Sure. I would just add two things.
We tend to look more at the macro-picture as opposed to the individual retailer level. Two things suggest to me that it was more than just an isolated retailer perhaps making a miscalculation. We did see very large inventory draws across significant areas, and that suggests that it was a substantial increase in demand that was affecting more than just an individual retailer. Similarly the price increases that we spoke to in our introductory comments last week, which are cited in the report, are wholesale prices. It wasn't as though it was something that was isolated for a couple of retailers.