I'm relatively new to the stock and don't have a big position, but like a lot of people i wasn't that impressed with the latest earnings report. Cost of sales as a percentage of sales was only marginally better year over year, even with significantly higher sales numbers this year. If the company is trying to position itself to be acquired, they need some profitable brands that sell with good profit margins; that is what an acquirer will be looking for.
ROX's brands are all quality but it's a very competitive environment. If I were Dr. Frost, I'd think about using my influence to get some new talent into the company, people with some fresh ideas on how to move this thing forward.