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4/29/2026
To ask a question, please press star 11 on your telephone and wait for your name to be announced. To withdraw your question, please press star 11 again. In the interest of time, we ask that you limit your questions to one question and one follow-up. Please stand by while we compile the Q&A roster. And our first question comes from John Anderson of William Blair. Your line is open.
Hey, good morning, everybody. Two quick questions for you. Could you talk a little bit about what you're seeing in terms of the kind of the, I guess, the restage on the lawns business and fertilizer and how some of that I know you've done some work on the assortment and pricing structure and how that's performing. And then I know another part of your strategy is to really drive deeper into e-comm and would love an update on that as well. And maybe a last point is just Was there anything unique in the quarter from a shipment perspective and retail inventory level perspective that we need to consider as we think about fiscal third quarter results? Thank you.
All right. Hey, John. This is Nate. I'll start with the bottom. So shipments remain strong. Obviously, through Q2, they were strong, and they remain strong for the first part of Q3. So not seeing any issues there. I'm not concerned about inventory levels. Slightly elevated versus this time last year, but I think supports the bullishness of the retailers and us on the category. On e-comm, I'm really happy with where we are. We're up double digits. We've gained both market share and are seeing a real adoption of some of the innovation because we've brought a lot of that to market through e-comm first. And we'll talk more about that at Investor Day, but I'm pleased with our progress so far. For lawns, I'm going to let John Sass, our GM of lawns, just comment, because I think that's probably the most important point that you asked. So, John?
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