I'm now joined by Lorraine Hutchinson, the senior retail analyst over at BFA Securities. Lorraine, this holiday shopping season could be one that is impacted more severely by tariffs. Just how important is this SCOTA's decision on the retail universe that you cover. >> The decision is really, really important.Uh it may be a little too late for the holiday season though. Uh most retailers right now have already received the product that they'll sell for holiday. So they have paid tariffs on those and they ha ...