Stock Movers Warner Bros Higher; Estee Lauder Upgrade; Beyond Meat Plummets
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Oct 13, 2025 Warner Bros. just turned down a takeover offer from Paramount, sparking interest in potential bidding wars. Estee Lauder gains momentum after a bullish upgrade from Goldman Sachs, signaling growth ahead. StubHub is attracting attention post-IPO, with expectations it will dominate the primary ticketing market amid major events like the upcoming World Cup. Meanwhile, Beyond Meat faces significant challenges, including a debt-for-equity swap that threatens shareholder value.
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Paramount Eyes Direct Offer For Warner Bros
- Paramount's initial $20/share approach for Warner Bros. was rejected as too low, prompting plans to go directly to shareholders.
- Paramount may boost the bid or find financial partners to pursue the deal before Warner's planned split.
Size And Debt Make A Warner Takeover Hard
- Warner Bros. Discovery's enterprise value (
$80B) is more than double Paramount Skydance's ($32B), complicating any buyout. - Financing and taking on Warner's debt load are major hurdles for a potential Paramount-led deal.
Debt Swap Triggers Massive Beyond Meat Dilution
- Beyond Meat announced a debt exchange where nearly all creditors accepted, triggering expected issuance of 316 million new shares.
- That swap will substantially dilute existing shareholders and sent BYND shares down dramatically.