(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
SMALL BUSINESS: Victoria Cole, CEO of Designers On A Dime, on her global consignment business, which sells merchandise via an e-commerce platform.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
SMALL BUSINESS: Victoria Cole, CEO of Designers On A Dime, on her global consignment business, which sells merchandise via an e-commerce platform.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Designers On A Dime’s Cole on Global Consignment Company(Audio)

Designers On A Dime's Cole on Global Consignment Company(Audio)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41336197-877e-4758-92ea-ae3c00900da9/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll. 

- Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt shares climbed to an intraday record after the hotel chain’s fourth-quarter adjusted earnings per share blew past analysts’ estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records.

- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald’s Corp.’s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share.

- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll.&nbsp; - Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt&nbsp;shares climbed to an intraday record after the hotel chain&rsquo;s fourth-quarter adjusted earnings per share blew past analysts&rsquo; estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald&rsquo;s Corp.&rsquo;s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share. - Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/594d90c9-7458-4817-9ac4-b3ef0123fccd/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses  Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company’s ability to add new hotels to its global network drove growth.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken.

-Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 earnings, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy.

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses &nbsp;Kraft Heinz halting&nbsp;plans&nbsp;to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company&rsquo;s ability to add new hotels to its global network drove growth. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken. -Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 <a href="https://www.businesswire.com/news/home/20260210814993/en/MNTN-Reports-Record-Fourth-Quarter-and-Full-Year-2025-Results" data-destination="https://www.businesswire.com/news/home/20260210814993/en/MNTN-Reports-Record-Fourth-Quarter-and-Full-Year-2025-Results">earnings</a>, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy.
&nbsp;

New Kraft Heinz CEO Pauses Split to Focus on Boosting Profit 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e52de464-dbbf-4872-9137-b3ee0122359c/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company’s concerns. She also discusses Spotify Technology adding 38 million new listeners to reach 751 million monthly active users, with paid premium subscriptions increasing 10% to 290 million.

-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Alphabet Inc. raised almost $32 billion in debt in less than 24 hours, showing the enormous funding needs of tech giants competing to build out their artificial intelligence capabilities. Separately,  Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro Inc. more than doubled year-over-year revenue from its popular card game Magic: The Gathering in the fourth quarter.  Tie-ins from beloved franchises like Avatar: The Last Airbender and Final Fantasy contributed to Magic’s $502.4 million in revenue in the fourth quarter, the company said.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. Coca-Cola Co. offered a 2026 full-year sales outlook with organic sales growth of 4% to 5%, which is lower than the average analyst expectation of 5.01%. The company faces challenges in winning over shoppers with its portfolio of beverages as consumers shift away from traditional full-calorie soft drinks and toward healthier options.

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company&rsquo;s concerns. She also discusses Spotify Technology adding 38 million new listeners to reach 751 million monthly active users, with paid premium subscriptions increasing 10% to 290 million. -Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Alphabet Inc. raised almost $32 billion in debt in less than 24 hours, showing the enormous funding needs of tech giants competing to build out their artificial intelligence capabilities. Separately, &nbsp;Taiwan Semiconductor Manufacturing Co.&rsquo;s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro Inc.&nbsp;more than doubled year-over-year revenue from its popular card game Magic: The Gathering in the fourth quarter.&nbsp; Tie-ins from beloved franchises like&nbsp;Avatar: The Last Airbender&nbsp;and&nbsp;Final Fantasy&nbsp;contributed to Magic&rsquo;s $502.4 million in revenue in the fourth quarter, the company said. -Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. Coca-Cola Co. offered a 2026 full-year sales outlook with organic sales growth of 4% to 5%, which is lower than the average analyst expectation of 5.01%. The company faces challenges in winning over shoppers with its portfolio of beverages as consumers shift away from traditional full-calorie soft drinks and toward healthier options.
&nbsp;

Paramount Sweetens Warner Bros. Bid Terms to Woo Investors 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/01ddfe4d-61e2-4917-b9e2-b3ed0120155e/transcript

Designers On A Dime's Cole on Global Consignment Company(Audio)

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