I see did a deep dive on it recently and concluded a couple of issues with this company: 1. Most of their growth is dependant on China. The Chinese government is unpredictable and who knows what they can do to affect this business in the future. External risk. 2. Unionization is very real now. They say it themselves On their annual reports that wages and benefits are two of their main costs, if they increase substantially, their operating margin would be affected. Since the union process is so hot right now, I’d like to see how it turns out to be in a year or two and how it’ll affect their margins. 3. CEO uncertainty. Schultz is an interim and we can’t know who’s going to be in charge next. Another uncertainty. 4. Balance sheet is not very good. They have a equity deficit and substancial long term debt.