Sounds like an idiot to me. Stock drops 20% and then they downgrade? Maybe, just maybe these risks are priced in at this level and shouldn't this clown have been aware of these risks before today?
They should have enough cash flow in the next few years to buy back the entire company. Anybody that has booked a flight lately knows this competition #$%$ is way overstated
And maybe in 2 years there will be a nuclear holocaust, but in the mean time you and the other shorts here have been dead wrong not early. Clearly, the wide demographic they sell to suggests this is not a fad at all. Revenue growth is accelerating and the stock is still cheap relative to it's growth rate. It's good thing for you there was the port slowdown and retail in general has underperformed lately.