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Speaker 1: Bloomberg Audio Studios podcasts, radio news, The Stock Movers podcast,

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Speaker 1: your roundup of companies making moves in the stock market,

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Speaker 1: harnessing the power of Bloomberg data. Let's take a look

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Speaker 1: at some of the stocks on the move today. We're

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Speaker 1: joined by Bloomberg's Natalia, Kenny Javic and Tali.

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Speaker 2: What are you looking at?

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Speaker 3: So, guys, I'm looking at the consumer sector, but I

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Speaker 3: know you covered lu Lemma Ralph Laura and this isn't focus.

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Speaker 3: We do see that this is one of the worst

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Speaker 3: performance in the S and P five hundred. We see

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Speaker 3: that CEO sold three point four million of shares. The

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Speaker 3: reason why it's important we just recently put together a

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Speaker 3: story saying that this most recent decline in US stocks

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Speaker 3: was a good deep buying opportunity for corporate executives. Typically,

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Speaker 3: this is a very bullish signal for the market because

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Speaker 3: who knows companies better than people then manage it. Now,

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Speaker 3: we do see that Ralph Laura and executives are selling stocks.

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Speaker 3: Another reason why it's interesting, Ralph Lauren was really well

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Speaker 3: positioned across retail sector because it's not as sensitive to

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Speaker 3: low income consumers. The stock did really well last year

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Speaker 3: not just across all consumer names, but across luxury companies

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Speaker 3: more specifically. And we also saw that the stock was

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Speaker 3: recently upgraded by Goldman. They see more potential, they see

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Speaker 3: the company keep growing, but maybe executives see something ahead

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Speaker 3: of ahead of the market.

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Speaker 2: You're also watching Oxford Industries.

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Speaker 3: Yes, it's a small one, but it's also important as

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Speaker 3: we talk about consumers a lot. Today the stock was

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Speaker 3: down by twelve percent if I'm not mistaken last time

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Speaker 3: I checked it. But again, weaker outlook, analysts downgrades. I'm

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Speaker 3: not a buyer. I know we like talking about specifics.

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Speaker 3: I've never bought anything, but this is basically a company

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Speaker 3: that sells stuff for like the beach vacation. Maybe again,

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Speaker 3: it's also a signal that consumers are becoming a little

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Speaker 3: bit more high But overall, yes, downgrades. Analysts are seeing

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Speaker 3: soft margins and lots of headwinds for the company.

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Speaker 2: I've never heard of the stock, but then I'm looking

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Speaker 2: at the dees page and it says that they have

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Speaker 2: products bearing the trademarks of Tommy Bahama, the Lily Pulitzer,

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Speaker 2: so some names that we do know, but just by

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Speaker 2: the name of the stock, I had no idea. What

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Speaker 2: else are you watching to tell you?

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Speaker 3: Yes, so our Gun you may you may never heard

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Speaker 3: about this company, But the reason why I think it's important.

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Speaker 3: This is a company from the energy infrastructure sector. We

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Speaker 3: like talking about AI infrastructure. So our Gun basically designs

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Speaker 3: and builds energy plants, and this is one of the

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Speaker 3: rare bright spots. Today. The stock is up by twenty

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Speaker 3: two percent, so results were good. Company highlighted lots of

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Speaker 3: demand for new construction services and plants that it builds.

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Speaker 3: And it's not just the random report because last quarter

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Speaker 3: they also put together really solid reports saying that there

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Speaker 3: is an increase in AI infrastructure demand from clients. So

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Speaker 3: maybe not everything is so bad in aispace.

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Speaker 1: The Stockmovers podcast from Bloomberg Radio. Check back with us

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Speaker 1: throughout the day for the latest roundup of companies making

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Speaker 1: news on Wall Street and for the latest market moving headlines.

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