there was a bit of a scrum in the aisles on carbonated, but frito-lay really delivered. always think, he's not bagging me. he's trying to make me as smart as possible. what disney has not had is anyone on its side saying, they're really smart. smart comes from transparency. hugh is so transparent. that was a great choice by iger. and iger needed to change the narrative. there's no one who can tell a narrative better than hugh on the consumer packaged goods side. >> we're going to get warner this week, along with disney. today, b of a, double downgrade, para. >> it said there was a chance to sell some assets, showtime, b.e.t., they didn't, and that window now seems to be closed. it's almost as if the season is over for these. i happen to think it's not. >> season over for what? >> okay, we decided, disney's going to buy hulu. comcast didn't have a good quarter. we work for comcast. paramount is a disaster. zaslav can't pull off warner brothers. by the way, i really disagree with that. i'm not as concerned as others. so, i mean, you know, you got disney. you have abc, nbc,