On this episode of Stock Movers:
- Constellation Brands (STZ) shares slide after the alcohol beverage company cut its fiscal 2026 guidance, citing weak consumer demand, which will hurt inventory rebalancing at the distributor level.
- Elf Beauty (ELF) shares drop after Deutsche Bank downgraded the cosmetics company to hold from buy.
- Frontier Group (ULCC) shares rise after Deutsche Bank raised the recommendation on low-cost carrier to buy from hold saying the firm is best-positioned to benefit from rival Spirit’s bankruptcy.

On this episode of Stock Movers: - Constellation Brands (STZ) shares slide after the alcohol beverage company cut its fiscal 2026 guidance, citing weak consumer demand, which will hurt inventory rebalancing at the distributor level. - Elf Beauty (ELF) shares drop after Deutsche Bank downgraded the cosmetics company to hold from buy. - Frontier Group (ULCC) shares rise after Deutsche Bank raised the recommendation on low-cost carrier to buy from hold saying the firm is best-positioned to benefit from rival Spirit&rsquo;s bankruptcy.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Constellation Brands Slides, Elf Beauty Drops, Frontier Group Rises After Deutsche Upgrade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c88ee33f-3b56-4583-b34f-b34c00ec5b2c/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate.
- Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative.
- Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate. - Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative. - Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.

Dollar General Beats Estimates; Mosaic Up Most in 11 Months; Bumble Shares Jump

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a258445f-a05f-4c7d-9301-b40b00b5bb31/transcript

On this episode of Stock Movers:
- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.
- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.
- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

On this episode of Stock Movers: - HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders&rsquo; profit before taxes respectively, JPMorgan analysts say. - On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of &pound;39m to &pound;43m adjusted profit before tax due to a &ldquo;significant slowdown&rdquo; in demand following the conflict in the Middle East, according to a statement. - Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as &ldquo;bullish.&rdquo; Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

HSBC Down, On The Beach Falls, Leonardo Gains 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8e3af8a5-e4a7-41a0-91e6-b40b0096ce15/transcript

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers: 

- Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday.

- Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment. 

- Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That&rsquo;s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday.
- Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it&rsquo;s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn&rsquo;t respond to a request for comment.&nbsp;
- Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.

Campbell's Sinks, Sable Offshore Skyrockets, Petco Surges 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/03464659-9d09-4c7a-b922-b40a0186105e/transcript

Constellation Brands Slides, Elf Beauty Drops, Frontier Group Rises After Deutsche Upgrade

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