top of the s&p, kohl's, gap, starbucks, kroger, coach, limited.are really going to be one of the stories of the day. we mentioned nordstrom up 21%. target beat. macy's beat, 5% versus a 3.6% estimate. we'll talk more about why august was particularly strong. september will have some tougher comps. then we get into the back half of the year where actually last winter was extraordinarily warm. they couldn't sell a lot of coats. some of the comps at least on margins when we get into the fourth quarter are actually going to be a little easier. >> could look healthier. absolutely. back to school is going to be the key gauge for that fall. yus want to mention here the latest read we have on same-store sales shows the median surprise is about 1.7%. but really with the exception of wet seal there has not been a miss with nearly every company now turning in those august results. only wet seal has missed. >> also on a retail note but not a good one, sears, of course, being taken out of the s&p. was a charter member of the s&p when it was created back in 195