The company is facing significant headwinds from escalating labor strikes that have now spread to distribution centers, creating operational uncertainty. While the Green Apron initiative is improving service scores and speed, sustained traffic growth depends on consistent staffing during the holiday season. Positively, the U.S. government removed steep tariffs on Brazilian coffee imports, which could lower input costs. However, these developments are overshadowed by negative press regarding executive leadership and ongoing strategic changes, including a major stake sale in China.