sucharita: i think that that is a fair assessment.t's not like we have seen spending fall off a cliff. and that's important. we had record levels of consumption fueled by stimulus payments as well as the market doing very well. so the consumer was in a really good place over the last few years. and it would have to be something pretty catastrophic for spending to fall off a cliff at this point. lisa: can you give us a sense of history and where this week might be. you pointed to wal-mart, cost could he, and -- costco and amazon doing well. yes they are executing well and economies of scale that allow them to execute well. how much does this indicate a shift in consumer spending that gives a hint of what's to come? maybe not falling off a cliff but maybe a sense of where we are in the deterioration of the consumer appetite? sucharita: well, the think that is difficult when you look -- the thing that is difficult when you look at a wal-mart spend or costco spend, those are business that is do well regardless of the economy. they do part