jonathan feeney covers the sector at consumer edge research ande joins us now with more on that. . od to see you again, jonathan, welcome ba >> thank you very much. >> the basic question is what are these kind of work type of stocks, these must-have type of stocks for the consumer anyway, what are they g us about the economy? >> they're telling us a couple things. they're telling us they got left behind a little bit in the very strong market rally that punctuated with october 2018. they're telling us that while some things have changed, a lot of things have stayed the same. online, different channels people shopping has made it a little more difficult for these brands, introduced new competition and allowed consumers to maybe see discounts and take advan tge ofm more often, so it's harder for them to get the price they want for their goods, but at the same time, people still love the brand. so it's nice to see. i think is appropriao see a little bit more recognition of that. >> but i'm curious, i mean this group is traditionally coidered a very defensive group. you go to them when t