Stock Movers Adidas Slumps, Kering Rises, Danone Soars
Jul 30, 2025
Adidas faces a tough time as shares drop sharply due to disappointing revenue growth and concerns over tariffs. Meanwhile, Kering enjoys a boost thanks to better-than-expected profits, despite struggles at Gucci. On a brighter note, Danone's shares soar as the company thrives on rising demand for high-protein products. The contrast between performance in luxury and consumer goods sectors reveals intriguing market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Adidas Hits Tariff Uncertainty
- Adidas reported strong profit due to demand for retro sneakers but showed weaker than expected revenue growth.
- The company did not raise annual guidance due to U.S. tariff uncertainty, disappointing investors.
Luxury Brands Show Divided Fortunes
- Luxury brands show divergence: Hermes remains strong, while Gucci struggles amid economic downturn.
- Kering shares rose despite Gucci's sales plunge, fueled by optimism for a new CEO turnaround.
Danone's Turnaround Gains Momentum
- Danone saw sales beat expectations driven by higher volumes in high-protein products and medical nutrition.
- The turnaround under CEO Antoine de Saint-Afrique is gaining traction with strong growth in health-focused categories.