I say, yes, do panic. Who can afford to shop there?! I never could understand this business model. You can buy "healthy" for a lot less.
It's unlikely that Baupost knows something that everybody else doesn't. Both of these entities are located in the Boston/Cambridge area. Could it be something in the water?
That one year target of $5.25 is looking more promising.
Where are they? A $5.27 price target... covering analysts not doing their job.