Bloomberg盘中综述：强生与达美乐因财报压力下跌，威富获双投行上调后冲高回落

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:J&J Drops, Domino's Falls, and Vans Gains as Piper Sandler, Truist Upgrade Stock
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Speaker 1: Bloomberg Audio Studios, podcasts, radio, news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
Speaker 3: Let's take a look at some stocks on the move this Tuesday morning. I'm Scarlett Fu with Alexis Christophers, and we're joined by Anne Guillen, Bloomberg earnings reporter. Anne, what are you looking at?
Speaker 1: I am looking at J & J this morning, Johnson & Johnson shares are down more than 5% right now. They're on track for the biggest decline since April 2025. That's after those disappointing medical technology sales this morning, partially due to the conflict in the Middle East and They also said they are now leaning towards spinning off rather than trying to sell their orthopedics business. And Bloomberg reported earlier that Apollo was in talks to buy that division for as much as $ 20 billion. So now looking like that's maybe not going to come to pass and more likely that J & J will try to spin that division off.
Speaker 4: But I guess they are seeing some good results with some new cancer drugs.
Speaker 1: Yes, they are. The pharmaceutical business is still doing well, especially off the back of those newer drugs.
Speaker 4: OK, now we were talking about it earlier in the show, really talking about it all morning long. Domino's under pressure here. I see it's down about three and a half percent right now. I thought these new menu items might be the answer for Domino's.
Speaker 3: I know.
Speaker 1: Domino's, they're caught in a really interesting spot right now. Their new CEO said this morning they are trying to grow order count as much as possible to get people in the habit of dining there ordering from there more frequently so that when they do feel like they have a little bit more to spend they're already in the habit of uh eating at domino's but yes they launched this new personal size pizza um last quarter and so it's a bit of a it's a bit of a catch-22 it gets people ordering but it's not obviously a full price pizza.
Speaker 4: Which is what we were talking about earlier with our retail analysts, our restaurant analysts, I should say, is that they introduced this pizza, but at a mark down. And Wall Street doesn't like that.
Speaker 1: Right, exactly. So those same store sales are still not really growing at all. And so Domino's is certainly the biggest player in this category, but again, not a whole lot of growth there. So Wall Street certainly isn't. Not very impressed by that.
Speaker 3: All right. And last stock on your radar?
Speaker 1: Last stock, another consumer name, which is VF, ticker VFC. That is the parent company of brands like Vans and the North Face. That was up almost 7% this morning, and that was after a new survey from Piper Sandler. They interview teens twice a year about their shopping habits, their favorite brands. And Vans actually held up its spot on the list of favorite brands for teen boys, which caused one of Piper Sandler's analysts to upgrade the stock. Got another upgrade from Truist this morning, citing social media traction that seems to be improving and struggles at other brands. That maybe is a shot at brands like Nike that could give VF and some of their brands a chance to take more shelf space.
Speaker 3: I remember when Vans was just like a California West Coast brand thing.
Speaker 1: Right.
Speaker 3: And you couldn't really find it in New York.
Speaker 2: Yeah.
Speaker 4: No, that's definitely changed. Also, stores like, I guess, Paxson is here now.
Speaker 2: Yeah.
Speaker 4: Is it Zoomies is here? So all these like sort of West Coast sort of surfer places.
Speaker 3: Yeah.
Speaker 4: Have established themselves here in the city.
Speaker 1: Yeah. All the Gen Z and Gen Alpha shoppers, you know, the 90s are back.
Speaker 4: Yeah.
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.