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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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

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Speaker 3: Alex Deel alongside of Paul Sweeny, let's take a look

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Speaker 3: at some of the stocks on the move today. We

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Speaker 3: are joined by Bloomberg's Emily Griffeo. Emily talk about home Depot, right.

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Speaker 1: So this is this is a bell weather for the economy,

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Speaker 1: at least that's how traders treat Home Depot, and the

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Speaker 1: numbers were pretty good. In their latest earnings. The stock

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Speaker 1: right now is up about two percent. They maintain their

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Speaker 1: guidance for the fiscal year good. That is a really

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Speaker 1: good thing in this context because with all the uncertainty

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Speaker 1: with tariffs and the trade war, a lot of companies

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Speaker 1: we've seen pulling the guidance or just maybe downgrading it,

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Speaker 1: but they maintained US sales ticked up, and then they're

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Speaker 1: focusing on diversifying their supply chain. That's what we learned

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Speaker 1: in the earnings. Fifty over fifty percent of that they

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Speaker 1: have are sourced in the US. Bloomberg Intelligence pointed out

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Speaker 1: that within twelve months they expect that no country will

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Speaker 1: account for more than ten percent of their sourcing. Interesting,

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Speaker 1: so you'd think that that would help them. They wouldn't

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Speaker 1: be all in on one country that if that country

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Speaker 1: gets hit with a really big tariff, then they won't

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Speaker 1: be able to pivot as quickly. But at Viking Holdings, Okay,

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Speaker 1: so Viking Holdings cruise ship. These are the cruise ships,

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Speaker 1: so ticker v i K. The stock was down as

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Speaker 1: much as nine percent at the open. Right now, it's

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Speaker 1: pairing the losses a little bit, but it's still down

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Speaker 1: about six percent. They do Viking cruises, so those river

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Speaker 1: cruises a lot of them in Europe. I feel like

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Speaker 1: I see the commercials a lot for this.

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Speaker 3: Company, like the high end fancy not Disney cruises stuff.

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Speaker 1: Yes, And so they posted their twenty twenty six bookings forecast,

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Speaker 1: analysts said was a little weak. So they had a

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Speaker 1: first quarter beat on most of the earnings. And then

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Speaker 1: they said twenty two twenty six bookings, thirty seven percent

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Speaker 1: of their capacity passenger cruise days are already booked. And

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Speaker 1: in twenty twenty five they had a thirty nine percent forecast.

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Speaker 1: So Jeffrey said that was a little bit of a disappointment.

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Speaker 1: But yeah, I mean overall this could be a little

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Speaker 1: like macro play too. Yeah. But the cruisers, I mean,

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Speaker 1: they are very committed. They love It's true.

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Speaker 2: I mean Charlie Pelt will go on a cruise.

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Speaker 1: I don't care what's going on in the world, but

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Speaker 1: it'll take some crazy cruise ship to someplace you'd never

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Speaker 1: even think, like a.

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Speaker 3: Really good example of like that's true.

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Speaker 1: He's like a superfan.

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Speaker 3: He's a super fan exactly. What about a Mayor Sport?

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Speaker 1: Okay, the Mayor Sports. This is a company that I

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Speaker 1: feel like I'm more familiar with. I saw that they

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Speaker 1: make Solomon ski boots. I was like, I got to

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Speaker 1: talk about this. I love Milkin and Wilson tennis rackets

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Speaker 1: and also Arctics. I know that brands that's like the

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Speaker 1: very popular like rain jackets and then Wall Street rows

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Speaker 1: wear them even though they're made for like hiking Mount Everest.

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Speaker 1: But this stock is up. The stock was up as

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Speaker 1: much as eleven percent at the open. They boosted their

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Speaker 1: adjusted profit forecast for the full year, which again is

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Speaker 1: a good sign that they're upping their forecast instead of

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Speaker 1: pulling it back. And then they also reported first quarter

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Speaker 1: results that topped expectations. Additionally, they expect the impact from

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Speaker 1: higher tariffs to be negligible. That's what their commentary showed.

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Speaker 1: But this view assumes tariffs on imports from China are

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Speaker 1: only at thirty percent, so we'll see if that holds

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Speaker 1: as the weeks and months go on as the US

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Speaker 1: negotiates with China.

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Speaker 2: The Stock Movers report 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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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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