Tim Cofer: And then Andrea, on your third question on market share, I will say that we feel good that our market share performance is definitely a bright spot on the quarter. It continues a trend that started in the back half of last year. If I break it out across garden and pet, starting first with pet, we had broad market share gains across pet supplies. In my prepared remarks, I mentioned many of them. We grew market share in dog treats, dog toys, small animal, pet bird, aquatics, equine, feel good that we are outpacing those supply categories in which we compete. Notably as well, if I drill into e-commerce, as you would know, Andrea e-commerce remains the fastest growing channel by far relative to the brick and mortar footprint out there in the channel landscape.
And on e-commerce and in particular of the largest pure play player whom you know, we expanded market share there as well. And that’s the fast growing channel. So I’d say, sales on the quarter, they are €“ what they are, they were down 6% in pet. But you kind of peel that back and say, as per your first question, part of €“ a big part of it was a purposeful decision to exit lower margin private label pet bed. That’ll still continue in the next quarter or two as John said. But you look at POS, POS up 6% and then you look at market share Nielsen syndicated data and you feel good about our performance relative to competition. Shifting to garden, garden was more muted in the quarter for the reasons we stated. But we gained market share in two of our biggest and most important categories.
First in Wild Bird, this is our third consecutive year of market share expansion primarily behind brand Pennington and Wild Bird. And we continue to grow market share in grass seed, a very important category for us. And one, we turn the corner on grass seed market share mid last year with some of the launch of new innovation that we’ve talked about Smart Patch, as well as a new fully digital marketing campaign. And we saw that positive share performance continue in the first quarter of this fiscal.
Andrea Teixeira: Very helpful. Thank you. I was confusing the first part of my question on the EPS because when you said the first half, I didn’t know if you’re adding back the losses and could €“ the losses in the second quarter? Could it still be higher or not? But it seems that it’s on isolation. The quarter is also going to be down from last year. Appreciate the clarification.
Tim Cofer: Yes.
Andrea Teixeira: Thanks.
Operator: Our next question comes from the line of Carla Casella with JPMorgan. Please proceed with your question.
Carla Casella: Great, thank you. How much of your overall business in Pet & Garden is private label? You mentioned you’ve got a sizable pet business, but can you just give us a little bit more color on how you see private label?
Tim Cofer: Sure. I mean, in aggregate a private label is approximately 10% of our sales. Little noise in the €“ on the line. But private label is about 10% of our sales. The vast majority of our sales are our own branded products that we manufacture and bring to market; that’s two thirds of our portfolio. And then the balance of the portfolio would be our distribution business where we are a distributor on both the Pet & Garden side for select third party brands.
Carla Casella: Okay, great. And then on the business that you exited, did you say how much sales you had done in that business in the fourth quarter in the first quarter last year?
Niko Lahanas: No, we didn’t give that. We didn’t give that out.
Tim Cofer: No.
Carla Casella: Okay. Okay, great. And then how much supply chain savings are built into your guide for 2023? Any kind of a ballpark that you can give us there?
Tim Cofer: Okay. We haven’t given that out either. A lot of the supply chain savings are early stage and timing of it is going to be a little bit tricky. So we were a little remiss in our November call to give firm numbers for the year. That said we’ve got a number of work streams in progress right now. And building on Niko’s comments, I mean, generally look we’ve got a €“ we’ve got a continuous improvement, net productivity cost out mindset in the company. I think ideally we’d like to look at around 1% of cost that we can impact and try to take out each year. That’s at a high level, but we don’t as Niko said, we didn’t guide to a given number.
Carla Casella: Okay, great. Thanks so much.
Operator: All right. Next question comes from the line of Hale Holden with Barclays. Please proceed with your question.
Hale Holden: Thanks, afternoon. I just €“ I had one question. I was wondering, how you were thinking about the guidance you provided in November versus today relative to what you’re seeing in the consumer. So things have changed and I was wondering if you €“ if you were feeling that the consumer was tracking to where your guidance was potentially better or potentially worse?
Tim Cofer: I would say broadly we feel the same. We guided at the end of November, so we’re only a couple of months on since our last guide. There’s no doubt that the consumer’s under pressure and I think our crystal ball like many others would suggest that that’s not going away anytime soon. Having said that, looking at things like point of sale trends as you heard the consumer is still boarding with his or her dollars in our categories, and they’re spending more than prior year. And that is true on both pet, which was low-single-digit POS growth, lapping a 14% POS growth in the prior Q1. And then pat in the mid-single-digits, I think we quoted 6%. So there’s the ultimate test. Now a big part of that is the pricing, right? Our goods as well as competitive goods are more expensive.
So on a unit basis; you’d see a slight down tick as a result of that. But overall, I think that the consumer remains highly engaged in both of these categories. Certainly when you look at recessionary environments over the last, call it 30 years both of these categories are resilient. We like to say here, they’re not recession proof, but they’re recession resilient. And consumers continue to love to spend time with their pets in treating them and aiding their health and wellness and then spend time, beautifying. It’s a small cost outlay to beautify your backyard and improve things in your lawn and garden. So, I’d say in general, back to the core of your question, nothing has €“ we have seen nothing in the last 90 days that gives us a very different view on state of consumer as it relates Pet and Garden.
Hale Holden: Great. Thank you so much. And fingers crossed for good weather pattern.
Tim Cofer: Thank you.
Niko Lahanas: Thank you. Yes.
Operator: And our next question comes from the line of Karru Martinson with Jefferies. Please proceed with your question.
