Tonner One World Holdings Inc (TONR)

[Voices of Reason]

The next 10Q should give us a good indication, although not specific to HEB, the gross margin they are selling the dolls for (gross sales minus cost of goods). I think much of the speculation on the "give aways" at HEB were based on the fact that the margin for the prior quarter was about $4 per doll. Others assumed that since the dolls were selling at a substantial discount compared to the online retail price, that the margin was near nill. This would be true if the cost of goods remained relatively flat. Since we do not have the data, I would concede that the argument is speculative (but probably not too far off). At the end of the day, the HEB promo was a good first step forward, but would you agree, probably not significant to the bottom line (i.e. let's call it a draw until we get the financials)?