Bloomberg Intelligence Kohl’s Skyrockets as Stock Becomes Traders’ Latest Meme Darling
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Jul 22, 2025 
Kenneth Shea, a Senior Consumer Products Analyst at Bloomberg Intelligence, delves into the latest earnings and strategies of Coca-Cola and Philip Morris. He discusses Coca-Cola's exciting new product launch featuring U.S. cane sugar while analyzing the drop in Philip Morris's shares due to underwhelming shipment numbers for Zyn nicotine pouches. The conversation also touches on the evolving landscape of meme stocks, highlighted by Kohl's stunning 105% stock surge propelled by retail traders and social media excitement.
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Kohl's Stock Meme Surge Insight
- Kohl's stock surged over 100% mostly due to retail traders on social media triggering a short squeeze.
- The company has high short interest near historic levels, contributing to the volatility in shares.
Kohl's Struggles and Leadership Turnover
- Kohl's stock has been performing poorly due to falling revenues and core business issues.
- The company has had multiple CEO changes, reflecting instability in leadership.
GM Tariff Hit and Pricing Limits
- GM incurred a $1.1 billion profit hit from tariffs and additional costs like recalls and EV inventory build.
- High vehicle prices limit GM's ability to pass cost increases to consumers, squeezing profits further.