This analysis examines the limited quantitative data on the storm’s impact during Q1, highlighting the disproportionate effect on the Consumer segment in the Americas and the early recovery signs in the Industrial segment.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
Please quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
Across the provided Q1 earnings transcript excerpts, management does not give an explicit numeric estimate of the storm’s impact as a percentage of total (consolidated) volumes, nor does it provide a clean storm-specific percentage split between Consumer vs. Industrial volumes for Q1.
Because the required denominator/numerators (storm-only volume delta and total Q1 volume level) are not provided in the excerpts, a precise “storm impact = X% of consolidated volumes” cannot be calculated strictly from this text without additional disclosures (e.g., a storm-only volume bridge or segment volume bridge table).
Consumer (Americas) experienced the larger storm-driven decline
Industrial showed earlier signs of recovery after the storm
The excerpts do not contain the numerical storm volume bridge needed to compute:
They do, however, clearly indicate that Consumer (Americas) bore the brunt of storm-driven volume pressure (weather plus ~7–8 days of downtime at two major customers), while Industrial showed more recovery in the early run rate as operations normalized. 35
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Answer outline
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