daniella: good afternoon and thank you so much for having me on.e have seen some positive surprises from the retailers in the latest earnings report. we saw that from walmart, home depot, lowe's. all of them, including walmart provided very conservative guidance for 2025. either they are seeing some consumer softness, still ongoing, or they really want to start from a low base and build up from that which is what we saw from target last year. scarlet: so under promise and over deliver. we know target has been looking to boost sluggish sales by increasing its assortment. what is your understanding of how well this strategy is working? daniella: they lowered the price on 5000 skus back in may, but they felt the may -- the need to do an additional 2000 skus in october. this back to growth strategy is what the turnaround of target is built on. it is important to get the top line momentum back, because target customers continue to feel the pinch on their budgets. and that, everyone has been saying, we heard from walmart, home depot and lowe's, last week