Stock Movers Delta Rises, Estee Lauder Gains, Conagra Falls on Profit Outlook
Jul 10, 2025
Delta Airlines is on the rise again, boosting its earnings forecast with a confident outlook for 2025. Estee Lauder also shines bright after receiving a Buy rating from BofA, sparking optimism about its future. Conversely, Conagra faces challenges with a profit forecast disappointing Wall Street, linked to increasing tariff costs. The stark contrasts in these companies illustrate the dynamic nature of the stock market!
AI Snips
Chapters
Transcript
Episode notes
Delta's Earnings Guidance Boost
- Delta restored its full-year earnings guidance with an adjusted EPS expected between $5.25 and $6.25 for 2025.
- Analysts attribute its strong performance to premium cabin revenues, highlighting its diverse income streams.
Hosts' Travel Class Anecdotes
- Paul Sweeney shared his personal experience paying for business class on a trip to Italy, a first for him.
- John Tuck recalled an unpleasant upgrade to first class, showing contrasting travel experiences.
Estee Lauder's Market Rebound
- Estee Lauder's shares rose on a buy rating and $110 price target reinstated by Bank of America.
- Positive consumer sentiment in China is encouraging after a downgrade cycle for the company.