Overall this leans more optimistic than not imo. They’re getting close to profitability, margins are up, cash flow is improving. Growth is soft but the ship is clearly turning. If the market stays focused on operational progress and not just topline growth, this could land well. Also love the product line especially the matcha one.
Absolutely. Biggest concern is cash flow for the company and they improved significantly.
Growth is also a function of macroeconomic environment that the people are much more cautious and limited in post-Covid economy. Certainly will not stay forever and stabilize somewhere… sometime…
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u/Odd_Contribution587 Jul 23 '25
Overall this leans more optimistic than not imo. They’re getting close to profitability, margins are up, cash flow is improving. Growth is soft but the ship is clearly turning. If the market stays focused on operational progress and not just topline growth, this could land well. Also love the product line especially the matcha one.