The consumer in America is just spending and they're spending with abandon. It's very hard to find a pocket . . . where the consumer is not spending.
It's going to shape up to be a real messy Christmas season. It's very hard to read. Some companies had a very strong Thanksgiving weekend, others weak.
Most stores are filled with polar fleece and sweaters, but in 85-degree heat when people are wearing shorts, it's hard to sell those items.