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Is There a Value Proposition for Branded Network Effects?
I think there's certainly a value proposition for creating a branded network effect based value proposition for the consumer that the operator can benefit from. I do think our industry, whether it be traditional, sea store convenience operators that we know well with their chains across America or the majors themselves, I think they're going to play a competitive role in the evolution of that part of the market. You've seen investments by a couple of the majors in that very thing in Europe. So I don't know that we've had any direct in the US and they have missed a few, but I do think that value proposition is becoming apparent and you're seeing some capital flow in that direction.