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heamp;#39;s Wells Fargoamp;#39;s managing director and Senior retail analyst what are you beginning to see in these names and I and I was struck in the last hour Kelly had up on on a graphic of a a lot of the hospitality names from Airbnb to Hilton to Windam and so forth all guiding down all saying itamp;#39;s not the the quarter is going to Trend lower uh than than previously anticipated whatamp;#39;s going on yeah hey Tyler so look at the end of the day I think not a lot has changed ing certainly for the better uh for the Outlook of the of the consumer especially in discretionary you know the numbers youamp;#39;re starting to see in the second quarter are showing you uh Little Red Flags uh just to kind of take the term from our note but I think our larger concern is what do these flags mean for the back half of the year so uh we we highlight a few different things that really concern Us number one markdown risk uh we we are seeing in real time uh the inventory situation get a li