Stock Movers H&M Soars, Philips Down, Volkswagen Rises
Sep 25, 2025
H&M is making a strong comeback, with profits exceeding expectations thanks to effective cost controls and marketing strategies. Meanwhile, Koninklijke Philips is feeling the heat as the US government probes into imports of machinery and robotics, raising concerns about new tariffs. In contrast, Volkswagen and other German automakers benefit from a recent decision to lower auto import tariffs from the EU, aiding their market performance. It's a tale of highs and lows as companies navigate the shifting economic landscape.
AI Snips
Chapters
Transcript
Episode notes
H&M Turnaround Showing Results
- H&M beat profit expectations largely by cutting costs and refocusing marketing on its core brand.
- The strategy produced two consecutive quarters of upside, suggesting the turnaround may be taking hold.
Geography Drives Retail Performance
- Retail outcomes now vary by geographic exposure, with UK-focused names facing more headwinds from weak consumer confidence.
- Inditex showed strength while UK retailer Next warned of persistent UK weakness, highlighting regional divergence.
Tariff Threat Hits Medical And Robotics Stocks
- Philips and other medical-device and industrial-equipment makers fell on a U.S. probe that could lead to tariffs on robotics and medical devices.
- The Commerce Department has 270 days to recommend policy, so the tariff threat, not immediate duties, pressured shares.