Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers podcast, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg data.
Speaker 1: Well, let's take a look at some stocks on the
Speaker 1: move today. We got with us Bloomberg News cross ass
Speaker 1: that reported Tanita Sikova here on Monday's Stock Movers. What's
Speaker 1: on your radar?
Speaker 3: Let's start with kind of Goose because I think it's
Speaker 3: a really good gouch of retail sentiment, of tariffs, the
Speaker 3: consumer and all that. It actually had a pretty rough
Speaker 3: start of the day, was down as much as nine percent,
Speaker 3: some of the gains were off by the end of
Speaker 3: the day, were down just three point five at the close.
Speaker 3: Still the stock is down twenty percent here today. So
Speaker 3: what's happening is Barclay's actually cut their rating to underweight.
Speaker 3: We also had a report from Goldman Sachs saying that
Speaker 3: kind of the Goose will be the worst hit, one
Speaker 3: of the worst hit retail stocks, and they're estimating about
Speaker 3: eighty percent of their sourcing is from KINDAA, So you
Speaker 3: can imagine with the tires that will be a big hit. Obviously,
Speaker 3: that's a little bit harder and consumer.
Speaker 1: Some American geese.
Speaker 4: I'm just throw maybe an American brand is coming, I
Speaker 4: don't know, or maybe yeah. So the stock is under
Speaker 4: a lot of pressure, and this is the second down
Speaker 4: grade by Bartley's and there is only one analyst that
Speaker 4: has a by rating on kind of the Goose.
Speaker 3: So there is al much bullishness.
Speaker 1: You know, I walk by Carol Master's desk and it's
Speaker 1: it's not even possible to put anything down there because
Speaker 1: there's just cans of Celsius all over her desk. She's
Speaker 1: just mainlining this stuff shotguns.
Speaker 5: That explains everything that everything so not true, but go ahead. Well,
Speaker 5: they are building up their female audience because that's the
Speaker 5: fastest growing segments because men drinking energy drinks are going
Speaker 5: to flatline or decline, but the growth is coming from
Speaker 5: women and that's why Celsia has gained seven percent today.
Speaker 5: We obviously heard about their acquisition about align New, but
Speaker 5: today they got upgraded to buy from Truist, and clearly
Speaker 5: the bullishness is because of the acquisition. The price target
Speaker 5: is now forty five dollars, up from ten percent.
Speaker 3: The space is very competitive. Saleses was down fifty percent
Speaker 3: last year. You know, they're competing with red Bue. Everyone
Speaker 3: is trying to have like a healthier drink with leash
Speaker 3: sugar to attract different audience. But what salesis is doing
Speaker 3: so far this year is working. The stock is up
Speaker 3: thirty five percent. Yeah, not true, Shelby, right, yeah, yeah.
Speaker 3: Vaccine stocks, we've talked about this too. We saw certainly
Speaker 3: hitting this session today. We saw a big hit and
Speaker 3: we saw a lot of reactions from analysts. So the
Speaker 3: biggest loser today is Moderna, which closed nine percent lower,
Speaker 3: but it fell as much as fourteen percent. If we
Speaker 3: look at the ear today's move, we're talking about a
Speaker 3: thirty percent loss. What of course happened today is all
Speaker 3: those stocks plunge after Peter Mark's a key figure overseeing
Speaker 3: review approver vaccines at the a FDA, resigned and the
Speaker 3: reason is, of course, the clash he had with Robert F. Kennedy.
Speaker 3: We saw really negative reactions from analysts to the point
Speaker 3: where counterfeitsal art. Analysts are slamming their leadership, the leadership
Speaker 3: of Kennedy, and saying that the administration should reevaliate that
Speaker 3: they're not talking about the stocks. Obviously everyone's saying that's
Speaker 3: going to weigh a lot on the stocks, but they're
Speaker 3: talking about changing leadership.
Speaker 1: So that's what I think is so interesting. It's Caunter
Speaker 1: Fitzgerald too. You have Howard Lutnix firm and firm. It's
Speaker 1: really fascinating to see. Yeah, Maderna and then other biotech
Speaker 1: and vaccine makers got a hit today for.
Speaker 3: Sure, sped as well.
Speaker 2: All right, good stuff as always the Stock Movers podcast
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Speaker 2: the latest roundup of companies making news on Wall Street
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