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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 1: Let's take a look at some of the stocks on

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Speaker 1: the move today. We're joined now by Bloomberg's Danita Sekhova,

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Speaker 1: are looking at United Health. Lots of layers to the

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Speaker 1: cell off today.

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Speaker 3: So many layers that story. It's been a very volatile

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Speaker 3: week month to stock to date, it fell as much

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Speaker 3: as six point seven percent in training in earlier trading.

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Speaker 3: Give us even more. The latest move lower comes after

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Speaker 3: The Guardian reported that the Health Insured secretly paid nursing

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Speaker 3: homes to reduce hospital transfers. Nursing home residents who needed

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Speaker 3: immediate hospital care under the program failed to receive it

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Speaker 3: after intervention from United Health staffers. There are a lot

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Speaker 3: of layers to this. There was recently last week the

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Speaker 3: company had like a eight percent drop after report that

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Speaker 3: it was under investigation for possible Medicare fraud. The stock

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Speaker 3: is down about forty percent year to date. We have

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Speaker 3: a great story on the terminal about how very few

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Speaker 3: actually just one of the analysts saw this coming. There

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Speaker 3: was only one sale rating before the sale off started.

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Speaker 3: Actually United Health was the highest rated S and P

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Speaker 3: five hundred company. It had a ratio of ninety seven

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Speaker 3: percent buys and now we had a downgrade from agency.

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Speaker 3: Obviously things are changing fast, but it's just fascinating how

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Speaker 3: few people were expecting this big job in the stock.

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Speaker 2: Doesn't reflect well on my whole research business.

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Speaker 1: Yeah no, it's tough, but hey, one got it right,

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Speaker 1: So there's something there also looking at speaking of seven

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Speaker 1: hundred dollars best Canada Goose, is.

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Speaker 3: A great day for seven hundred dollars Vest Canada Goose

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Speaker 3: rose twenty one percent. That really keeps going up. We

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Speaker 3: saw the outwear maker reporting first Fisco fourth quarter revenue

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Speaker 3: and adjusted earning Expresserrey that beat what the street was estimating.

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Speaker 3: The company said it would not provide an outlook for

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Speaker 3: fiscal ear twenty twenty six, and this of course come

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Speaker 3: with the macro uncertainty, the dynamic consumer patterns. So this

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Speaker 3: is yet another company where we see that the outlook

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Speaker 3: going forward is very hard. Where we're seeing very bright

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Speaker 3: spot is the strong direct to consumer sales in Asia.

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Speaker 3: This is excluding China, so perhaps that's one reason investors

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Speaker 3: are so optimistic today. The stock is actually up here

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Speaker 3: today seven percent in a year where we've been so

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Speaker 3: worried about the consumer, and clearly this is targeting the

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Speaker 3: very high end consumer. Kind of the good says that

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Speaker 3: consumers are responding well to an expanded lineup of products,

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Speaker 3: maybe the best in an earning cast executive set. Apparel

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Speaker 3: has been one of its biggest segments of growth, So

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Speaker 3: an interesting place to watch and really a sentiment indicator.

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Speaker 2: I would say, all right, one more lose what's happening there.

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Speaker 3: So it was interesting. The stock was a little bit

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Speaker 3: in earlier trading. Now some of those games are erased.

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Speaker 3: It's similar to the Home Depost story we saw yesterday.

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Speaker 3: The company beat expectations during the last quarter. Shoppers continue

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Speaker 3: to buy those home supplies. One interesting trend we're seeing

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Speaker 3: is that maybe they're stepping back on those big renovation projects.

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Speaker 3: They're doing smaller one those. So clearly the consumer is

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Speaker 3: doing okay. But this is a space where everyone is watching.

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Speaker 3: Everyone is very worried, and especially that space is very

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Speaker 3: vulnerable to tariffs because many of those products are sourced overseed,

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Speaker 3: so everyone is looking at space to see cracks. As

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Speaker 3: we're getting more news about how this effects supply chains

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Speaker 3: and the consumers. And yeah, the company is down six

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Speaker 3: point five percent here today. This is obviously company that

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Speaker 3: is it's really relevant to discretionary saving, the discretionary spending,

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Speaker 3: and we're all looking for cracks there. So interesting intersection.

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Speaker 1: All right, Thank you so much, Taniza denis Zakova joining

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Speaker 1: us from Bloomberg.

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Speaker 2: News, the Stockmovers 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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