Stock Movers B&M 'Weak', Shell's Rebound, Hello Fresh Slumps
Oct 7, 2025
B&M European Value Retail faced a dramatic 22% drop in shares, attributed to a weak operational performance as warned by CEO Tjeerd Jegen. In contrast, Shell's shares saw a rise thanks to an optimistic trading update that highlighted increased gas production. Meanwhile, HelloFresh slumped after a public health alert from the USDA raised concerns over potential contamination in their ready-to-eat meals. The discussion covers these significant stock movements and their implications.
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B&M Profit Warning Sparks Deep Slide
- B&M plunged 22% after a profit warning that cut its full-year outlook well below prior guidance.
- CEO Tjeerd Jegen plans a 12–18 month 'back to basics' revamp focused on UK core operations.
Operational Failings Behind The Collapse
- The CEO cites wide-ranging operational failings like too many product ranges, duplicated promotions, and poor shelf availability.
- He says sharpening pricing and returning to basics could take up to 18 months to restore performance.
Shell's Trading Unit Powers Rebound
- Shell reported a stronger third-quarter trading update, driven by a rebound in gas and oil trading volumes.
- Analysts pointed to improved free cash flow and evidence that CEO cost-cutting and asset-shedding are working.