Delta (DAL) shares surged after reporting better-than-expected Q3 earnings and raising its full-year EPS forecast, driven by robust leisure and corporate travel demand. PepsiCo (PEP) also advanced despite missing Q3 organic revenue growth estimates due to softer US snack and soda sales, while Costco (COST) climbed on stronger-than-anticipated September comparable sales. Conversely, Ferrari (RACE) experienced its largest intraday decline since 2016 following a cautious forecast at its investor day, which disappointed investors despite slightly improved current-year guidance.
Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street. Stock Movers: Delta, Pepsi, Ferrari Stock Movers Delta, Pepsi, Ferrari On this episode of Stock Movers: - Delta (DAL) is popping after it reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. The carrier predicted continued strong demand into next year, with full-year EPS expected to be about $6, ahead of the analyst consensus. - PepsiCo (PEP) is up despite reporting organic revenue growth for the third quarter that missed estimates as US shoppers purchase fewer processed snacks and sugary sodas. The food and beverage company, which owns the Lay’s, Gatorade and Quaker brands, reported organic revenue growth of 1.3%, below what analysts polled by Bloomberg expected. - Costco (COST) is higher after the warehouse club reported comparable sales growth that beat analyst estimates for September, helped by a rise in both foot traffic and amount spent per customer. - Ferrari (RACE) shares posted their biggest intraday drop since 2016 after a cautious forecast at its investor day disappointed investors. The company raised its forecast for profit and revenue slightly for this year and issued longer-term guidance for 2030, with net revenue this year forecast to equal or exceed €7.1 billion. Oct 09, 2025 Delta (DAL) demonstrated significant strength, exceeding Q3 earnings expectations and forecasting full-year EPS of approximately $6, surpassing analyst consensus. This robust performance, fueled by strong leisure and corporate travel demand, indicates a sustained recovery and positive outlook for the airline sector. Similarly, Costco (COST) posted better-than-anticipated September comparable sales growth, driven by increased foot traffic and higher customer spending, reflecting continued consumer resilience in value-oriented retail. Conversely, Ferrari (RACE) experienced its largest intraday decline since 2016 after a cautious forecast at its investor day disappointed the market, despite a slight upward revision to its current-year revenue guidance to at least €7.1 billion. PepsiCo (PEP) advanced despite reporting Q3 organic revenue growth of 1.3%, missing analyst estimates due to weaker US snack and soda sales, suggesting other factors like profitability or international performance may be supporting its valuation. The divergent market reactions highlight investor sensitivity to future guidance and segment-specific demand dynamics. While travel and value retail show robust consumer activity, certain consumer packaged goods categories face headwinds, and luxury brands are heavily scrutinized on forward-looking growth projections. This underscores a selective market environment where strong outlooks are rewarded, and cautious guidance is penalized, even amidst otherwise solid current performance.
AI-powered research, real-time alerts, and portfolio analytics for institutional investors.
Request a DemoOverall Sentiment
mixed
Sentiment Score
0.10
Ticker Sentiment
