Stock Movers Home Depot Rises, Viking Holdings Tumbles, AMER Sports Climbs on Profit Forecast
May 20, 2025
Home Depot shows resilience with a rise in shares despite slight declines in comparable sales, buoyed by improved demand following challenging weather. Meanwhile, Viking Holdings faces significant stock pressure due to a disappointing 2026 bookings forecast, raising concerns about its future in the cruise industry. In contrast, AMER Sports celebrates a stock boost after raising its profit forecasts and delivering strong first-quarter results, demonstrating its solid footing in the sports market.
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Home Depot's Strategic Supply Chain Shift
- Home Depot maintained its fiscal year guidance despite a 0.3% drop in comparable sales, indicating resilience amid economic uncertainty.
- The company is diversifying its supply chain with no country expected to exceed 10% of sourcing within 12 months, reducing tariff risk.
Viking Holdings Booking Slowdown
- Viking Holdings' 2026 bookings forecast at 37% is down from the previous 39% forecast in 2025, signaling a booking slowdown despite strong current earnings.
- The deceleration may reflect broader macroeconomic factors impacting luxury cruise demand.
AMER Sports Profit and Tariff Outlook
- AMER Sports raised its adjusted full-year profit forecast after first-quarter results beat expectations, signaling financial strength.
- The company expects tariff impacts from China imports to be negligible under current 30% tariff assumptions, but this outlook depends on future trade negotiations.