Interesting SENS out today, seems like they want to focus only on the food business and sell off the luxury goods business.
I think this is probably a good idea in the long run as these are two very different businesses and don't really have any synergies that can be worked off. They never really seamed to fit together for me.
Short term though might suffer due to loss of profits from luxury goods, but the biggest thing is their "claw back" offer which is essentially a rights offer. Investors don't usually like these, and the offer price is also well below the current price.