The answer is that retail names have been taking a shellacking on Wall Street ever since Target reported earnings that fell short of analyst estimates. From a big-picture perspective, the broader retail drop, including in the online space, has come from a mixture of inflationary fears and the realization that profit margins -- already under pressure -- will be hit even harder if a recession materializes. This suggests that the potential for revenue increases noted by management (even if rent rates flatline) remains a strong business driver.