I don't know, but there are definite rumors that they have been leaking complaints of higher input prices - including dairy and milk prices - on the assumption they are dampening earnings expectation.
Again, I don't know if this is true, but Bolling was talking about it last night on Fast Money.
I only watch 20 minutes of CNBC each day, and it's the first 20 minutes of fast money - just to get a feel for overall sentiment.
The rest of the time I tune into anything, it's Bloomberg.
I can't tolerate CNBC anymore. It's intolerable.
