This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected.

At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it.

Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.

The first thing they need to do is sell the lousy stores.

We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.

We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.