Management flat-out said inflation, weak consumer demand, and tariffs are hitting supply chain costs. Guidance is basically zero growth in core constant-currency earnings for the year. That’s not why I bought a “safe” blue chip.
So what’s the move? Hold for the dividend and hope management proves too cautious? Or take the loss now and park the money somewhere with real growth? I’m leaning toward holding through next earnings, but patience is wearing thin. Anyone else feeling the same?