 I think it does. I think consumers are very sensitive to the emotion in the economy. And they're coming into a season where they're nervous about things. They're hearing a lot of geopolitical issues that scare them. I think you'll see them spending money where they need to or where they really feel strongly about it. But at the discretionary level, if you look, McKinsey had a big article about this recently that was very thoughtful and well done. And it just points to a general overall slowdown in consumer spending. I think that's not a surprise to us. We've talked about it at length.