“As Brian commented, we think by the end of the year, we will pull back everything that diverted. And I think we're going to win that extra 200,000 packages as well.”

In context

“er day. And how you think that comes back? I guess maybe the bigger question is does all of it come back and maybe how long does it take to get there? And then, Brian, you've given us some help in the past on sort of quarter-to-quarter margin dynamics as we think about getting towards that full year number. Is there anything we should be thinking about 3Q versus 4Q? I know volatility volumes will be a little bit better in the second part of the back half of the year, but just curious about how that cadence might look. Carol Tomé: Well, the 1.2 million packages per day is about 1 million of diverted volume. In other words, volume that we had that diverted elsewhere, and about $200 million of sales that we couldn't pull through because of concerns about the outcome of the labor negotiation. As Brian commented, we think by the end of the year, we will pull back everything that diverted. And I think we're going to win that extra 200,000 packages as well. It doesn't happen overnight, of course. It's already starting to flow back in. But we think by the end of the year, we'll win it all back. Brian Newman: And Chris, just with respect to the phasing, we're really focused on the second half and the full year guide, but I would say both top line and profitability. Q3 will be more challenged than Q4 due to the ADV growth rates and seasonality. And we've got some one-time costs in the third quarter. So I would just think of Q4 being a bit stronger than Q3. Carol Tomé: And you might ask, well, where does that volume go? And so we don't have great intelligence there, but we do have some market share intelligence through a tool that we use from Nielsen IQ. And what that would tell us it's not perfect. But what I would tell us is that 1/3 went to t”