>> we certainly have been seeing, whether it's target or the off prices like t.j. maxx and ross.een seeing a steady state of comps as long as theirs innovative mix in the product. as long as that's value in messaging we haven't seen a significant fall off. >> there's focus on the extent to which walmart was being erode by the dollar stores on one hand and big box guys on the other. are they effectively fighting back here. is this time to rotate out of those two competitors and back into a walmart? >> yes, we've been hearing about the dollar stores and the strength that they've had but so far whether it's five below which also just went public, it seems to be that this type of shopping, the dollar stores and walmart, they can co-exist. the new initiatives with increase on consumables is allowing them to have their slice of pie. we expect solid things. walmart is first up and their ability to show traffic gains from what they showed in the first quarter is a key to have a good day today. >> thanks for your time this morning. and as she mentioned what to watch for let's look at u.s.