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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: Alex you know longside, Paul Sweeney. We are joined now

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Speaker 3: by Bloomberg' Christina keynot to look at some of those

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Speaker 3: stocks on the move today. Or let's kick it off

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Speaker 3: with Dollar Tree.

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Speaker 1: Yeah, let's take a look a Dollar Tree. I mean

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Speaker 1: those shares gaining more than four percent now, extending those

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Speaker 1: opening gains. And you know, we did get that discount

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Speaker 1: retailer warning investors that its second quarter profit could be

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Speaker 1: down as much as fifty percent from a year ago

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Speaker 1: as it deals with tariff related costs. But then today

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Speaker 1: we have JP Morgan upgrading it to overrate from neutral

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Speaker 1: and analysts are actually saying that there are some positives

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Speaker 1: in the report, including traffic growth and same source sales.

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Speaker 1: So yeah, Dollar Tree took her dealtr shares are up

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Speaker 1: on that JP Morgan upgrade.

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Speaker 4: Nice when J Morgan has that impact. Kimberly Clark, what's

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Speaker 4: happening there?

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Speaker 1: Yeah, Kimberly Clark Deaker KMB that's down now more than

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Speaker 1: two percent at the moment so again extending those opening losses.

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Speaker 1: And that comes after the news that they're going to

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Speaker 1: be selling a majority stake in their global Kleenex and

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Speaker 1: Tushoo businesses outside of North America. And so the deal

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Speaker 1: is that it's going to be forming a joint venture

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Speaker 1: with this Brazilian pul supplier Suzano. Now it's going to

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Speaker 1: be valued at more than three billion dollars and it

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Speaker 1: will have a fifty one percent steak. It will also

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Speaker 1: have the option to buy Kimberly Clark's ownership interest at

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Speaker 1: specified times and conditions.

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Speaker 4: You know, I used I did a rotation investment banking

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Speaker 4: with the Consumers team cool and it's a banker's dream

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Speaker 4: because all these big custumer products companies have brands, and

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Speaker 4: all we do is, which is update the valuation of

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Speaker 4: all the I'm talking hundreds of brands, and you just

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Speaker 4: put valuations on them and you just mix and match

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Speaker 4: the way you pitch it to the CFO. Hey, hey,

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Speaker 4: why don't you take these three brands sell them here?

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Speaker 4: I think I got some buyers here. And you just

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Speaker 4: do that all day long. That's all these they do.

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Speaker 4: Sometimes they hit like this one amazing.

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Speaker 3: I also say that when it comes to tissues and

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Speaker 3: band aids are the two things you can't get generics for.

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Speaker 3: You just can't.

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Speaker 1: No, you just can't.

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Speaker 3: Just those two things. Everything else like generic all the way,

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Speaker 3: toilet paper, generics all right over, towels, not tissues and

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Speaker 3: not bandings. This is my PSA for everyone, all right,

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Speaker 3: Brown Foreman tumbling hard here, down by over fifteen percent.

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Speaker 3: So this is the owner of Jack Daniels. They have

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Speaker 3: been warning about tariff impact. So what happened?

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Speaker 1: Now, that's right, Alex, And so yeah, we did see

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Speaker 1: that in their report reported after a bell yesterday. Fourth

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Speaker 1: quarter EPs and sales missing estimates, and they're also expecting

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Speaker 1: your fiscal twenty twenty six or getting net sales to decline.

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Speaker 1: So it's not just fourth quarter a bad set of results,

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Speaker 1: but also their outlook not looking so great. And so

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Speaker 1: from that report, Brown Foreman saying that they do anticipate

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Speaker 1: the operating environment for fiscal twenty twenty six to be challenging.

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Speaker 1: They're citing low visibility due to macroeconomic and geopolitical volatility.

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Speaker 1: So that's sticker BF slash B tumbling. Now, yeah, I'm mortis.

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Speaker 4: See how these terribles are good politically. I mean, now

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Speaker 4: you've got your upsetting our friends in Kentucky and Tennessee,

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Speaker 4: and I.

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Speaker 2: Just don't know.

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Speaker 3: I don't know.

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Speaker 4: I guess, maybe I guess, but boy, I mean.

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Speaker 3: Threat more American jobs.

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Speaker 1: I don't know.

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Speaker 3: I don't saying what we hear. I mean, it's a

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Speaker 3: fair point, that's it's not great. And then plus in general,

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Speaker 3: like do we drink as much in the US as

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Speaker 3: I used to? I'm looking just at Paul at this point.

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Speaker 3: I don't know why, but sadly not as much as

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Speaker 3: in the UK.

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Speaker 1: I can tell you out much.

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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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