Stock Movers Carvana Rises on S&P Inclusion, Pepsi Plans Layoffs, Netflix Slides
Dec 8, 2025
In this discussion, Alex Semenova, an equities reporter from Bloomberg News, dives into Carvana’s impressive S&P 500 inclusion and its remarkable stock rebound after restructuring. He also reveals Pepsi’s strategic pivots, including significant product cuts and the impact of impending layoffs driven by activist investors. The conversation heats up with Netflix's responses to a hostile takeover bid from Paramount Skydance for Warner Bros. Discovery, highlighting the competitive landscape in entertainment. Get ready for insights on shifting markets and corporate strategies!
AI Snips
Chapters
Transcript
Episode notes
Carvana's Comeback Drives S&P Inclusion
- Carvana's stock surge reflects a dramatic operational turnaround from near-collapse to S&P 500 inclusion.
- The company boosted earnings via cost cuts, debt restructuring and record vehicle sales, driving a 10,000% rebound from 2022 lows.
Seeing A Carvana Delivery In Person
- Matt Miller shared a personal sighting of a Carvana car delivery for the first time.
- The brief on-the-ground example underscored the company's return to normal operations and visibility.
Simplify Portfolio To Improve Margins
- Review and simplify overly complex product portfolios to improve margins and focus.
- Cut low-performing SKUs and streamline supply chains to drive productivity savings and revenue growth.