gordon gund is the founder of gund investment corporation and co-founder and chairman of the foundationess. gordon, great to see you, again. >> thank you very much becky, great to be back with you. >> you are somebody who understands a lot of what is happening with the consumer. you're lead director alkellogg. you're invested in a lot of different areas. let's talk a little bit about what you're seeing in the u.s. specifically. news from walmart, again, they are showing that they are higher traffic visits that are coming into the stores in the u.s. little bit of concern what is happening with the consumer. what do you think? >> i think the consumer is moving around and making different choices. i don't think the spending is up quite as high yet as it has been in the past two. so that's part of it. but i think the millennials are really looking at a lot of different things about how companies that they purchased products from what kind of values they have and what they care about. not that that should affect walmart. they have terrific values. maybe just large-size businesses that they a