Michael Hsu: Yes, great question, Chris. I’ll give you maybe a view and a couple of different components. One, I’d say overall North America consumption remains robust. And I think that really does reflect the essential nature of our category. Our consumption in North America for K-C was up mid-single digit with solid growth across all categories. And then, I think one thing I did mention in the prepared remarks is we are coming off some fairly significant supply constraints that affected most of our Personal Care businesses and our Kleenex business mostly throughout the year. And so we did have shipments that were a little higher than consumption. And I’ll give you an example on Baby Care. Organic shipments were up in the teens, low-teens, while consumption was up about between 3% and 4%.
And so that really reflects, I think, retailers getting their inventories back in position. We had been allocating shipments on Huggies since the beginning of the year. And we had a pretty significant supply situation with a supplier outage that has constrained our volume, is actually kind of constrained our share throughout the course of the year on a number of brands. And so we came out of that, we came off allocation across all brands at some point in mid-September. And so that’s kind of why shipments probably ended up in the quarter a little bit higher.
Nelson Urdaneta: And on the comp, Chris, also remember the last year in Q3 in September, we had a bit of a destock; so that’s also kind of weighing in. But very pleased with where we ended up. And more importantly, the underlying consumption in North America.
Operator: Your next question is coming from Anna Lizzul from Bank of America.
Anna Lizzul: I also had a question on the better gross margins which clearly benefited from the lower input costs. I was wondering are you seeing a reversal of that recently with the input costs like the higher oil prices? Just to follow up on Chris’ question. And also, if you can elaborate on what drove the better cost savings in FORCE this quarter?
Nelson Urdaneta: Sure. So a few things. As we go through the second half of the year, we still — as I indicated, to Chris, we still expect to have, based on current assumptions, favorability on commodities heading into Q4 on a net basis. Because remember, through the first half of the year, we were around $190 million negative. We were $75 million favorable in the third quarter and we’re calling for the full year an estimate of $50 million of a headwind in net. So we still expect to be favorable in the fourth quarter. Having said that, we’re, of course, watchful of what’s happening with the oil markets and the implications for resins. They don’t immediately impact the resins but we have seen resins begin to plateau at the level of prices.
And in fact, I mean, curves are starting to move a little bit upwards and we’re watching that. But overall, we still expect commodities to be down over the next quarter-or-so, at least. The other bid in gross margin, as you said, was FORCE. We had a strong delivery of FORCE savings for the quarter. On a year-to-date basis, we’re at $275 million and we’ve actually taken up our call for the year to $300 million to $350 million. So net-net, I mean, we are encouraged by the overall cost savings and our program in FORCE. And in terms of gross margin, keep in mind, it’s not linear. We don’t expect gross margins to grow linearly quarter after quarter because there are always puts and takes quarter-to-quarter. But having hit the 35.8% mark is an important milestone for us as we look forward to then expand margins down the road.
Michael Hsu: And then, Anna, maybe just an additional comment. I think the maybe underlying your question and Chris before, was, hey, there appears to be some underlying volatility in cost — input costs and they’re likely is. And we’ve dealt with that significantly over the past several years. I would say, longer term, we believe it’s our job to continue to enhance margins, so we would remain disciplined in terms of our revenue management program and capability and also our cost management capability.
