@mikebrisy they are soft on my numbers, probably as expected. My assumptions are 1020 stores and 15% sales for the full year. So, at 10% sales and 927 stores, the run rate is low. It's interesting that they opened 40 and closed 13=27 net, so some are not working, and they are active. The 40 run rate is not too bad; it would give 106 versus my 120. So closures are the issue and sales per store are flattish, im implicitly assuming +2%, but they did +1%. more detail on store rollout would be helpful, ie the reason for closures and impediments to rolling out more. a job for the new CEO i suspect.

i should disclose i hold and bought back half of what i previously sold +$30 today