It all went off with a bang at sausage skin maker Devro (DVO) last week but not in a good way.
Management has said while expectations for full-year operating profit remained unchanged, challenging conditions in Latin America and changes being made to its manufacturing footprint would have an impact on margins.
Not only this, but its new factories in China and the US are fully operational but, based on current sales trends, the group doesn't reckon it will need the extra space right away. This will have a further impact on margins, and underlying operating profits for 2017 will also be lower than expected. An additional £3m of exceptional costs will be incurred in the 2016 financial year, on top of the £8m already expected. The shares responded by falling a fifth.