Nick has been so cautious prior to past two weeks and has made such a sudden swing that I'd be inclined to think he has more intel on this than just guessing.
I am not sure how you ignore the entire collapse of the stadium business, which I am sure is equally or more reflected by parallel barreling declines in merchandise sales. I am not sure how you ignore the clear team discontent.
Mickey has been acting unbelievably tone deaf, indifferent, and complacent, but that could be an overly active discipline about messaging and not abandoning his handpicked coaches while they are vulnerable to rebellion during season.
If he actually does repeat this, then yeah, there's something seriously and irretrievably wrong.