could be JCP or HLF. The sooner he gets out, the better.
I don't feel too bad, Whole Foods is down 8.5 after mkt because they predict a slow 2014 and missed earnings this qtr. Same with AFN today.
My thinking is maybe people who were spending on the high end will come down a little and purchase more AEO(which I own also) and traffic in JCP and M will increase while high end stores traffic goes down.