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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's take a look at some stocks on the move

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Speaker 3: this Tuesday with us as Bloomberg News equi's reporter Alexandra

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Speaker 3: Sevanova right here in studio. Get a lot to choose from,

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Speaker 3: certainly to thep side. What do you want to start?

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Speaker 1: Yeah, so a lot of green on the screen. But

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Speaker 1: what one company in particular that is doing quite well

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Speaker 1: today is Three. This, of course, is the company that

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Speaker 1: manufactures various products across the economy, materials, adhesives, home cleaning supply,

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Speaker 1: medical supply, post it.

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Speaker 4: I was just going to say, I thought you were going.

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Speaker 2: To lead with postings I hosted.

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Speaker 4: Queen.

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Speaker 3: Just come to my desk and there are.

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Speaker 4: Honestly, you can't even see them one of the monitors.

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Speaker 4: This is not a joke. You can't even see one

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Speaker 4: of her monitors because they're posted notes all over the

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Speaker 4: most times, like what's the point of the computer monitor

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Speaker 4: if it's covered with paper? Carrol, There's times.

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Speaker 1: Of like wait what time is it? Oh? Wait, I

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Speaker 1: can't see soliving with the post. It's well ahead, lucky

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Speaker 1: for you, Carol.

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Speaker 3: So maybe that's yeah, exactly, Yeah, that and also I'm amazed, sure.

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Speaker 1: Up about nine percent right now. And this is, of course,

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Speaker 1: after they kept their full year guidance at a time

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Speaker 1: when a lot of companies are flying blind with the

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Speaker 1: tariff announcements, scrapping their guidance, with drawing their outlooks.

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Speaker 4: Uh.

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Speaker 1: They estimated that tariffs will have a negative impact on

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Speaker 1: their earnings. They see an impact of as much as

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Speaker 1: forty cents a share, but still keeping that guidance for

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Speaker 1: twenty twenty five, which investors are seeing as a big

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Speaker 1: positive right now.

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Speaker 3: We do think these aren't that's pretty impressive.

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Speaker 1: Yeah, I guess they're trying to wait it out, see,

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Speaker 1: you know, whether we'll get any reprieve from the Trump administration.

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Speaker 1: Some companies are rushing to actually adjust for you know

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Speaker 1: what the toll of.

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Speaker 3: Or execuring NITED airlines.

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Speaker 1: You gave exactly your two scenarios.

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Speaker 4: B all right, Well, speaking of tariffs that are moving

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Speaker 4: to company stock, Kimberly Clark, Yeah, not in the direction

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Speaker 4: if you're long in the stock, Yeah, very much.

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Speaker 1: On the flip side of this, this is a company

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Speaker 1: that actually lowered its profit expectations. So we're seeing the

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Speaker 1: stock down about two percent right now to time when

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Speaker 1: everything else is climbing. This is the manufacturer of diapers,

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Speaker 1: paper towels, also very important kind of consumer staple products.

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Speaker 1: Now it sees a flat to positive twenty twenty five

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Speaker 1: adjusted profit. That's compared to a high single digit profit

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Speaker 1: that forecast in January. So one interesting theme this earning

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Speaker 1: season is obviously outlooks are always important, but guidance has

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Speaker 1: been particularly important at a time when again, there are

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Speaker 1: so few answers from companies on how tariffs will materialize.

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Speaker 1: In fact, there was actually a data from City Group

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Speaker 1: that kind of supports the moves that we're seeing. In

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Speaker 1: three AM and Kimberly Clark, they basically found that companies

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Speaker 1: that kept or raised their guidance they saw their stock

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Speaker 1: move up an average of one percent the next day.

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Speaker 1: But the companies that cut their forecasts they actually saw

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Speaker 1: a decline of about four point eight percent.

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Speaker 3: Little sarcasm, shocking.

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Speaker 1: Exactly, you know, no surprise, but I guess investors punishing

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Speaker 1: companies that are lowering their guidance more than usual.

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Speaker 3: Here, that's a good point I'm surprised because I feel

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Speaker 3: like these are consumer staples, like you're going to buy them,

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Speaker 3: even you might cut back on something else. So I'm

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Speaker 3: a little surprised.

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Speaker 4: It's pretty mind boggling the numbers here. The company estimates

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Speaker 4: the terarifs a lot of approximately three hundred million dollars.

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Speaker 3: Yeah. Yeah, so well we're starting to get some you know, scope,

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Speaker 3: right and context around all of these tariff headlines that

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Speaker 3: go back and forth.

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Speaker 1: Horizon another company which now is kind of flat. It

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Speaker 1: was lower before. They reported larger than expected decline in

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Speaker 1: mobile phone subscribers for really interesting reason. First they cited competition,

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Speaker 1: but then they also cited that the impact of DOGE

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Speaker 1: was taking its toll on you know, the company basically

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Speaker 1: because fewer government officials were using cell phones. That's what

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Speaker 1: their CEO said during their earnings call that he said,

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Speaker 1: we saw some impact the new government and their efficiency work.

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Speaker 1: I don't know if he's just casting blame for maybe

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Speaker 1: that's you know, high competition.

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Speaker 4: Well maybe if maybe if they're a large government contractor

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Speaker 4: in the sense of government employees using the phone servie

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Speaker 4: phones they provide service, if there are fewer employees, then

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Speaker 4: people are going to be not going to be using

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Speaker 4: those government phones, right.

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Speaker 1: It could be that. It's also worth noting though, that

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Speaker 1: a lot of you know, their competitors like AT and

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Speaker 1: T kept some of their holiday promotions and they actually didn't,

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Speaker 1: so that could be a reason a lot of people

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Speaker 1: also keeping their phones. I'm still in my dad's okay,

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Speaker 1: I'm never getting off of it.

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Speaker 4: Let me just say, no shame in that. No shame

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Speaker 4: in that. Thank you for your honesty.

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Speaker 1: Wait off the family.

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Speaker 4: This is you know, I'm certain things that are not

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Speaker 4: to be discussed.

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Speaker 3: I didn't say that you were on it just.

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Speaker 4: The same I will say, I will say Hans Vestberg

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Speaker 4: to see over. Azen made an interesting point today. He

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Speaker 4: said to analysts on the call, if we see increases

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Speaker 4: on tariffs on handsets, which which right now are exact

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Speaker 4: because of this pause, it's ultimately going to be passed

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Speaker 4: on to the consumers.

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Speaker 2: The Stock Moovers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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