Kingfisher Drops, Shell's LNG Bet, 'Take A Breather' On Truckmakers

On this episode of Stock Movers:
- Kingfisher shares fall as much as 12%, the most since November, after the British home improvement firm reported a disappointing 2026 outlook, analysts note, with its French and Polish businesses weighing particularly.
- Shell said it would boost investor returns through the end of this decade by reinforcing its position as the world’s top trader of liquefied natural gas. The London-based energy giant will expand LNG sales, the key driver of profit growth in recent years, by 4% to 5% annually until 2030, according to a statement on Tuesday. This will help the company return as much as half its cash from operations to investors, with a preference for share buybacks.
- Barclays says it’s “time to take a breather” on EU truckmakers as an aggressive US tariffs stance could derail a rally driven by German spending reforms and early signs of a recovery in orders. Downgrades Volvo to underweight from equalweight and both Daimler Truck and Traton to equalweight from overweight.

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