In terms of costs, the brokerage noted that spot commodity inflation will likely become a bigger headwind sequentially vs. Q2 (despite the company's forward buying/structural hedging strategies) and will likely be made worse by industry-wide labor pressures and potential supply-chain bottlenecks—even if the brokerage sees the company in a better position to navigate such challenges versus many peers given scale advantages, established productivity initiatives, and increasingly well-developed revenue growth management strategies.