We believe that free shipping programs, including Amazon Prime, had a much greater negative impact to Amazon's gross margins than we'd originally anticipated.

The impact of lean initiative has been our operating margins have improved ... and defects have gone down.

Amazon looked pretty strong on sales although gross margins and operating expense were somewhat lower than expected.

We're looking for expenses that are coming in line and gross margins that are working, and that's what we saw. These results give us more confidence that Sears can continue to improve earnings in 2006.

Disappointing gross margins muted fourth-quarter results.

It doesn't seem to be having a negative impact.