$Walt Disney(DIS.US)$
Old-school entertainment giants are flipping the script on streaming rivals. Walt Disney on Thursday showed a better-than-expected quarterly jump in Disney+ subscribers, avoiding the slowdown that dogged rival $Netflix(NFLX.US)$. Meanwhile, $AMC Entertainment(AMC.US)$ reported first-quarter sales more than five times the year-earlier period as moviegoers continue returning to theaters, boosted by hot releases like "Spider-Man: No Way Home" and "The Batman." Disney shares gained 2.9% Friday.
$Tyson Foods(TSN.US)$
Tyson's prices keep heating up. The nation's biggest meat processor by sales reported soaring second-quarter profit as the company raised prices for beef, chicken and pork. Chief Executive Officer Donnie King said Tyson's price increases are consistent with inflation, despite criticism from the White House, lawmakers and regulators that accuse the industry of using its scale to inflate Americans' food bills. Tyson said its cost of goods sold increased by 15% over the quarter as the company paid more for animal feed, freight and labor expenses. Tyson shares gained 2.2% Monday.
$Peloton Therapeutics(PLTX.US)$
The ride keeps getting steeper for Peloton. The once-hot stationary bike maker reported falling sales and mounting losses due to weaker demand and the return to prepandemic lifestyles. Revenue fell 24% in the quarter, marking Peloton's first year-over-year decline since going public in 2019. The company also signed a commitment letter for $750 million in loans from $JPMorgan(JPM.US)$ and $Goldman Sachs(GS.US)$ to help sustain the business. Peloton last month said it would cut prices of its stationary bikes and treadmills and raise monthly subscriptions for online workout classes starting June 1. Peloton shares lost 8.7% Tuesday.
$Carvana(CVNA.US)$
Carvana is downshifting. The online car dealer plans to lay off 12% of its workforce after closing a deal to expand operations that forced the company to borrow on onerous terms. In an email to employees that was viewed by The Wall Street Journal, Carvana CEO Ernie Garcia III said that the company overshot its growth strategy and would cut around 2,500 workers, centered on its operations. Carvana, which offers an almost entirely online shopping and selling experience of used cars, saw a huge expansion in its business during the pandemic. Carvana shares declined 5.4% Tuesday.
$WeWork(WE.US)$
More people want space to work at WeWork. The shared-office company on Thursday said its gross desk sales reached prepandemic levels amid the gradual return of employees to in-person work, reporting a narrower quarterly loss and raising its guidance. The company saw lower sales during the pandemic as the Covid crisis forced many office workers to work from home and as companies reassessed their real-estate needs. In 2020, WeWork brought in new CEO Sandeep Mathrani, who has since refreshed operations by closing locations, renegotiating leases and cutting thousands of jobs. WeWork shares added 10% Thursday.
$Apple(AAPL.US)$
A decline in tech stocks is gnawing at Apple's market dominance. Saudi Aramco surpassed Apple as the largest company in the world by market value, according to Dow Jones Market Data. As of Thursday's close, the state-owned oil company's market capitalization was close to $2.4 trillion, compared with Apple's $2.307 trillion, according to Dow Jones Market Data. The iPhone maker is a staple investment given its general ability to weather market storms, but investors seemed to be reassessing their love affair with the company as higher interest rates make tech stocks less attractive. Apple shares lost 2.7% Thursday.
$Twitter(TWTR.US)$
A tweet from Elon Musk raised doubts about his Twitter deal. The entrepreneur tweeted early Friday that his $44 billion acquisition of the social-media platform was on hold, prompting questions about the takeover and sending shares lower. "Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent less than 5% of users," Mr. Musk said from his verified account, linking to a May 2 Reuters report about a recent Twitter securities filing with those statistics. The $Tesla(TSLA.US)$ CEO later added that he remains committed to the deal. Twitter shares declined 9.7% Friday.
Write to Francesca Fontana at francesca.fontana@wsj.com
$華特迪士尼(DIS.US)$
老派的娛樂巨頭正在顛覆流媒體競爭對手的劇本。華特迪士尼週四顯示,迪士尼+訂户的季度增長好於預期,避免了困擾競爭對手的放緩$Netflix(NFLX.US)$。同時,$AMC娛樂(AMC.US)$在《蜘蛛俠:無路可走》和《蝙蝠俠》等熱門影片的推動下,電影觀眾繼續重返影院,第一季度的銷售額是去年同期的五倍多。迪士尼股價上週五上漲2.9%。
$泰森食品(TSN.US)$
泰森的價格持續上漲。美國銷售額最大的肉類加工商公佈第二季度利潤飆升,原因是該公司提高了牛肉、雞肉和豬肉的價格。首席執行官唐尼·金説,泰森食品的價格上漲與通貨膨脹是一致的,儘管白宮、立法者和監管機構指責該行業利用其規模抬高美國人的食品賬單。泰森説,由於公司支付了更多的動物飼料、運費和勞動力費用,該季度銷售商品的成本增加了15%。泰森的股價週一上漲了2.2%。
$Peloton Treeutics(PLTX.US)$
對於Peloton來説,旅程越來越陡峭。這家曾經炙手可熱的固定自行車製造商報告稱,由於需求疲軟和迴歸流行前的生活方式,銷售額下降,虧損不斷增加。該季度收入下降了24%,這是Peloton自2019年上市以來首次出現同比下降。該公司還簽署了一份承諾書,從$摩根大通(JPM.US)$和$高盛(GS.US)$以幫助維持業務。Peloton上個月表示,將從6月1日起下調固定自行車和跑步機的價格,並提高在線健身課程的月費訂閲。Peloton股價週二下跌8.7%。
$Carvana(CVNA.US)$
Carvana正在減速。這家在線汽車經銷商計劃裁員12%,此前該公司達成了一項擴大業務的協議,迫使該公司以苛刻的條款借款。在《華爾街日報》看到的一封發給員工的電子郵件中,Carvana首席執行官厄尼·加西亞三世表示,公司超過了增長戰略,將裁員約2,500人,重點是運營。Carvana提供幾乎全部的二手車在線購物和銷售體驗,在疫情期間其業務大幅擴張。週二,Carvana的股價下跌了5.4%。
$WeWork(WE.US)$
更多的人想要在WeWork工作的空間。這家共享辦公室公司週四表示,隨着員工逐漸恢復面對面工作,其辦公桌銷售總額達到了普遍水平,季度虧損有所收窄,並提高了業績指引。在疫情大流行期間,由於Covid危機迫使許多上班族在家工作,以及公司重新評估他們的房地產需求,該公司的銷售額有所下降。2020年,WeWork引入了新的首席執行官桑迪普·馬特拉尼,自那以來,他通過關閉門店、重新談判租賃並裁員數千人來更新業務。WeWork股價週四上漲10%。
$蘋果(AAPL.US)$
科技股的下跌正在侵蝕蘋果的市場主導地位。根據道瓊斯市場的數據,沙特阿美超過蘋果,成為全球市值最大的公司。道瓊斯市場數據顯示,截至週四收盤,這家國有石油公司的市值接近2.4萬億美元,而蘋果的市值為2.307萬億美元。鑑於其抵禦市場風暴的總體能力,這家iPhone製造商是主要的投資對象,但投資者似乎正在重新評估他們對該公司的喜愛,因為較高的利率降低了科技股的吸引力。蘋果股價週四下跌2.7%。
$Twitter(TWTR.US)$
埃隆·馬斯克的一條推文對他在Twitter上的交易提出了質疑。這位企業家上週五早些時候在推特上説,他以440億美元收購這家社交媒體平臺的交易被擱置,引發了人們對這筆收購的質疑,並導致股價下跌。馬斯克在他的認證賬户中説,Twitter交易暫時擱置,等待細節支持計算,即垃圾郵件/虛假賬户確實只佔用户的不到5%。他鏈接到路透社5月2日的一篇報道,該報道涉及Twitter最近提交的一份證券申報數據。這個$特斯拉(TSLA.US)$首席執行官後來補充説,他仍然致力於這筆交易。Twitter股價上週五下跌9.7%。
寫信給Francesca Fontana,電子郵件:francesca.fontana@wsj.com