“We expect ROI to go up over time.”

In context

“ies to invest next year and over the next five years, we look at that board, and we get excited about it. John David made the point in a meeting earlier this week. It isn't it cool to be a part of a company that started in 1962 that sees opportunities to drive strong returns. With today's investments to help you contemporize the business for the future, and I agree with that. Like it's a really cool spot to be in. To have cash flow to have this strong business and to have opportunities in front of us that transform the business, and create another level of operational excellence through productivity, for example. So I think we've got an aggressive plan. We talked at the investor conference about our capital plan. And we continue to see opportunities to invest to grow top, and bottom line. We expect ROI to go up over time. It may not happen that every quarter, operating income grows faster than sales. But over time, as we said at the investor conference, we expect that to be the case, because of productivity in the business model shape. So, I'll just repeat what we said there. I think we're being appropriately aggressive given the environment. And I'm excited about that. John David Rainey: Yes. I would just add, Michael, just like you view a portfolio of stocks, you diversify, because it reduces the risk. I think in some ways, we're doing the same thing with our business. We're not solely dependent upon just what's happening with brick-and-mortar retail. Like we've got other income streams that, by definition, sort of the diversification of that, reduces our dependency on any one thing, and also reduces the”