Argentina HeadwindsAnother segment (Argentina) is now experiencing commodity/FX driven headwinds, which adds new noise and uncertainty into the stock.
Earnings Miss ConcernHeading into earnings, there is a belief that FQ2/25 may be a miss, adding to concerns about the company's near-term performance.
Earnings TrajectoryIt is now difficult to see a clean, consistent and material upward trajectory in earnings due to a cumulation of recent negative developments.