However, its stock is down roughly 50% year to date as the company faces inflationary pressures, supply chain issues, and new balance sheet concerns. Thanks to the simplicity of the product, the ability to drive supply chain efficiencies, and the [selling, general, and administrative expenses] leverage we gain from shared services across both brands." Looking ahead, monitor whether management can hit or exceed revenue guidance, maintain gross margins amid supply chain issues, and pay down its newly acquired debt.