Mattel is a show-me story. We're not going to see any Barbie turnaround this year, but investors will try to get ahead of the story and anticipate whether Friedman has really done something that dramatically repositions the brand.
Barbie is the tail that wags the dog. If little girls aren't captivated by Barbie anymore, I don't know what happens.
A lot of people in the investment community are very pessimistic about Barbie for the holiday season.