Called the company yesterday. Seems the latest news from Tot's r' us has hurt Mat. Right now , the "perception" is maybe they wont buy the toys from Mat. Company says they dont see that at all.
But, they are not sure right now how the latest news of the inventory write down will affect mat , if at all. He said will have to wait and see if there is any affect, but again said for second half they should be on track.
Did say that several analyst dropped earning estimates from 1.95 to 1.90, but i havent seen any estimates changed yet.