The customer satisfaction levels at Costco, relative to the other big box stores like Wal-Mart (NYSE: WMT) and Sam's Club, are significantly higher. Costco has almost a cult-like following, and their customers are very, very happy with their experience. We think it's a very inelastic customer base. And it even affords Costco some pricing power which they haven't tapped into yet. We're very bullish on Costco.