Stock Movers K+S Dips, Alcon Slumps, Emmi Rises
Aug 20, 2025
K+S struggles after a significant downgrade due to a grim outlook for agricultural prices. Alcon faces turmoil with a steep share drop as sales fall short of expectations and its full-year guidance is revised down. Meanwhile, Emmi shines brightly, raising its sales forecast thanks to robust demand for dairy products. The episode dives into how these companies adapt to market pressures and evolving consumer trends.
AI Snips
Chapters
Transcript
Episode notes
Fertiliser Outlook Turns Negative
- Berenberg double-downgraded K+S to sell citing expectations of broadly lower agricultural commodity prices from 2026.
- Analysts warn 2027 consensus estimates look over-optimistic and fertilizer demand weakness may persist.
Alcon Sales Miss Hits Surgical Unit
- Alcon cut sales guidance after second-quarter sales growth missed expectations, with surgical business weakness driving the miss.
- The company kept core EPS guidance and cited upcoming product launches and an acquisition as potential catalysts.
Emmi Boosts Guidance On Protein Trend
- Emmi raised its organic sales forecast as demand for high-protein, natural dairy products strengthened.
- The company warned headwinds remain from a stronger Swiss franc, U.S. tariffs and a challenging economic backdrop.