Stock Movers Deere Disappoints; Urban Outfitters Beats; Petco Climbs
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Nov 26, 2025 Deere's profit outlook disappoints as uncertainty shrouds the U.S. farm economy. Urban Outfitters surprises with strong sales, attracting shoppers despite holiday deal waiters. Meanwhile, Petco's shares soar after raising earnings guidance, marking a positive turn in its recovery journey. The hosts also explore retail behaviors during Black Friday, highlighting email overload and unsubscribe trends. Analysts weigh in on Petco's strategy, lauding its gains while noting potential risks.
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Farm Recovery Timing Remains Unclear
- Deere's first outlook for the year fell short as timing for a U.S. farm recovery remains uncertain.
- Low crop prices and unsettled trade deals make Deere's near-term demand outlook weak.
Higher Sales Didn't Protect Margins
- Deere saw higher fourth-quarter sales but declining operating profit, signaling margin pressure.
- Trade deal promises may not translate quickly into farm demand or equipment purchases.
Riding A John Deere Zamboni
- Hosts reminisced about riding a John Deere Zamboni at home for fun.
- The story served as a lighthearted aside amid the Deere discussion.