The Pattern These Companies Are Following in the Third Quarter

I think exactly what you were saying about the pattern these companies are following is how I see target. And I was telling Carol before the show kicked off, this is something they might regret. They're going to have to cut their forecast down the road because, yes, they had a good Q1, and now they're in the middle of a soft Q1. The two offsets are the fact that we have reduced supply chain costs, lower ocean rates, using less air. So inventories lighter, there's more flexibility with retailers focused on chasing into demand when the demand arrives.