, while manual brushing only removes 50% of plug that seems to resonate well with consumers. We also have the strongest paste innovation program, including heavy focus on whitening where we had an opportunity to strengthen. So all of that gives me confidence that in the”