I wouldn't worry too much about it if you are truly a long-term investor, it all noises most of the time, this half, last half, margin this and that, some underperforming state, some other stores slowing etc..
you see this in all business if you put it under the microscope.
As long as the overall picture of a healthy business these things really matter little in longer time frame
it just noises in the market.
I held many stocks over a long period of time and if I was to zoom in 6 months or a year
you see some volatility, I zoom out 10-15 years all I see is a long uptrend with little blip here and there
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