WEBVTT - Canada Goose Falls, Celsius Rises, Moderna Slides

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The.

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<v Speaker 2>Stock Movers podcast, your roundup of companies making moves in

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<v Speaker 2>the stock market, harnessing the power of Bloomberg data.

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<v Speaker 1>Well, let's take a look at some stocks on the

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<v Speaker 1>move today. We got with us Bloomberg News cross ass

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<v Speaker 1>that reported Tanita Sikova here on Monday's Stock Movers. What's

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<v Speaker 1>on your radar?

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<v Speaker 3>Let's start with kind of Goose because I think it's

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<v Speaker 3>a really good gouch of retail sentiment, of tariffs, the

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<v Speaker 3>consumer and all that. It actually had a pretty rough

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<v Speaker 3>start of the day, was down as much as nine percent,

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<v Speaker 3>some of the gains were off by the end of

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<v Speaker 3>the day, were down just three point five at the close.

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<v Speaker 3>Still the stock is down twenty percent here today. So

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<v Speaker 3>what's happening is Barclay's actually cut their rating to underweight.

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<v Speaker 3>We also had a report from Goldman Sachs saying that

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<v Speaker 3>kind of the Goose will be the worst hit, one

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<v Speaker 3>of the worst hit retail stocks, and they're estimating about

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<v Speaker 3>eighty percent of their sourcing is from KINDAA, So you

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<v Speaker 3>can imagine with the tires that will be a big hit. Obviously,

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<v Speaker 3>that's a little bit harder and consumer.

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<v Speaker 1>Some American geese.

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<v Speaker 4>I'm just throw maybe an American brand is coming, I

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<v Speaker 4>don't know, or maybe yeah. So the stock is under

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<v Speaker 4>a lot of pressure, and this is the second down

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<v Speaker 4>grade by Bartley's and there is only one analyst that

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<v Speaker 4>has a by rating on kind of the Goose.

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<v Speaker 3>So there is al much bullishness.

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<v Speaker 1>You know, I walk by Carol Master's desk and it's

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<v Speaker 1>it's not even possible to put anything down there because

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<v Speaker 1>there's just cans of Celsius all over her desk. She's

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<v Speaker 1>just mainlining this stuff shotguns.

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<v Speaker 5>That explains everything that everything so not true, but go ahead. Well,

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<v Speaker 5>they are building up their female audience because that's the

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<v Speaker 5>fastest growing segments because men drinking energy drinks are going

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<v Speaker 5>to flatline or decline, but the growth is coming from

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<v Speaker 5>women and that's why Celsia has gained seven percent today.

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<v Speaker 5>We obviously heard about their acquisition about align New, but

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<v Speaker 5>today they got upgraded to buy from Truist, and clearly

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<v Speaker 5>the bullishness is because of the acquisition. The price target

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<v Speaker 5>is now forty five dollars, up from ten percent.

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<v Speaker 3>The space is very competitive. Saleses was down fifty percent

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<v Speaker 3>last year. You know, they're competing with red Bue. Everyone

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<v Speaker 3>is trying to have like a healthier drink with leash

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<v Speaker 3>sugar to attract different audience. But what salesis is doing

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<v Speaker 3>so far this year is working. The stock is up

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<v Speaker 3>thirty five percent. Yeah, not true, Shelby, right, yeah, yeah.

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<v Speaker 3>Vaccine stocks, we've talked about this too. We saw certainly

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<v Speaker 3>hitting this session today. We saw a big hit and

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<v Speaker 3>we saw a lot of reactions from analysts. So the

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<v Speaker 3>biggest loser today is Moderna, which closed nine percent lower,

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<v Speaker 3>but it fell as much as fourteen percent. If we

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<v Speaker 3>look at the ear today's move, we're talking about a

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<v Speaker 3>thirty percent loss. What of course happened today is all

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<v Speaker 3>those stocks plunge after Peter Mark's a key figure overseeing

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<v Speaker 3>review approver vaccines at the a FDA, resigned and the

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<v Speaker 3>reason is, of course, the clash he had with Robert F. Kennedy.

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<v Speaker 3>We saw really negative reactions from analysts to the point

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<v Speaker 3>where counterfeitsal art. Analysts are slamming their leadership, the leadership

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<v Speaker 3>of Kennedy, and saying that the administration should reevaliate that

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<v Speaker 3>they're not talking about the stocks. Obviously everyone's saying that's

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<v Speaker 3>going to weigh a lot on the stocks, but they're

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<v Speaker 3>talking about changing leadership.

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<v Speaker 1>So that's what I think is so interesting. It's Caunter

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<v Speaker 1>Fitzgerald too. You have Howard Lutnix firm and firm. It's

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<v Speaker 1>really fascinating to see. Yeah, Maderna and then other biotech

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<v Speaker 1>and vaccine makers got a hit today for.

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<v Speaker 3>Sure, sped as well.

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<v Speaker 2>All right, good stuff as always the Stock Movers podcast

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<v Speaker 2>from Bloomberg Radio. Check back with us throughout today for

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<v Speaker 2>the latest roundup of companies making news on Wall Street

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