It's not as bad as it sounds.
take a look at last year, and remember we got an extra 40% in the LAST DAY due to online retailers placing their fairly massive orders.
Also, we're more or less "in-step" with where we were last year.
And there's also the very real and likely possibility that today's update was really from Friday's data. If that's so, we're continuing to do better than last year. As of last week, we were.