“So I think we're in good shape going into the fourth quarter -- third and fourth quarter.”

In context

“month of the quarter. And we feel great about that momentum. Our team has worked really hard this year to position the business well going into this what seems to be a strong back-to-school season early. We're happy with the results in categories like apparel and stationery and others that you would expect in a strong time like this. I mean, as far as the supply chain, the team, really, really proud of the work the team has done and thankful that we have such an experienced team who can manage these types of disruptions that we've seen around the global supply chain. So we've chartered vessels, as Brett said. We've secured capacity for the third and fourth quarter and feel good about the inventory positioning or particularly compared to last year with inventory up 20% across the segment. So I think we're in good shape going into the fourth quarter -- third and fourth quarter. Of course, we'll manage this the entire time and look for strong results as we get into the third quarter. Doug McMillon: Good to hear from Kath and maybe, Judith, if you want to on supply chain challenges around the world. Sam faces the same set of issues, whether it's the tailwinds from stimulus or what's happening with supply chain. And you've got some seasonal categories where you can read sales earlier than we would in Walmart U.S. Kathryn McLay: Yes, certainly. We saw strong seasonal sales through Q1, particularly in our GM areas. And that was certainly assisted by stimulus. But what we're seeing in Q2 is that same strength continuing. So whether we're seeing it in back-to-school and Halloween or fall, we're seeing our members highly participating in those categories. And we thought”