The Consumer Continues to Change Their Patterns

The consumer hasn't shown stress necessarily in the data yet, but I think what CEOs are feeling is that the consumer continues to change its patterns. There's probably a lot of products in Wal-Mart and targets and Home Depot and Lowe's and everything that you can get in a lot of different places. Look at what Walmart said about the higher end customer coming down. It's part of that whole pastiche that EY spoke to earlier.

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