Flowers Foods下调指引致股价下跌，Moderna创单日最大跌幅
Flower Foods Slides, Ross Stores Gains After Earnings, Moderna Falls | Stock Movers
涵盖财报反应、机构观点与极端行情复盘，对关注美股个股波动与事件驱动策略的读者具有直接参考价值。
[music] Bloomberg Audio Studios podcasts, radio, news,
[音乐] 彭博音频工作室播客、广播、新闻，
the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
《股市动向报告》，为您汇总在股票市场中采取行动的公司，借助彭博数据的力量。
I'm Carol Master along with Emily Griff. Let's get to it [music] uh with some stocks on the move. With us to do that is Bloomberg News Equities reporter Avalon Pernell. She's here in studio. We got a bunch of after hours stuff. We sure do. We could start off with Flowers Foods.
我是卡罗尔·马斯特，与艾米丽·格里夫一起。让我们开始吧 [音乐] 嗯，看看一些正在变动的股票。与我们一起探讨的是彭博新闻社股票记者阿瓦隆·珀内尔。她就在演播室。我们有很多盘后消息。确实如此。我们可以从花之食品公司（Flowers Foods）开始。
What is Flowers Foods?
花之食品公司是做什么的？
Well, they're actually the company behind Wonderbread, Nature's Own, and Dave's Killer Bread. So, a bread maker. They're actually the second largest producer of packaged baked goods in the US. I grew up on Wonderbread. I know it's like probably a no no. Sorry. Um, but it m it made really good French toast and sandwiches. Anyway, Wonderbread. Go ahead.
嗯，他们实际上是 Wonderbread、Nature's Own 和 Dave's Killer Bread 背后的公司。所以，是一家面包制造商。他们实际上是美国第二大包装烘焙食品生产商。我小时候常吃 Wonderbread。我知道这可能有点过时了。抱歉。嗯，但它做的法式吐司和三明治真的很好吃。总之，Wonderbread。请继续。
Yes, that's ticker flow. It's currently sliding about 5.2% postmarket. That's after the company slashed its fullear forecast to reflect a more cautious view moving forward. The firm also reported second quarter profit and sales that trailed estimates and that is because company's management is saying that the quarter's results are partially reflecting continuing challenges across the bread category, sustained competition and also economic pressures that are really shifting those decisions that shoppers are making in the stores.
是的，股票代码是 FLO。目前盘后下跌约 5.2%。这是因为该公司下调了全年预测，以反映对未来更为谨慎的看法。该公司还报告称第二季度利润和销售低于预期，原因是公司管理层表示，季度业绩部分反映了面包品类持续面临的挑战、持续的竞争以及真正影响顾客在商店做出购买决策的经济压力。
I, you know, I'm buying a lot more bread at like farmers markets and things. So I I I feel like that bread space is tough.
我，你知道，我现在在农贸市场等地买了很多面包。所以我觉得面包市场很难做。
Yeah. And Dave's is I think of it as more of like a premium brand. It's a bit pricier than maybe just the storebought brand at Whole Foods.
是的。而 Dave's 我认为它更像是一个高端品牌。价格可能比全食超市（Whole Foods）里普通的超市自有品牌稍贵一些。
True. Very true.
没错。非常正确。
Um the stock, by the way, it's down almost 35% year to date. Almost 23% of the float is short. So then the sentiment's super negative. Um I just didn't realize it was called Flowers Foods and all those names were under there. Uh let's go to Who knew? Did you know?
嗯，顺便说一下，该股年初至今下跌近 35%。近 23% 的流通股被做空。所以情绪非常消极。嗯，我只是没意识到它叫花之食品公司，而且所有这些名字都归其旗下。嗯，让我们转到下一个话题：谁曾想到？你知道吗？
No.
不知道。
Oh, okay. See, this is why we have Avalon. Uh, let's go to Ross Stores. Um, those earnings also broke after the close.
哦，好的。看，这就是为什么我们有阿瓦隆。嗯，让我们转到罗斯百货（Ross Stores）。嗯，那些财报也是在收盘后公布的。
Yes, that's ticker Ro ST. Slightly better news here. They're gaining about 7% postmarket. And that's after the off-pric retailer reported second quarter profit, comparative sales and revenue that surpassed expectations. They also boosted their fullear guidance and also third and fourth quarter guidance. Management noting that they saw an increase in new customers and also higher engagement from their current customer base.
是的，股票代码是 ROSS。这里的消息略好一些。它们盘后上涨约 7%。这是因为这家折扣零售商报告称第二季度利润、可比销售额和收入均超出预期。他们还提高了全年指引以及第三和第四季度的指引。管理层指出，他们看到了新客户的增加以及现有客户参与度的提高。
And also, we already got some notes out from Vital Knowledge highlighting that while tariff refunds did play a role in this outperformance, even if you take that out, they still would have beaten by a really healthy margin.
此外，我们此前已从 Vital Knowledge 获得一些观点，指出尽管关税退税在这一跑赢大盘中起到了一定作用，但即便剔除该因素，其表现仍会以非常可观的幅度领先。
Kudos to our market guest Skyler
感谢我们的市场嘉宾 Skyler
um Winon who that was one of his picks.
嗯 Winon，那是他推荐的股票之一。
Yeah, that was one of his picks for the stock. He also named uh TJX Group as a pick, which the performance yearday performance of TJ Maxx parent company has been a totally different story than Ross. Okay, final one. Madna, lots of superlatives.
是的，那是他推荐的股票之一。他还推荐了 TJX Group，TJ Maxx 母公司（即 TJX）昨天的表现与 Ross 截然不同。好了，最后一个。Madna，用了很多最高级的形容词。
Yes, that is ticker MRNA. Very funny considering they had a record day yesterday.
是的，股票代码是 MRNA。这很有趣，因为他们昨天创下了历史新高。
Market giveth and the market taketh away. They
市场给予的，市场也会收回。他们
sure do. And another record day today, falling about 24% to notch its worst day on record after nearly tripling yesterday. And that is as despite the fact that the biotech did report really good news yesterday about their personalized vaccine for cancer, today's drops really not too surprising. There was a flurry of price target boost, but all of them were under the levels that you saw. And one analyst actually mentioning that in a note where they boosted the target to right around $130 [music] that they just don't think you should chase the stock.
确实如此。今天又创下纪录，下跌约 24%，成为有记录以来最差的一天，而就在前一天股价几乎翻了三倍。尽管这家生物科技公司昨天发布了关于其个性化癌症疫苗的好消息，但今天的下跌并不令人意外。此前有一波上调目标价的热潮，但所有目标价都低于你看到的水平。一位分析师在报告中甚至将目标价上调至约 130 美元 [音乐]，但他认为你不应该追高这只股票。
It's not high enough.
还不够高。
The Stock [music] Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street. And for the latest market moving headlines, listen [music] to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and [music] Android Auto with the Bloomberg Business App.
来自彭博电台的《股市异动报告》。请全天关注我们的最新汇总，了解华尔街上的企业新闻 [音乐]。如需获取最新的行情头条，请收听 [音乐] 彭博电台直播。通过 YouTube、Bloomberg.com 以及 Apple CarPlay 和 [音乐] Android Auto 上的彭博商业应用关注我们。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力