So we're looking at one longer-term concern – that won't play out now – and a near-term concern that will likely be masked by the fact that revenue momentum remains so strong. And let's face it, there's not a long list of companies that are clobbering the competition like Nike is today – so on a relative basis, which is where many investors live, this one ain't too shabby. So in the end, this will likely be a decent-enough print. But in the fall when NKE was a $70 stock it had everything going its way. Now it's nearly an $80 stock, only one thing is going its way, and not much else can go wrong. We just don't like the risk profile.