My next guest says overall trends remain stable. His consumer survey suggests spending decelerated in October. Joining me now is Simeon Gutman, senior retail analyst at Morgan Stanley.Simeon, it's great to have you on and I I love the report we just got from Steve because I think that's a good place to start and that is the state of the consumer right now in real time coming out of October where we had a der of data and how it sets us up for the holiday season. >> So the consumer stable, that was our headli ...