“So as we get past this time frame and get into an easier compare, that's why we think our base rates can improve dramatically in the -- from where it was in the second half.”

In context

“ough comparisons from a year ago. Why? Well, you'll recall that our volume declined in the United States in the second quarter by almost 10%. And this was related to noise around the labor contract negotiation. If you look at who declined during that time frame it was predominantly dual-sourcers, who are low GRI customers. So last year's base pricing was a bit artificially inflated because it is just the mix change. If you roll forward now to this year, what you see in the base pricing is, okay the tough comparisons year-on-year, as well as new entrants that don't have a GRI because they are starting to ship with us for the first time. And then finally, if you zoom out and say well, what's the keep rate looking like on those customers who have a GRI? The keep rate is looking at about 50%. So as we get past this time frame and get into an easier compare, that's why we think our base rates can improve dramatically in the -- from where it was in the second half. And maybe you can talk about the margins. Brian Dykes: Yes. And Ken I'll give you a little bit of shaping for how we think the second half is going to go because we do have confidence in how we are going to be able to pull-through the margin. First, if you think about in the US from Q3 to Q4, we expect ADV to be up around kind of mid-single digit. We do -- as we just talked about, the decline in RPP growth will moderate, so about negative 1.5% in the third quarter, negative 5% in the fourth quarter. And as we get to peak and we see the holiday demand surcharges, we expect that to get even better. And we expect op-profit to be up kind of double digits in Q3. And then December as Carol mentioned before, we're going to hit a 10% operating margin. In International, Q3 ADV is kind of flat to s”