The retail market in the USA can be accurately summarized as "slow trickle slow trickle slow trickle slow trickle MASSIVE DELUGE OMG OMG slow trickle slow trickle..."
It would shock people how much consumer spending is shoved into the November-December time frame. Since this downtime is in the middle of May, I don't expect them to lose much money at all.
Those are four very different numbers.
Proxy down?