We always have to remember with a grain of salt At the end of the day we're not gonna be able to clean up that many million The cost of goods are driving us where they are right now We're not holding at the margins we expected for the portfolio We are facing some fierce headwinds What possible things can we do to save dollars Even if it's not gonna get us to the zero We're going backwards We want more money, we need more money That's really at the end of the day the nut we're going to crack This is where the water's choppy The silver budget is pretty far underwater Is that something new? This is nothing new I'm being very transparent about what we need to be doing I can only tighten the belt so much Any questions, comments, concerns? We're right up to the edge, we're creeping Real cash flow issues Especially as the recession looms I wish there was some magic spot Contribution margin and all that stuff We have plant issues, we don't have the milk in the right place, blah blah blah How do we manage that mix? When you hold hands you make these decisions There were people at the table We did warn them It's not the end-all be-all to be a little short The reality of milk What Larry's bringing up is the ripple Do we have levers we're looking to pull? There's not a lever to pull I don't know that we can stop the bleeding bleeding They're gonna get a nice card and calendar instead of product I think all those wheels are turning now It matters on an optics basis We're holding onto spends Comparison is gonna be the thief of joy My hats are off to everybody You're kinda cooked
Talking Points
Talking Points
We always have to remember with a grain of salt At the end of the day we're not gonna be able to clean up that many million The cost of goods are driving us where they are right now We're not holding at the margins we expected for the portfolio We are facing some fierce headwinds What possible things can we do to save dollars Even if it's not gonna get us to the zero We're going backwards We want more money, we need more money That's really at the end of the day the nut we're going to crack This is where the water's choppy The silver budget is pretty far underwater Is that something new? This is nothing new I'm being very transparent about what we need to be doing I can only tighten the belt so much Any questions, comments, concerns? We're right up to the edge, we're creeping Real cash flow issues Especially as the recession looms I wish there was some magic spot Contribution margin and all that stuff We have plant issues, we don't have the milk in the right place, blah blah blah How do we manage that mix? When you hold hands you make these decisions There were people at the table We did warn them It's not the end-all be-all to be a little short The reality of milk What Larry's bringing up is the ripple Do we have levers we're looking to pull? There's not a lever to pull I don't know that we can stop the bleeding bleeding They're gonna get a nice card and calendar instead of product I think all those wheels are turning now It matters on an optics basis We're holding onto spends Comparison is gonna be the thief of joy My hats are off to everybody You're kinda cooked