1 00:00:02,520 --> 00:00:08,800 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The. 2 00:00:08,880 --> 00:00:13,160 Speaker 2: Stock Movers podcast, your roundup of companies making moves in 3 00:00:13,200 --> 00:00:16,480 Speaker 2: the stock market, harnessing the power of Bloomberg data. 4 00:00:16,960 --> 00:00:18,560 Speaker 1: Well, let's take a look at some stocks on the 5 00:00:18,600 --> 00:00:20,840 Speaker 1: move today. We got with us Bloomberg News cross ass 6 00:00:20,840 --> 00:00:25,160 Speaker 1: that reported Tanita Sikova here on Monday's Stock Movers. What's 7 00:00:25,200 --> 00:00:25,760 Speaker 1: on your radar? 8 00:00:26,000 --> 00:00:27,680 Speaker 3: Let's start with kind of Goose because I think it's 9 00:00:27,720 --> 00:00:31,200 Speaker 3: a really good gouch of retail sentiment, of tariffs, the 10 00:00:31,240 --> 00:00:34,280 Speaker 3: consumer and all that. It actually had a pretty rough 11 00:00:34,280 --> 00:00:36,760 Speaker 3: start of the day, was down as much as nine percent, 12 00:00:36,880 --> 00:00:40,960 Speaker 3: some of the gains were off by the end of 13 00:00:40,960 --> 00:00:43,600 Speaker 3: the day, were down just three point five at the close. 14 00:00:44,280 --> 00:00:47,199 Speaker 3: Still the stock is down twenty percent here today. So 15 00:00:47,240 --> 00:00:51,840 Speaker 3: what's happening is Barclay's actually cut their rating to underweight. 16 00:00:52,560 --> 00:00:55,160 Speaker 3: We also had a report from Goldman Sachs saying that 17 00:00:55,560 --> 00:00:57,520 Speaker 3: kind of the Goose will be the worst hit, one 18 00:00:57,520 --> 00:01:01,040 Speaker 3: of the worst hit retail stocks, and they're estimating about 19 00:01:01,080 --> 00:01:04,640 Speaker 3: eighty percent of their sourcing is from KINDAA, So you 20 00:01:04,680 --> 00:01:07,840 Speaker 3: can imagine with the tires that will be a big hit. Obviously, 21 00:01:07,840 --> 00:01:10,000 Speaker 3: that's a little bit harder and consumer. 22 00:01:10,480 --> 00:01:11,319 Speaker 1: Some American geese. 23 00:01:11,360 --> 00:01:14,760 Speaker 4: I'm just throw maybe an American brand is coming, I 24 00:01:14,800 --> 00:01:19,360 Speaker 4: don't know, or maybe yeah. So the stock is under 25 00:01:19,400 --> 00:01:21,479 Speaker 4: a lot of pressure, and this is the second down 26 00:01:21,480 --> 00:01:23,880 Speaker 4: grade by Bartley's and there is only one analyst that 27 00:01:24,560 --> 00:01:26,800 Speaker 4: has a by rating on kind of the Goose. 28 00:01:26,840 --> 00:01:28,319 Speaker 3: So there is al much bullishness. 29 00:01:28,680 --> 00:01:30,759 Speaker 1: You know, I walk by Carol Master's desk and it's 30 00:01:30,880 --> 00:01:33,600 Speaker 1: it's not even possible to put anything down there because 31 00:01:33,640 --> 00:01:37,520 Speaker 1: there's just cans of Celsius all over her desk. She's 32 00:01:37,600 --> 00:01:40,240 Speaker 1: just mainlining this stuff shotguns. 33 00:01:39,720 --> 00:01:44,959 Speaker 5: That explains everything that everything so not true, but go ahead. Well, 34 00:01:45,200 --> 00:01:48,120 Speaker 5: they are building up their female audience because that's the 35 00:01:48,200 --> 00:01:53,440 Speaker 5: fastest growing segments because men drinking energy drinks are going 36 00:01:53,480 --> 00:01:56,080 Speaker 5: to flatline or decline, but the growth is coming from 37 00:01:56,120 --> 00:01:59,720 Speaker 5: women and that's why Celsia has gained seven percent today. 38 00:02:00,080 --> 00:02:03,480 Speaker 5: We obviously heard about their acquisition about align New, but 39 00:02:03,520 --> 00:02:08,600 Speaker 5: today they got upgraded to buy from Truist, and clearly 40 00:02:08,600 --> 00:02:11,440 Speaker 5: the bullishness is because of the acquisition. The price target 41 00:02:11,480 --> 00:02:14,000 Speaker 5: is now forty five dollars, up from ten percent. 42 00:02:15,200 --> 00:02:18,040 Speaker 3: The space is very competitive. Saleses was down fifty percent 43 00:02:18,160 --> 00:02:21,840 Speaker 3: last year. You know, they're competing with red Bue. Everyone 44 00:02:21,919 --> 00:02:24,360 Speaker 3: is trying to have like a healthier drink with leash 45 00:02:24,360 --> 00:02:28,720 Speaker 3: sugar to attract different audience. But what salesis is doing 46 00:02:28,760 --> 00:02:30,960 Speaker 3: so far this year is working. The stock is up 47 00:02:31,120 --> 00:02:34,800 Speaker 3: thirty five percent. Yeah, not true, Shelby, right, yeah, yeah. 48 00:02:34,919 --> 00:02:37,640 Speaker 3: Vaccine stocks, we've talked about this too. We saw certainly 49 00:02:37,680 --> 00:02:40,440 Speaker 3: hitting this session today. We saw a big hit and 50 00:02:40,480 --> 00:02:43,320 Speaker 3: we saw a lot of reactions from analysts. So the 51 00:02:43,360 --> 00:02:48,880 Speaker 3: biggest loser today is Moderna, which closed nine percent lower, 52 00:02:48,919 --> 00:02:51,760 Speaker 3: but it fell as much as fourteen percent. If we 53 00:02:51,840 --> 00:02:54,440 Speaker 3: look at the ear today's move, we're talking about a 54 00:02:54,480 --> 00:02:58,000 Speaker 3: thirty percent loss. What of course happened today is all 55 00:02:58,040 --> 00:03:02,840 Speaker 3: those stocks plunge after Peter Mark's a key figure overseeing 56 00:03:03,600 --> 00:03:08,520 Speaker 3: review approver vaccines at the a FDA, resigned and the 57 00:03:08,639 --> 00:03:13,079 Speaker 3: reason is, of course, the clash he had with Robert F. Kennedy. 58 00:03:13,360 --> 00:03:17,000 Speaker 3: We saw really negative reactions from analysts to the point 59 00:03:17,120 --> 00:03:21,600 Speaker 3: where counterfeitsal art. Analysts are slamming their leadership, the leadership 60 00:03:21,919 --> 00:03:25,480 Speaker 3: of Kennedy, and saying that the administration should reevaliate that 61 00:03:25,600 --> 00:03:28,440 Speaker 3: they're not talking about the stocks. Obviously everyone's saying that's 62 00:03:28,440 --> 00:03:30,399 Speaker 3: going to weigh a lot on the stocks, but they're 63 00:03:30,440 --> 00:03:31,920 Speaker 3: talking about changing leadership. 64 00:03:32,280 --> 00:03:33,959 Speaker 1: So that's what I think is so interesting. It's Caunter 65 00:03:34,000 --> 00:03:38,680 Speaker 1: Fitzgerald too. You have Howard Lutnix firm and firm. It's 66 00:03:38,720 --> 00:03:42,400 Speaker 1: really fascinating to see. Yeah, Maderna and then other biotech 67 00:03:42,400 --> 00:03:44,560 Speaker 1: and vaccine makers got a hit today for. 68 00:03:44,560 --> 00:03:45,920 Speaker 3: Sure, sped as well. 69 00:03:46,080 --> 00:03:51,200 Speaker 2: All right, good stuff as always the Stock Movers podcast 70 00:03:51,400 --> 00:03:54,720 Speaker 2: from Bloomberg Radio. Check back with us throughout today for 71 00:03:54,840 --> 00:03:57,920 Speaker 2: the latest roundup of companies making news on Wall Street 72 00:03:58,240 --> 00:04:01,600 Speaker 2: and for the latest market moving lines. Listen to Bloomberg 73 00:04:01,680 --> 00:04:05,160 Speaker 2: Radio Live, catch us on YouTube, Bloomberg dot com, and 74 00:04:05,320 --> 00:04:08,760 Speaker 2: on Applecarplay and Android Auto with the Bloomberg Business app.