The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Stephen MacLeod - BMO Capital Markets Equity Research - Analyst
: Lots of great color on the call so far, and many of my questions have been answered, but I just wanted to follow-up on 2 things. Specifically, on the
gross margin, you've talked about the raw material pressure that crept into the back half of the year, Q3, Q4, the fiscal year. Historically, you've had
pretty good visibility into your raw material costs. And I'm just curious, when do you expect to, sort of, cycle through that escalating or inflated raw
material portion on the gross margin side?
Question: Stephen MacLeod - BMO Capital Markets Equity Research - Analyst
: Right. Okay, that's helpful. I don't know if you mentioned and if you did, I apologize. But did you mention a total U.S. revenue growth number? And
if not, is that a number that you can provide? It's a number you've provided in past calls.
Question: Stephen MacLeod - BMO Capital Markets Equity Research - Analyst
: Okay. Great. And then maybe just finally, Jennifer, you provided some color around the new customer program implementation and the PLM
program. Can you just remind us where that sits in terms of the broader, sort of, SAP initiatives that you announced in, I believe, it was Q1?
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