of an earnings miss and guidance cut, saying that -- and joining me here at post 9 is the ceo kristin peckk good to see you. what happened here >> thanks for having me, sara. it's great to be back. you saw the reaction to the guidance, taking our guidance down a bit, but what was important to focus on was the why, and we'll go a bit into q4, but what we talked to investors about today, those supply constraints in key growth categories are key growth drivers, will be resolved by the end of the fourth quarter, and we think in 2023, we'll be in a better position. >> so it's not demand related? >> no. there's really strong fundamental demand for our products -- as well as for protein. we see those as durable sustainable trends for the industry, and importantly for zoe et is. >> because a lot of people look at your stock, it was a huge pandemic winner, because everyone adopted pets. it's been a growth stock, one of the best performing in the pharmaceutical world and they're wondering if there's a giveback at some point? >> i think what's different is the fundamentals of the industry for starter