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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: I'm John Tucker along with Paul Sweeney. This is Bloomberg

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Speaker 3: Intelligence and time to take a look under the hood

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Speaker 3: some of the stocks that are moving up more in depth.

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Speaker 3: Look by here, one more person say they're flying high.

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Speaker 3: I don't know, Christine, but let's go to Delta take

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Speaker 3: a deeper look.

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Speaker 1: Yes, that's right, JD. We got to talk about Delta, right.

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Speaker 1: I'm best performed at the S and P five hundred

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Speaker 1: this morning took her DAL shares rising more than thirteen

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Speaker 1: percent now, so really extending those opening games. Also hitting

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Speaker 1: a four month high on an inter day basis, all

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Speaker 1: good things.

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Speaker 2: For the stock.

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Speaker 1: After Indeed, the carrier announced that it's restoring it's full

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Speaker 1: your Ernie's guidance. So now the company is expecting full

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Speaker 1: your adjusted EPs of five dollars and twenty five cents

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Speaker 1: to six dollars and a twenty five cents range for

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Speaker 1: twenty twenty five. Bloomer consents is estimate it's lightly on

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Speaker 1: the lower end of that at five thirty five and

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Speaker 1: some of the analyst commentary here looking positive for Delta

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Speaker 1: as well, City saying that overall the quarter looked solid,

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Speaker 1: primarily because of their premium cabin revenue offerings now TD

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Speaker 1: Cowan though, saying that while this is encouraging as a

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Speaker 1: whole for American carriers full service carriers, there is a

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Speaker 1: note of caution because you can't just extrapolate what's good

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Speaker 1: for Delta is good for everyone else unless they have

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Speaker 1: the same kind of premium diverse revenue that Delta is offering.

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Speaker 3: Here, premium cabin place I have never visited, probably never will.

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Speaker 2: I think, for the first time in my life, I've

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Speaker 2: actually paid for a business slash first class going over

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Speaker 2: not Italy in the fall, because every time I've gone

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Speaker 2: to Continental Europe it's been on business.

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Speaker 3: I was once upgraded to first class. It was the

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Speaker 3: worst thing that ever happened, because I was ruined after that.

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Speaker 3: I could never go back.

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Speaker 1: To You can never go back, but yet you must,

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Speaker 1: you must every what else you got. We're also looking

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Speaker 1: at es Day Lauder this morning ticker EL. Those shares

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Speaker 1: also on the move today, higher by five percent, just

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Speaker 1: over five percent at the moment, and that is because

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Speaker 1: they did get reinstated for coverage at a Bank of

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Speaker 1: America Global Research. They're reinstated coverage with a buy recommendation

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Speaker 1: price stargret also at one hundred and ten dollars, so

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Speaker 1: about a twenty three percent increase from its current price.

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Speaker 2: You know.

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Speaker 1: Sday Ladder also getting an upgrade to buy at HBC

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Speaker 1: over the last couple of weeks, and that bank citing

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Speaker 1: the end of a downgrade cycle for the company. We've

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Speaker 1: seen some encouraging science from consumers in China, which is

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Speaker 1: a very big market for this company, so we'll see

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Speaker 1: if that all comes to fruition. They're going to be

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Speaker 1: expected to report on August twenty. All right, one more,

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Speaker 1: I think it got ConAgra. That's right, ConAgra ticker c AG.

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Speaker 1: So that's on the downside today. Shares falling about three

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Speaker 1: percent at the moment, so bearing some of those opening

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Speaker 1: losses that we saw earlier. It did hit the lowest

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Speaker 1: since twenty twelve because of a disappointing profit outlook. The

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Speaker 1: company said that adjusted earnings will be as much as

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Speaker 1: one dollar eighty five cents a share, compared with Wall

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Speaker 1: Street estimates of two dollars nineteen cents a share, so

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Speaker 1: a big, big disappointment over there. The company also pointing

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Speaker 1: to rising costs from US tariffs, and their customers in

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Speaker 1: particular are cost conscious and wary of inflation and volatility,

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Speaker 1: so they're really vulnerable there, and Barclays was saying that

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Speaker 1: even though the expectations were modest, the guidance still missed

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Speaker 1: those sacramentations.

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Speaker 2: The Stock Movers 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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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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