When you typed "Janelle" I think you meant to type Suzie or Stacy??
But YES!! Based on what I have read/watched/etc regarding this case thus far, I strongly feel that the catalyst for whatever happened to the 3MW is rooted within the peer group of the girls some time during that night. This theory of yours fits with what I have in mind as far as what might have happened. But the man/men/boy/boys might not have even needed to follow them home, as in stalking them. It's very possible he/they were invited.
When you think about it, it would have been much easier for the girls to stick to their original plan and stay at Janelle's house. Teenage girls do not care about space or special comforts after a night out with their friends...give us a pillow and blanket and we will crash on the floor in a room with 10 others. We don't care! There was another reason why they left. Perhaps either Suzie or Stacy developed a romantic interest in someone during the partying. It could have been either, but I will go with Suzie for an example because it seems she was the one who strongly wanted to go back to her house. It is not outside the realm of possibility that she told him/them to meet up with her somewhere, or even at her house. They left Janelle's house because obviously she/they couldn't hook up there. And say for example if Suzie was pursuing someone, who had been hanging out with a friend, it is very common for a girl not to want to go alone, she will very often drag another friend along. Which might be why she wanted someone else to come home with her.
There are so many scenarios that could have happened but again, I really think that something happened during the partying that night. At this point, I think it's less likely it was a random crime by someone like Cox.