Bloomberg Stock Movers复盘三只欧股早盘异动：Barclays遭PRA审查传闻、Pets at Home获Peel Hunt上调、Lindt CEO突然离职

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Pets at Home Jumps, Barclays Down, Lindt Lower
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Speaker 1: Bloomberg Audio Studios.
Speaker 2: Podcasts. Radio.
Speaker 3: News.
Speaker 2: The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data.
Speaker 4: Let's have a look at some of the stocks on the move today in Europe. I'm Caroline Hepke with Stephen Cowell. We're joined by Bloomberg reporter Tiwa Adebayo.
Speaker 1: Good morning.
Speaker 4: Can we start with Barclays facing scrutiny from UK regulators? How are investors reacting to that in what is going to be a very big earnings week for European companies?
Speaker 3: So, Barclays down as much as 2.7%. Of course, it was already down from last week on those reports that a new banking tax could be levied on Barclays and other U.K.
Speaker 1: Banks as well.
Speaker 3: But we're seeing this as a reaction to the Prudential Regulation Authority, so the branch of the Bank of England. that is responsible for overseeing institutions and setting rules, they are evaluating whether or not Barclays misrepresented illiquid private credit loans and potentially saying that Barclays could have understated their risk.
Speaker 1: That's according to a report in the Financial Times.
Speaker 3: So, this is coming after the regulator received a complaint earlier this year claiming that Barclays was incorrectly accounting for derivatives used to finance private credit loans in which cited unidentified sources, that complaint.
Speaker 1: So, private credit loans generally considered liquid, of course.
Speaker 3: They're not traded and typically lack daily market pricing. And therefore, banks are required to hold more capital against them. So, the more they hold in terms of private credit loans, the more capital that the bank is required to have themselves. In response to this, Barclays is saying that it takes seriously its regulatory obligations in markets where it operates. PRA has declined to comment on this news, but we are seeing Barclay shares under a bit of stress in light of those reports this morning.
Speaker 2: Yeah, indeed, Dan, just over 2% at the moment.
Speaker 3: Let's stay in the UK, but go to a different sector.
Speaker 1: Pets at Home, their shares up over 5% this morning.
Speaker 2: What's going on?
Speaker 3: Yeah, a bit of a surge for pets at home. They're up the most since May. And really, the main driver of this here is that Peel Hunt has upgraded pets at home to buy from hold. And they're saying that's because they're seeing signs that trading and execution are improving. So, their shares are hitting the highest level since September 2025. So, a pretty significant move for pets at home today. The analyst at Peel Hunt, Jonathan Pritchard, says there are a number of factors which are improving the outlook for the retailer, saying pricing is tighter, customer services ratings have improved, and that the product is closer to where it needs to be, although acknowledging that further improvement is required. However, it's interesting because we saw pets at home have this massive surge during the COVID era. And now, this analyst is saying there might be some payback from everybody buying pets during COVID. They're expecting aging COVID-era pets, so, you know, the dogs or cats that you got during the pandemic, to start to require more dietary support and regular vet visits, particularly from 2028. So, we could be seeing a surge of earnings there for pets at home as people look after these aging pets that they bought during the pandemic. But Certainly a positive outlook according to Peel Hunt for pets at home.
Speaker 1: Pet demographics.
Speaker 2: Who'd have thought we'd have to get worried about pet demographics when it comes to stock price movements?
Speaker 1: There we go.
Speaker 4: Listen, I can't be the only one who knows people who got pets during the lockdown.
Speaker 1: Who gave them away? I find that shocking.
Speaker 4: But anyway. Finally, Lindt, are we seeing its share price melt this morning and why?
Speaker 3: Well, it doesn't seem to be such a sweet situation for Lindt this morning.
Speaker 1: Their shares are down as much as 3.2%.
Speaker 3: And that's after they've announced the departure of CEO Adelbert Lechner. This has come along with other management changes. And according to some analysts, this points to there being a different internal views on a number of issues. facing the chocolatier. They've seen, rather, a sell-off this past few months, which has wiped out about 28% of Lindt's value this year.
Speaker 1: It's not just them.
Speaker 3: Barry Caliber, a competitor, is also down about 13% so far this year as well. But this CEO, Lechner, spent 33 years at Lindt. He's leaving immediately. So the company have announced that former CEO Dieter Wieskopf will return as interim CEO.
Speaker 1: So quite an abrupt change there as well.
Speaker 3: And let's not forget that Lindt has cut its guidance for 2026 sales growth as well. So a difficult situation for Lindt and perhaps one to watch in the coming weeks.
Speaker 2: The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business app.