text:  It says that the consumer is still kicking. I like the way one economist put it to me, which is the consumer may be down, but the consumer is not out. And I think that's really accurate. We've gotten some mixed signals in recent months about the health of the consumer. There's been this narrative that there's a spending slowdown. There's a spending slowdown. But the data that we got for June kind of muddles that narrative a little bit.