WEBVTT -  Week Ahead: Hims & Hers, CoreWeave, Cava Group 

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The Stock Movers Report, your roundup of companies making moves

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<v Speaker 2>in the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 1>Let's take a look now at some stocks making news

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<v Speaker 1>in the week ahead. I'm Nathan Hager, joined by Bloomberg

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<v Speaker 1>News reporter Judy LaGrue, and the earning story continues well

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<v Speaker 1>right away on Monday when we hear from Hims and

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<v Speaker 1>Hers after the closing bell. I mean, it feels like

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<v Speaker 1>healthcare earnings have been going pretty good so far this season.

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<v Speaker 1>Does that include telehealth, Judy, do you know tell health.

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<v Speaker 3>Is having a really interesting sort of season with this

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<v Speaker 3>earning season. But Hym's and Hers, I think is certainly

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<v Speaker 3>a space to watch for a lot of investors. The

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<v Speaker 3>company has beat EPs estimate six of the last ten quarters.

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<v Speaker 3>It's you know, really seen a lot of growth recently. However,

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<v Speaker 3>that growth is kind of slowing down right now. So

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<v Speaker 3>reported subscriber growth was about thirty five percent sent for

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<v Speaker 3>sixteen straight cores, but for the last two quarters growth

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<v Speaker 3>has been nine percent and about thirteen percent perspectively, So

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<v Speaker 3>I think what a lot of investors are really looking

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<v Speaker 3>at is how Hymns ticker HIMS is responding to that

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<v Speaker 3>slowing growth, So stock movement is also an interesting space

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<v Speaker 3>to watch. The stock is down about nine percent this

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<v Speaker 3>quarter alone, so definitely for investors looking to see Hymns

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<v Speaker 3>and Hers earnings results and then how that stock will

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<v Speaker 3>respond to the growth and report.

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<v Speaker 1>You know, it's interesting, Judy. Ahead of this earnings we

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<v Speaker 1>heard Hymns announce a new app with a doctor led

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<v Speaker 1>AI native care experience. I think anytime anybody hears the

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<v Speaker 1>letter's AI, their ears start to burg out.

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<v Speaker 3>That's right, that's right, Nathan, And I think for Hymns

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<v Speaker 3>and Hers, certainly trying to really push the envelope with

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<v Speaker 3>respect to getting their consumers to stick with them, I

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<v Speaker 3>think is certainly paramount for the company. One item as

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<v Speaker 3>of note is that there was an FTC or is

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<v Speaker 3>an FTC rather lawsuit against his and Hers. The plaintiffs

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<v Speaker 3>are FTC, Utah and Los Angeles County, and the lawsuit

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<v Speaker 3>is alleging that Hymns and Hers has misled customers into

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<v Speaker 3>locking themselves into recurring subscriptions and that the company has

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<v Speaker 3>shared private information with Meta and Snap despite saying that

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<v Speaker 3>they were protective of customer privacy, So definitely, you know,

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<v Speaker 3>I think investors will want to know what the company

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<v Speaker 3>has to say about this. Certainly, the company has come

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<v Speaker 3>out to say that the FTC lawsuit disregards substantial evidence,

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<v Speaker 3>So look for analyst questions on that. Look for stock

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<v Speaker 3>moves based on what management says about this. I really

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<v Speaker 3>think it's a space to watch.

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<v Speaker 1>Yeah, nobody likes illegal overhang over any company. The earning

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<v Speaker 1>story continues on Tuesday and other tech name reporting in

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<v Speaker 1>core Weave after Tuesday's close, putting a focus back on

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<v Speaker 1>AI infrastructure after all the concerns about hyper scale spending.

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<v Speaker 3>That's correct, Earnings from core Weave TICK or cr WV

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<v Speaker 3>will show whether enormous EI demand can outweigh the heavy

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<v Speaker 3>cost of data centers and debt. Right, so, the company

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<v Speaker 3>is expected to report its highest revenue since their IPO

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<v Speaker 3>in twenty twenty five. It's sort of Wall Street is

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<v Speaker 3>expecting two point five billion in revenue this quarter, so

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<v Speaker 3>you know, really looking at really how core Weave is

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<v Speaker 3>managing that. And I think that Bloomberg Intelligence analysts really

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<v Speaker 3>hit the nail on the head that say, when they

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<v Speaker 3>wrote that core Weave's second quarter earnings will signal to

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<v Speaker 3>investors whether AI demand remains stronger than their share price implies,

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<v Speaker 3>and they cited that they feel like the share price

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<v Speaker 3>is underperforming, so they'll be looking at revenue specifically for

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<v Speaker 3>their earnings, and Blomberg Intelligence really believes that the revenue

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<v Speaker 3>for Kroweve for the quarter could exceed guidance.

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<v Speaker 1>Now that would be a pretty big turnaround at a

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<v Speaker 1>time when, as you know, Corwave's kind of missed more

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<v Speaker 1>often than not when it comes to earnings. Is the

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<v Speaker 1>bar pretty high then for core Weave to outperform this

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<v Speaker 1>time around?

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<v Speaker 3>I mean you're right about that, Nathan. The company has

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<v Speaker 3>missed EPs estimates four times out of the last five quarters.

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<v Speaker 3>So yes, definitely looking at that, looking at revenue, looking

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<v Speaker 3>at EPs, and really understanding from management. And again the

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<v Speaker 3>earnings call and comments are really going to be big

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<v Speaker 3>here where they see the company going. Analysts, on the

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<v Speaker 3>other hand, are quite bullish. Twenty nine buys, eleven holes,

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<v Speaker 3>three cells. So again we'll be listening to that earning

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<v Speaker 3>call quite closely.

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<v Speaker 1>Yes, absolutely, We're also going to be listening, I think

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<v Speaker 1>to earnings from Kava they report on Tuesday as well.

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<v Speaker 1>Is this one affected do you think by the produce

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<v Speaker 1>scare that we've seen in fast food as opposed to casual.

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<v Speaker 3>I mean, certainly anybody who touches lettuce is having a

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<v Speaker 3>rough summer, I will say that. So, yes, we focusing

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<v Speaker 3>on ticker Cava. That's right, And so for analysts, the

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<v Speaker 3>earnings for Kava Group really need to show that customer traffic,

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<v Speaker 3>restaurant profits, and new sore growth is remaining strong despite

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<v Speaker 3>these headwinds we're seeing, right with the cyclospara, the parasite,

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<v Speaker 3>and really understanding exactly what kind of slow down the

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<v Speaker 3>company is seeing as a result of all of the

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<v Speaker 3>headlines about food safety in general. The stock is up

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<v Speaker 3>around thirteen percent this year, but down about eleven percent

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<v Speaker 3>this month. And when we put that in comparison to

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<v Speaker 3>names like Shakeshack, which is up about thirty percent this month, Dominoes,

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<v Speaker 3>which is up about seventeen percent this month. Really, Kava

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<v Speaker 3>I think it could represent in many respects close to

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<v Speaker 3>the center of this issue with cyclospora, as it pertains

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<v Speaker 3>to let us and produce as it gets served in

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<v Speaker 3>fast casual settings.

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