Weekly Roundup: Moderna Rises, Dollar General Gains, Deckers Outdoor Sinks
May 23, 2025
This week saw Moderna's stock soar 15% after promising FDA guidance on Covid vaccines, boosting confidence among investors. Meanwhile, Dollar General's shares benefited from anticipated price hikes at Walmart, which might push shoppers toward cheaper options. The podcast also dives into the struggles of Deckers Outdoor, highlighting how trade tensions and a weak forecast led to a significant stock decline. The interplay of these factors paints a vivid picture of the current market landscape.
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FDA Guidance Boosts Moderna
The FDA's new COVID vaccine guidance for older adults and those with comorbidities is better than expected.
This could increase vaccine uptake among vulnerable populations in the US.
insights INSIGHT
Walmart Price Hikes Boost Dollar General
Walmart plans to raise prices to counter tariff-related costs, potentially driving shoppers to dollar stores.
Investors see this benefiting Dollar General as consumers seek cheaper alternatives.
insights INSIGHT
Deckers Faces Tariff-Driven Uncertainty
Deckers Outdoor, owner of Uggs and Hoka, dropped sharply after a weak fiscal quarter forecast.
Macro uncertainty and new tariffs created by trade tensions contribute to the company's cautious outlook.
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- Moderna (MRNA), along with shares of other vaccine developers like Novavax (NVAX) rose this week after hearing the FDA's approach for the path forward on Covid shots. Moderna jumped as much as 15% on Tuesday after the FDA outlined guidance that was received as "better than expected", and may contain a silver lining, according to Bloomberg Intelligence analyst Sam Fazeli. “The guidance, coming from two critics of the booster program, may actually increase the uptake of shots in the general US population given many have co-morbidities,” Fazeli writes in a note. The FDA's new policy doesn’t require the companies to do costly new trials to keep selling Covid vaccines for older adults who are more likely to get vaccinated. It also doesn’t require additional studies to sell the shots to those with underlying health risks — a group that represents between 100 million and 200 million Americans, including those who are obese and have mental health conditions like depression.
- Dollar General (DLTR) shares rose after Walmart said it will raise prices to combat tariff-related headwinds. Investors think this move could send Walmart shoppers to dollar stores to seek cheaper prices. “If you’ve not already seen it, it will happen in May and then it will become more pronounced,” Walmart CFO John David Rainey said of potential price hikes in an interview. The range of outcomes is “pretty extreme,” Rainey said, adding that the company is bracing for a bigger hit from the trade war and overall economic malaise in the coming months.
- Deckers Outdoors (DECK) shares tumbled as much as 24% during trading on Friday, the most intraday since March 2020 after the owner of Hoka running shoes and Ugg boots provided a disappointing fiscal first-quarter forecast. The company also declined to provide full-year guidance due to the current macro uncertainty. The results from Deckers, along with President Trump’s EU tariff threat, drives the S&P 1500 Footwear Index (S15FOOT) down as much as 6.1%, the worst intraday drop since April 10.
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