1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, Radio News, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:14,240 --> 00:00:16,480 Speaker 1: harnessing the power of Bloomberg Data. 4 00:00:18,000 --> 00:00:19,079 Speaker 2: I want to take a look at some of the 5 00:00:19,079 --> 00:00:22,200 Speaker 2: stocks on the move for the week overall. Bloomberg News 6 00:00:22,239 --> 00:00:26,640 Speaker 2: Equities reporter Natalia Kenny Javich is here in our studio. 7 00:00:27,360 --> 00:00:30,440 Speaker 2: Let's start with one that really lived at big time. 8 00:00:30,280 --> 00:00:33,640 Speaker 3: This week, right, So I looked at this and fifteen 9 00:00:33,720 --> 00:00:36,840 Speaker 3: hundred stocks, and the best performing stock for this week 10 00:00:36,920 --> 00:00:42,920 Speaker 3: is ELF Beauty ticker ELF. It jumped by thirty five percent. 11 00:00:43,040 --> 00:00:45,920 Speaker 3: This is, of course, after Cosmetic Company agreed to acquire 12 00:00:46,200 --> 00:00:50,080 Speaker 3: Hailey Bieber's beauty brand wrote for one billion dollars. However, 13 00:00:50,520 --> 00:00:54,920 Speaker 3: we also boost from potentially better than expected developments on 14 00:00:54,960 --> 00:00:59,160 Speaker 3: the tariff front. But Bloomberg Intelligence analysts are saying that 15 00:00:59,560 --> 00:01:02,960 Speaker 3: they're would be some demand challenges for ELF as it 16 00:01:03,160 --> 00:01:07,480 Speaker 3: plans to increase prices. I look at Bloomberg Terminal function 17 00:01:07,680 --> 00:01:12,080 Speaker 3: FA financial analysis to look where it gets. The biggest 18 00:01:12,120 --> 00:01:16,759 Speaker 3: sales from Target is number one Walmart, and about twelve 19 00:01:16,840 --> 00:01:20,520 Speaker 3: percent of sales are coming from Alta Beauty. Another big 20 00:01:20,560 --> 00:01:23,479 Speaker 3: mover for this week is. Of course, we see that 21 00:01:23,920 --> 00:01:27,120 Speaker 3: demand is still resilient for cosmetics, but we don't know, 22 00:01:27,160 --> 00:01:30,080 Speaker 3: maybe people are just stuck wiling ahead of tariffs. 23 00:01:30,280 --> 00:01:32,759 Speaker 4: What about when it comes to the retail front, because 24 00:01:32,760 --> 00:01:35,360 Speaker 4: we've had so many different stories with them this week 25 00:01:35,440 --> 00:01:39,679 Speaker 4: so far human retail, well specifically maybe for Gap, yes 26 00:01:39,760 --> 00:01:42,600 Speaker 4: exactly exactly versus other ones that we're performing better today. 27 00:01:42,800 --> 00:01:47,039 Speaker 3: Yeah, so minus twenty two percent on a weekly basis. 28 00:01:47,120 --> 00:01:50,440 Speaker 3: Of course, So for some analysts I spoke with, they 29 00:01:50,520 --> 00:01:54,480 Speaker 3: say this is potentially an overreaction because overall the report 30 00:01:54,560 --> 00:01:58,320 Speaker 3: wasn't that bad. Two biggest brands that account for about 31 00:01:58,560 --> 00:02:02,840 Speaker 3: eighty percent of sales, Gap and Old Navy sales are 32 00:02:02,920 --> 00:02:07,400 Speaker 3: still up. And on the flip side, yes, for Banana Republic, 33 00:02:07,480 --> 00:02:10,840 Speaker 3: for Athleta, which account for about twenty percent of sales, 34 00:02:11,120 --> 00:02:14,480 Speaker 3: they are like flat or slightly going down. And for 35 00:02:14,600 --> 00:02:17,960 Speaker 3: analysts maybe the number when you put the dollar amount 36 00:02:18,000 --> 00:02:22,520 Speaker 3: for a potential hit from teriffs, this sounds scary, but overall. 37 00:02:22,919 --> 00:02:25,320 Speaker 3: CEO was on Bloomberg TV as well, and he said 38 00:02:25,360 --> 00:02:28,440 Speaker 3: the goal for the company is to get an exposure 39 00:02:28,480 --> 00:02:32,720 Speaker 3: of no more than twenty five percent from any significant country. 40 00:02:33,000 --> 00:02:36,840 Speaker 3: You know, when it comes to exposure to China. As 41 00:02:36,880 --> 00:02:39,560 Speaker 3: of now it's about ten percent, but by the end 42 00:02:39,600 --> 00:02:41,440 Speaker 3: of this year they plan it to be for about 43 00:02:41,520 --> 00:02:42,160 Speaker 3: three percent. 44 00:02:42,280 --> 00:02:44,400 Speaker 2: Oh, that's a big change, that's a big move. Hey, 45 00:02:44,520 --> 00:02:47,720 Speaker 2: let's talk about Texas Pacific Landcorp. What happened with that one? 46 00:02:47,720 --> 00:02:48,080 Speaker 4: Over this? 47 00:02:48,240 --> 00:02:48,360 Speaker 2: Right? 48 00:02:48,760 --> 00:02:50,440 Speaker 3: So I just looked at the S and P five 49 00:02:50,520 --> 00:02:53,640 Speaker 3: hundred sectors and the worst performance sector for this week 50 00:02:53,840 --> 00:02:56,560 Speaker 3: is energy and this stuck in particular is just the 51 00:02:56,600 --> 00:03:00,840 Speaker 3: worst for this week. The ticker is TPL. This is 52 00:03:00,840 --> 00:03:05,440 Speaker 3: an energy oil leasing land company. And overall this is 53 00:03:05,480 --> 00:03:09,320 Speaker 3: a macro story. This is related to oil concerns about supply. 54 00:03:09,440 --> 00:03:13,160 Speaker 3: We know that OPEC plus wants to increase potentially supply 55 00:03:13,200 --> 00:03:16,799 Speaker 3: of oil. This is according to Bloomberg News reporting. Kazakhstan 56 00:03:16,880 --> 00:03:20,600 Speaker 3: Deputy Energy Minister also hinted that they can potentially increase 57 00:03:20,880 --> 00:03:23,880 Speaker 3: oil production. And then, of course we have concerns about 58 00:03:23,919 --> 00:03:26,040 Speaker 3: demand break for an. 59 00:03:25,960 --> 00:03:28,519 Speaker 2: A and P company if we're getting more from the 60 00:03:28,520 --> 00:03:31,440 Speaker 2: Middle East or wherever, right, exactly what it means for 61 00:03:31,480 --> 00:03:32,040 Speaker 2: their business. 62 00:03:32,400 --> 00:03:34,440 Speaker 3: Yeah. But on the flip side, guys, we know that 63 00:03:34,520 --> 00:03:36,880 Speaker 3: it could be good for you as consumers. As gasoline 64 00:03:36,880 --> 00:03:39,920 Speaker 3: prices are moving down, people will have more disposable income 65 00:03:39,960 --> 00:03:41,840 Speaker 3: and go to retailers and spend more. 66 00:03:42,720 --> 00:03:44,840 Speaker 4: We'll see that too, because discretionary, like we were talking 67 00:03:44,840 --> 00:03:47,480 Speaker 4: about earlier, the worst performing sectors so far this year. 68 00:03:47,520 --> 00:03:50,080 Speaker 4: But there's a lot of different cohorts with indiscretionary, and 69 00:03:50,120 --> 00:03:52,880 Speaker 4: retail is one of them. But they also straddle staples too, 70 00:03:52,960 --> 00:03:55,360 Speaker 4: like Walmart and others in the dollar store. So it's 71 00:03:55,360 --> 00:03:57,400 Speaker 4: hard to get a good read when you're trying to 72 00:03:57,520 --> 00:03:58,920 Speaker 4: gauge stocks with retail. 73 00:03:59,440 --> 00:04:01,040 Speaker 2: The TIET Thank you so much. 74 00:04:02,040 --> 00:04:06,400 Speaker 1: The Stockmovers podcast from Bloomberg Radio. Check back with us 75 00:04:06,440 --> 00:04:09,360 Speaker 1: throughout the day for the latest roundup of companies making 76 00:04:09,440 --> 00:04:13,000 Speaker 1: news on Wall Street and for the latest market moving headlines. 77 00:04:13,160 --> 00:04:17,080 Speaker 1: Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg 78 00:04:17,120 --> 00:04:19,920 Speaker 1: dot com, and on Applecarplay and Android Auto with the 79 00:04:19,960 --> 00:04:21,320 Speaker 1: Bloomberg Business app.