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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: Let's take a look at some stocks on the move today.

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Speaker 3: I'm Tim Stenebek along with Carol Master. We're joined by

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Speaker 3: Bloomberg News Equities reporter Natalia Cunny Jvich. The company makes oreos. Yeah,

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Speaker 3: me and ma'am Cliff bar that was a recent purchase. Okay,

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Speaker 3: tobler own is that.

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Speaker 4: An okay one? Just the best one?

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Speaker 3: That's I agree with?

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Speaker 4: You usually get it too when I travel, I buy

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Speaker 4: it in due to free over because it's everywhere.

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Speaker 1: We're talking about mondalies.

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Speaker 4: Yes, Mandali is the tickets md l Z. The stock

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Speaker 4: is down actually by three point two percent. It was

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Speaker 4: a mixed Arni's report. So on the one hand, we

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Speaker 4: do see that adjusted EPs and net revenue came above expectations. However,

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Speaker 4: gross margin was slightly lower. To me, the most interesting

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Speaker 4: thing was global or breakdown of organic revenue. So it

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Speaker 4: looked like it looks like North American customers. So North

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Speaker 4: America's a region took the hardest hit. Organic revenue was

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Speaker 4: done by three point four percent. Expectations were for a

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Speaker 4: decline of one point eight percent. Latin America slight miss

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Speaker 4: and on expectations, however, Europe, Asia, Middle East Africa sales

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Speaker 4: came much better than expected. So it all comes down

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Speaker 4: to US consumers. We know that Mondalz has already increased

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Speaker 4: prices and they already said during the last earning season

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Speaker 4: that US consumers prioritize essentials over cookies and sweets. I

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Speaker 4: don't know if it's a long term trend. Maybe it's

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Speaker 4: something for just like this quarta and then the situation

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Speaker 4: will improve. But I was really surprised.

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Speaker 3: What do you consider an essential? Carol chocolate?

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Speaker 1: I like a little piece of good chocolates that you

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Speaker 1: say because my yeah, I had some last night, But

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Speaker 1: I don't need a lot. But I'm very picky.

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Speaker 3: The reason, ever, has shocking, and Natalia mentioned this adjusted

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Speaker 3: gross gross profit margin rather fell eighty basis points. Uh,

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Speaker 3: there were there were higher raw material costs and transportation costs.

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Speaker 3: Hiero costs are so high now.

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Speaker 4: It's actually high. But we do see that there was

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Speaker 4: a decline today. We also saw that city analyst said

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Speaker 4: that he expects prices could continue to fall in the

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Speaker 4: next three to six months on lower demand.

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Speaker 1: And I will say the commentary strong pricing execution in

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Speaker 1: our chocolate business and robust growth across the vast majority

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Speaker 1: of our geography. So the company seemed like they were

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Speaker 1: kind of a bee. Yeah, okay, now I'm really hungry.

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Speaker 3: Well, why don't you get on a plane at the book.

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Speaker 1: Store as soon as you come out of our building,

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Speaker 1: there is and they give and they're open early and late,

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Speaker 1: and they give that.

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Speaker 3: Okay, booking holding in the morning, b K and GEN

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Speaker 3: moving in the after hours.

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Speaker 4: Yeah, it is a slight move, but I feel it's

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Speaker 4: important to talk about this company because it delivered a

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Speaker 4: really disappointing forecast for the third quarter. They say, of

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Speaker 4: course they see increased uncertainty both in terms of geopolitics

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Speaker 4: and macroeconomy. However, so they expect Room Night's growth this

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Speaker 4: is a really important indicator to be somewhere around four

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Speaker 4: point eight or sor a four point five percent in

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Speaker 4: the period. Analysts had expected five point five percent increase. However,

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Speaker 4: the overall report again was really strong. When I looked

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Speaker 4: at a Room Nights sold rental card, they sold airline tickets.

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Speaker 4: Everything beat expectations. So as of now, at least when

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Speaker 4: we look at the second quarter results of strong people

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Speaker 4: travel and even when I look at some booking side,

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Speaker 4: everything is so expensive, everything is sold out. It's really

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Speaker 4: not easy, you know, to travel.

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Speaker 1: Now. Stark's about almost thirteen percent year to day. But

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Speaker 1: so interesting to see. We'll see, how like maybe some

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Speaker 1: more commentary maybe after the call, because it's not dipped,

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Speaker 1: I think initially after earnings. But you're right kind of flat.

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Speaker 4: Here, yeah, yea, yeah, recovered a little bit, all right.

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Speaker 4: Chart Industries, Yes, so this is a company the tickers GTLC.

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Speaker 4: So this is an industrial equipment maker. The reason why

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Speaker 4: the stock was up by fifteen point eight percent is

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Speaker 4: because Baker Hughes, the oil services giant, agreed to buy

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Speaker 4: this company for nine point six billion dollars in cash.

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Speaker 4: And this move, of course will allow Baker Hughes to

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Speaker 4: expand into energy sceptor and nuclear power. And this is

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Speaker 4: your AI play because Baker Hughes is trying to diversify

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Speaker 4: his business, not to be just pure oil player, but

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Speaker 4: to benefit from this rising demand on energy coming from

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Speaker 4: AI infrastructure, data centers, etc. Also, it's really important to

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Speaker 4: highlight that this is one of the biggest deals since

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Speaker 4: twenty sixteen in the oil field services. Scepter and Charts

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Speaker 4: really has a lot of assets for its in sixty

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Speaker 4: five manufacturer manufacturing locations and has over fifty service centers global,

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Speaker 4: so it's a really strong asset for Baker Hughes.

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Speaker 2: The stockmover's report from Bloomberg Radio. Check back with us

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

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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