“So we absolutely feel confident that we are back to the point of revenue growth, profit growth and back to margin expansion in the US.”

In context

“we expect a mid-teens revenue growth in SCS and stronger year-over-year profit growth in Q3 and Q4 with the second half up about 20%. And look, I think we've got a lot of confidence that we can pull through the second half forecast for a couple of reasons. One is we've got line of sight to the volume. We've shown the volume has been building. We've got a line of sight to the volume that we need to deliver the top-line. And that helps offset some of the RPP growth, and you can see that in the guide. On the cost side, fit-to-serve is on track. We have reduced 11,500 or 90% of the resources that we had anticipated. And then we've also got line-of-sight to revenue improvements that are in the pipeline as well that are going to help us drive better profitability as we get into the second half. So we absolutely feel confident that we are back to the point of revenue growth, profit growth and back to margin expansion in the US. Carol Tome: And just one other piece of color, don't forget that we are anniversarying our labor contract on August 1. So the pressure associated with that contract moderates dramatically in the back half. Brian Dykes: That's right. Ken Hoexter: Thank you. Operator: Our next question will come from the line of Ravi Shanker of Morgan Stanley. Please go ahead. Ravi Shanker: Thanks. Good morning. Two parter if I may, please. Given -- I mean, you've done a pretty good job of kind of managing your largest customer in terms of size. Will you be looking to also meter the growth from these new e-commerce customers as part of better, not bigger if the mix is not being helpful? And second question is can you help us dimension the size of returns in your operation either in terms of volume or revenu”