The earnings call presents mixed signals: reduced revenue expectations and lower CPP margins are negative, but reaffirmed EBITDA guidance and strategic cost management are positives. The Q&A section highlights weak demand and inventory challenges, partially offset by pricing strategies and global supply chain adjustments. The company's dividend increase and deleveraging strategy are positive, but the impact of tariffs and weak consumer demand remain concerns. Overall, the market reaction is likely to be neutral, with no significant catalysts for strong movement.