the kroger's of the world, albertsons, they are more vulnerable to some of amazon's efforts.hery: we have seen 20 one quarters in a row of consecutive sales growth. what can we expect for the next quarter? it seems they do have some difficult comparisons to go up against, not to mention the holiday selling season could be shorter. rupesh: we think comp growth will slow in q4. last year there was a snap benefits. as you said, there is a shortened holiday season, so that will have an impact on retailers. the market expectations out there right now suggest a slow down in q4. i think the expectations are in the right place, but you are right, there could be a moderation in the q4 holiday season. amanda: this stock is not too far off of your target. may you revisit that based on today, or are you getting close to fully valued? rupesh: we think the stock is fully valued. they beat primarily due to the lower tax rate, a little bit on the upside in the core business. walmart is trading at an all-time valuation now, so we don't see much upside in the next two quarters. amanda: we have