The only negative is the negative geopolitical situation, which may be positive for LYC.
There is even speculation Taiwan may take over the French sub deal which scomo had passed over in favour of the US/UK sub.
IMO, shipping isn’t a big issue as RE has the ability to pass on some extra shipping costs to clients vs every day groceries which are more price elastic.
Going green and sadly, having more precision weapons is LT positive for LYC
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