The Consumer Isn't Having a Problem, Right?

I think it's really interesting to take each one of these retail reports and then think about them a bit holistically when they're in the rear view. I mean, we saw this last year with just so much uncertainty ahead, but right now, the consumer isn't having a problem. So yes, they might be impacted here in the short term, but longer term, I actually think they're still well positioned. And there's a squeeze that is going to happen at some point where they are raising prices, but you go to Walmart and you expect lower prices.