Originally Posted by
ExtraSlow
It's actually interesting to read the transcript of thier Q3 earnings call. Sounds like they were still seeing significant negative overhang in the US business from this issue, although they discuss a strategy to mitigate.
"engage with customers on the platforms they love" and "focus on beer" seem to be the summary points.
I dunno if any of that would change my opinion as an investor. Revenue and margin are what matter. Maybe those are strong enough worldwide to ignore this issue? It's not a stock I follow.