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- **Topline Pressure**: Q3 sales down 7.4% due to $180M tariffs, Brazil/Argentina slowdown, and pricing actions
- **Recovery Path**: Q4 core sales to improve 3.5pts vs Q3, driven by 20+ new products and net distribution gains
- **Financial Impact**: EPS guidance $0.16-$0.20 (includes $50M tariff hit), full year $0.56-$0.60
- **Strategic Focus**: 
  - 2026 innovation pipeline strongest in 10 years
  - 45% of U.S. business now tariff-advantaged
  - 2026 cash flow to strengthen from lower taxes, working capital normalization

**【CEO Summary Section】**
- **Revenue Decline**: Q3 net and core sales both down 7.4%, driven by $180M incremental tariffs, Brazil/Argentina macro slowdown, and aggressive pricing actions. 
- **Key Challenges**: 
  - Retailer inventory reduction (-4-5pts)
  - International market slowdown (-2-3pts)
  - Competitive pricing lag
- **Q4 Outlook**: 
  - Core sales expected to improve 3.5pts vs Q3
  - Strongest innovation pipeline in 10 years (20+ Tier 1/2 products)
  - Net distribution gains to exceed losses
  - Brazil/Argentina recovery

**【CFO Financial Commentary】**
- **Financial Impact**: 
  - Normalized gross margin down 90bps to 34.5%
  - Operating margin 8.9%, down 60bps vs prior year
  - EPS guidance: $0.16-$0.20 (includes $50M tariff impact)
  - Full year EPS: $0.56-$0.60
- **Cash Flow**: 
  - Q3 operating cash flow: $103M vs $346M prior year
  - Full year guidance: $250M-$300M
  - 2026 outlook: Stronger cash flow from lower taxes, working capital normalization

**【Q&A Highlights】**
- **Tariff Strategy**: 
  - 45% of U.S. business now tariff-advantaged
  - 2026 innovation pipeline includes 20+ new products
- **Category Growth**: 
  - U.S. GM categories down 2-3% YoY
  - Low-income consumers (-18-24%) and Gen Z (-10%) leading pullback
- **Execution Strengths**: 
  - 120bps overhead margin improvement
  - 100+ AI use cases deployed
  - $4.5B net debt (5.3x leverage ratio)
  - 2026 CapEx to decline meaningfully

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