Looking at the "Yahoo" Jan 2014 estimates
of $3.39 and 20% Sales Growth
Inventory turnover is slightly higher but apparently explainable.
The only surprise is the SSS moderating the 13c of "growth expenses".
Looks like they are on track...
SSS guidance is very weak, Q1 margin guidance is abysmal and most of these "growth expenses" are essentially normal business expenses which shouldn't be extracted from eps guidance.
The 13c was included in the guidance figures. Q1 margin - as discussed is explained. SSales is a concern but I also see this as conservative. They'll probably do better. The flag should be up not down AH. JMHO.