Your next question comes from the line of Ravi Shanker with Morgan Stanley. Ravi Shanker So obviously, 3Q was a really difficult quarter for you and pretty much all your peers. And yet you were saying that supply remains a little bit more resilient than you thought and you aren't quite the exit of capacity in the marketplace. A, are you starting to see that right now. Obviously, you've seen some high-profile bankruptcies and exits, that already seeing that in the mom-and-pop side as well. And second, why do ...