Stock Movers Weekly Roundup: Fiserv, Alexandria Real Estate, Chipotle Sink
Oct 31, 2025
This week, Fiserv saw a staggering 47% decline after its new CEO revealed disappointing earnings forecasts. Alexandria Real Estate also struggled, cutting its 2025 guidance and reporting lackluster quarterly results. Meanwhile, Chipotle's visits plummeted, leading to a 23% drop in stock price due to a notable slowdown in consumer traffic across income levels. Analysts weigh in on these shifts, highlighting concerns about the impact on younger consumers. It's a rollercoaster week for these major players in the market!
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Fiserv Guidance Shock And Leadership Shakeup
- Fiserv plunged after a broad review revealed it couldn't meet prior guidance and the company cut full-year earnings expectations.
- Leadership reshuffles followed as CEO Mike Lyons disclosed the findings and tried to reset investor expectations.
Alexandria Hits Rough Patch After FFO Cut
- Alexandria Real Estate cut its 2025 adjusted FFO guidance and reported disappointing third-quarter results.
- The market reacted harshly, with Cantor Fitzgerald calling the report "as tough as it gets."
Burritos Used To Illustrate Consumer Trends
- The hosts pivoted to food after discussing REITs and fintech, using Chipotle as a consumer-behavior example.
- They referenced a Bloomberg piece noting younger consumers pulling back and compared Chipotle to Shake Shack trends.