joining us now is our cnbc contributor from jay rogers, and very good to speak to you. what's your take on this i guess a bit of surprise after kate spade had been trying to pick things up again >> yeah. i expected kate to be a little bit better, coach was good, so i think kate gets better they were beaten up badly on something that was not that much of a miss or guidedown i think they will be better in the back half than what we saw so far, and they are basically fixed, so i'm positive on what coach can do here and positive on brands in general i like ralph i like michael kors now. i like tommy and calvin, and i like tapestry with coach, kate, and so i think they got beaten up, but i think you'll see this come back. this looks like a buying opportunity to me. >> speaking of the brands, how important is it for them to use or embrace amazon as a distribution channel chico is the latest now to do that, and in recognition of how many prime members they have and how well they are doing, is this the way the companies could find growth >> i think everybody is going to have to