RE:Fantastic earningsGuided flat. Listen to the cc. Margins mildly pressured but bigger picture is the supply glut headwinds significantly impacting topline. This a great company with a lot of potential to expand the brand distribution within Cali and continue with opportunistic licensing deals (early data out of AWM is fantastic but too early to be a trend just yet) but the shares are relatively expensive right now. George, Mark and team are all solid and building something special but it's gonna take some patience without a doubt. Just my take.