Watch for upcoming guidance. The infamous half yearly sale has been horrible in the last weeks. Sales are way off last year. Nordstrom.com is a huge culprit, continuing to slice and dice brick and mortar store sales.
Half Yearly has not been a huge event for some time now. Anniversary Sale is the preferred event by customers. Any other sale pales in comparison. I'm not certain I'm following your logic regarding guidance if Dot Com is taking sales away from stores - but still staying with Nordstrom - how would that affect guidance?