Shubham Sethi

Shubham Sethi asked about the Adjusted EBITDA guidance appearing flat year-over-year, seeking insights into the puts and takes influencing this outlook and any planned self-help levers for the year.

Answer

CFO Jack Kienzler confirmed that the Adjusted EBITDA guidance is flat at the midpoint, reflecting strong incremental performance while also accounting for investments aimed at fueling top-line growth. He explained that sequential movement throughout the year would be influenced by volume flowing through manufacturing plants and the leverage gained. Mr. Kienzler also mentioned that the company continuously evaluates cost reduction opportunities, expressing satisfaction with past supply chain transformation efforts and an ongoing focus on identifying future efficiency gains.

Shubham Sethi asked about the flat year-over-year Adjusted EBITDA guidance, inquiring about the puts and takes influencing it and any planned self-help levers for the year.

Answer

Jack Kienzler, CFO, confirmed that the midpoint of the Adjusted EBITDA guidance is flat year-over-year, reflecting strong incrementals and investments for top-line growth. He mentioned that sequential movement throughout the year would be pulsed by volume flowing through manufacturing plants. Mr. Kienzler added that the company continuously evaluates cost reduction opportunities, building on the successful supply chain transformation work of the past three years, and looks forward to identifying further efficiency opportunities.