I'll leave it to @TEPCapital and others to do their full assessment but can't help but agree with TEP's last straw about THM. It seems to be creating a real drag on HLF as announced in their H1 results today. Share price as I type is down over 15% to a 12-month low despite significant sales growth in parts of the business. THM does indeed look like a poor decision. Always easy to say in hindsight.

Disc: small holding in my SMSF