 You can't draw a direct conclusion to it, but probably a lot of it is, Starbucks is expensive. I think a lot of these companies have pushed prices pretty hard over the past few years, and now the consumer is starting to reject those price increases, and they're seeing hits to their traffic. There's a real effort now, I think, among retailers, restaurants, other large companies about, well, what can we do on the value side? Can we bring traffic back? Can we bring customers back?