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

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Speaker 2: Stock Movers Report, 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: All right, let's take a look at some of the

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Speaker 3: stocks on the moveday. We do have a market that

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Speaker 3: is selling off here about four tens a one percent.

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Speaker 3: But some of the stocks under the cover, let's take

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Speaker 3: a look at that. Paul Sweeney alongside Just Metton return

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Speaker 3: to Bloomberg's Lisa.

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Speaker 4: Lisa, Now, I'm sorry about to do this, So i

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Speaker 4: gotta start with Walmart. Guys, right, take our WMT. So

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Speaker 4: there was this good news, right, it raises full of

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Speaker 4: your sales guidance, which is a good signed. Consumers spending

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Speaker 4: powers holding up right, lifted its adjustin earnings guidance for

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Speaker 4: the year. The CUFO said, you know what, the consumers resilient.

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Speaker 4: Walmart continues to gain market share across all income levels,

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Speaker 4: especially wealthier shoppers. Delivering e commerce. They're fueling growth, right,

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Speaker 4: helping the company increase market share. But here's the thing.

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Speaker 4: There was a miss on profit that was because of

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Speaker 4: a rise of insurance claims. There were legal challenges, restructuring costs.

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Speaker 4: Investors really didn't like the sound of that. It shares

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Speaker 4: I've taken a hit down as much as three percent

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Speaker 4: before the bell. Now when it comes to tariffs, because

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Speaker 4: everyone wants to know how we're towers affecting these companies,

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Speaker 4: they said they can leverage their global supply change to

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Speaker 4: source more efficiently, negotiate better deals with suppliers. So far,

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Speaker 4: the impact of the consumer, it's small, but that could

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Speaker 4: change later on in the year, you know, as it

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Speaker 4: continues to go on.

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Speaker 1: And I know we saw that stock down a little

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Speaker 1: bit in pre market trading, but it was up about

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Speaker 1: seventy two percent last year coming into this year, about

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Speaker 1: fourteen percent this year. So sometimes I wonder kind of

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Speaker 1: the fundamentals versus it was trading like a growth stock

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Speaker 1: coming into this year, and how much of that kind

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Speaker 1: to come back to a little bit of reality.

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Speaker 3: It's still trading forty times earnings, right, It's amazing. What

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Speaker 3: else you got?

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Speaker 4: Okay, so this is Perfume Cosmetics, elet Cody Coty ticker

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Speaker 4: down more than twenty percent, So they basically said deep

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Speaker 4: sales of clients are going to continue. Retailers are clearing

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Speaker 4: out existing inventory, consumer demand they say continues to be low.

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Speaker 4: They've been nearing the end of this five year turnaround plan, right,

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Speaker 4: but they've been trying to spark some growth. But there's

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Speaker 4: also been reports that they're considering selling off their high

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Speaker 4: end brands to peer interpar fumes. All the reports say

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Speaker 4: the lower end brands like cover Girl fragrances for Didas Nautica,

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Speaker 4: they could also be sold in a separate transaction. Tariffs

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Speaker 4: weighing on profitability for them. Shifting fragrance production to the US,

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Speaker 4: that's going to be a cost. So they've been trying

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Speaker 4: new things, like they introduce new products, smaller sizes. There's

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Speaker 4: also evidence that demand for their high end fragrancy. It's like,

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Speaker 4: I don't know if you have Gucci or Burbery, like

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Speaker 4: those are doing well for them, and so those are rebounds.

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Speaker 3: So is are there Cody stores? No, they're not Cody stores.

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Speaker 3: These these folks that make manufacturing.

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Speaker 4: They make it, yes, and they sell it, you know,

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Speaker 4: at different stores throughout. But so the Gucci and Berbery

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Speaker 4: brands are doing a little bit better, so maybe Interesting

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Speaker 4: is helping them.

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Speaker 1: But so those perfume sales, that's where the issue is.

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Speaker 3: Yes, exactly there for it doesn't sufford you great? Does

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Speaker 3: that mean?

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Speaker 1: They do have fragrances And they're good at especially giving

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Speaker 1: out kind of free samples or little points. And that's

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Speaker 1: how they that's how they get you at least that's

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Speaker 1: how they end up getting me more money their birthday gift.

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Speaker 1: That's right, that's in They hook you there and then

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Speaker 1: and then you'll spit more money.

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Speaker 4: Let's go into a Boeing. Okay, so this is a

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Speaker 4: tick er ba. Their shares have been getting as much

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Speaker 4: as three percent. It's kind of a trail back a

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Speaker 4: little bit. Sources saying the company's heading closer to finalizing

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Speaker 4: a deal with China to sales money as five hundred aircraft.

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Speaker 4: And this is big because it would end that sales

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Speaker 4: route that kind of stretches back to President Donald Trump's

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Speaker 4: last visit in twenty seventeen. So the two sides still

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Speaker 4: reportedly hammering out some terms like the type, the volume

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Speaker 4: of jet models, the delivery timetables like all that's still

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Speaker 4: being worked out reportedly, but it could still fall apart.

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Speaker 4: But sources saying Chinese officials and they've already started consulting

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Speaker 4: domestic airlines about how many Boeing aircraft they'll need, so

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Speaker 4: you see it kind of ramping up there. But the

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Speaker 4: stock has risen what is it, twenty seven percent this year.

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Speaker 4: It's really been this termaround under Kelly Orberg.

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Speaker 3: But this SNG tredicated upon getting a US China trade

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Speaker 3: deal right.

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Speaker 4: If correct correct, if it goes.

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Speaker 1: Yeah, it was down over thirty percent last year for

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Speaker 1: obvious issues that it had that was tied to.

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Speaker 2: The stock mover's 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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