WEBVTT - Amazon Falls, Wendy's Drop, Duolingo Rises as AI Drives Subscriptions

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast,

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<v Speaker 1>your roundup of companies making moves in the stock market.

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<v Speaker 1>Harnessing the power of Bloomberg data. Let's take a look

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<v Speaker 1>at some of the stocks on the move today. Were

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<v Speaker 1>joined by Bloomberg's Veldana Hirich Don what are you looking at?

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<v Speaker 2>I'm also taking a look at Amazon because it did

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<v Speaker 2>say it's bracing for a tougher business climate in the

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<v Speaker 2>coming months, which really is echoing those concerns that we've

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<v Speaker 2>heard from a range of companies about tariffs related economic

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<v Speaker 2>turmoil and how potentially it might crimp consumer spending. And

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<v Speaker 2>when it reported results earlier this week, it actually posted

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<v Speaker 2>a decent first quarter, but it said its operating profit

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<v Speaker 2>in the current period would be weaker than what Wall

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<v Speaker 2>Street analysts had been anticipating. In issuing its forecasts. It

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<v Speaker 2>said its results may be materially affected by many factors,

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<v Speaker 2>including tariffs and trade policies.

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<v Speaker 3>So tarif was only mentioned once in their beliefs too,

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<v Speaker 3>so you have to wonder, like how much hedging there

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<v Speaker 3>was around that. Also, take look at Wendy's that's not

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<v Speaker 3>up by eight tens of one percent, but didn't they

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<v Speaker 3>cut their forecast.

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<v Speaker 2>Yeah, and I love talking about a company that maybe

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<v Speaker 2>you know, we use, or you can just stop by

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<v Speaker 2>on your way home from work, get get a frosty.

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<v Speaker 4>It shares our.

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<v Speaker 2>It shares our up one percent as of right now,

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<v Speaker 2>maybe amid this broader rally that we're seeing. But it

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<v Speaker 2>did lower it sales outlook for the year. And it's

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<v Speaker 2>just the latest restaurant chain to take a hit from

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<v Speaker 2>potential consumer on ease about the shaky economic conditions. As

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<v Speaker 2>we just mentioned, the US is facing a challenging consumer environment.

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<v Speaker 5>It's CEO said, just again, as a reporting from Marko

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<v Speaker 5>watch US same restaurants sales they fell for the first

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<v Speaker 5>time since the height of the pandemic. That's interesting. I

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<v Speaker 5>didn't know it's been on such a strong winning streak.

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<v Speaker 5>So something has changed maybe so in terms.

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<v Speaker 4>Of the consumer.

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<v Speaker 2>Yeah, important to keep track of, you know what these

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<v Speaker 2>companies are saying about the state of the consumer, especially

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<v Speaker 2>something like I said, we can stop buy on our

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<v Speaker 2>way home from work and pick up a Frosty, but

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<v Speaker 2>maybe people are doing that less and less these days.

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<v Speaker 3>Well, I mean that's a some way discretionary, right, all right,

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<v Speaker 3>let's go to do lingo. I'm wrapping it up here.

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<v Speaker 3>I mean talk about discretionary. You would think that learning

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<v Speaker 3>a language or using other tools that would be discretionary.

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<v Speaker 4>But that's not CEP sixteen percent right exactly.

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<v Speaker 2>It's soaring today and it's actually one of those stocks

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<v Speaker 2>that is up for the year. It's up more than

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<v Speaker 2>fifty percent for the year given including today's gains, but

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<v Speaker 2>it raised its full year sales and profit outlook. It's

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<v Speaker 2>cited artificial intelligence offerings it's as helping to drive some

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<v Speaker 2>of that demand towards its higher priced subscriptions. Shares are

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<v Speaker 2>up up for the year, and subscriptions for its highest

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<v Speaker 2>year products, which is called Douolingo Max, continued to grow

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<v Speaker 2>in part because of these new AI features. I'm a

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<v Speaker 2>dual lingo user. If I can brag, I have a

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<v Speaker 2>one eight hundred and twenty seven day streak.

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<v Speaker 4>Oh my gosh. Yeah. But language in French? Wow? So

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<v Speaker 4>are you fluent now? No? WI I wish I were,

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<v Speaker 4>But I do try to take dealt lessons.

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<v Speaker 2>I do not pay for the subscriptions though, so, but

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<v Speaker 2>it does seem to be working with some consumers.

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<v Speaker 4>Some people are attracted to these offerings or you the

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<v Speaker 4>are you learning? Yes, I'm definitely learning. Yeah, it's just taking.

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<v Speaker 1>A long time.

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<v Speaker 4>I see.

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<v Speaker 3>It was just on Open Interest and said that to

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<v Speaker 3>learn Chinese you got to do like five or two

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<v Speaker 3>thousand hours.

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<v Speaker 4>But it works.

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<v Speaker 3>You just have to do it and you just basically

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<v Speaker 3>a lot of people do it, but they don't finish it,

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<v Speaker 3>and then that's where they don't get the real fluency.

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<v Speaker 3>It's ever Spanish, it was five hundred hours.

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<v Speaker 4>Really. Yeah, Well, I'm at this streak where I can't stop.

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<v Speaker 2>I can't go back to zero, you know, so I

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<v Speaker 2>have to do a daily lesson for the rest of

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<v Speaker 2>my life.

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<v Speaker 1>The Stock Movers podcast from Bloomberg Radio. Check back with

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