let's still with the mall, despite the selloff, our next guest says there are still names to buy, liz dunn has covered retail for years, liz, good to see you. >> good to see you too. >> two names that are not in the department store space, the frequently-hated department store space, one is cosmetics and one is sportswear. >> alta and foot locker look interesting. beauty has been a huge trend this holiday. it still continues to be a trend even in the mpd data that was out today. ulta continues to see the double digit growth, which is really important. foot locker is a little different. he saw the difficult results out from finish line. i think foot locker is playing the trends much better. i think they have the right assortment. and on a mid-single digit comp, they can leverage quite nicely. >> even nike has a stronger direct to consumer franchise. does that worry you? analysts say no, you can still have nike do direct to consumer and still have foot locker do well. isn't there a tipping point in which a nike direct to consumer business is a threat to foot locker? >> nike needs both. with