What podcasts say about Judy Lagrou
Every statement, with the speaker, the exact quote and the moment it was said.
What Judy Lagrou has said on podcasts
48 statements · 19 positive · 23 negative · 5 mixed · 1 neutral
Carnival’s expected revenue would represent its weakest growth in over five years.
“it would also represent its weakest growth in over 5 years”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 1:18
Carnival’s stock is down about 30% this year.
“Carnival is— the stock itself is down about 30%. This year.”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 1:32
Carnival relies on spot oil and fuel prices because it does not hedge with futures.
“they don't do futures for oil or fuel, so they're really reliant on those spot prices”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 1:41
The Sandals deal will give Royal Caribbean access to Sandals’ Caribbean resorts.
“This will give Royal Caribbean access to the all-inclusive resorts all across the Caribbean that are owned by Sandals”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 2:36
Royal Caribbean’s Sandals deal is intensifying competition among cruise lines.
“definitely fueling that competition among cruise lines for sure”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 3:06
AI demand is driving the shortage of memory chips.
“AI demand is really driving the shortage of memory chips”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 3:56
Micron benefits from the AI-driven memory-chip shortage.
“Micron is on the winning side of that”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 4:00
Micron must demonstrate that demand and pricing can remain strong.
“Micron really needs to show that demand and pricing can stay strong”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 4:31
Nike is on pace for its worst year since 1993.
“Nike, ticker NKE. The sneaker company is on pace to have its worst year since 1993”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 5:06
Nike’s last quarter received a one-time boost from a tariff refund.
“Last quarter got a one-time boost from a tariff refund”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 6:07
Nike’s discounting or inventory changes may be helping its performance.
“whether discounting or inventory is actually helping”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 6:13
Carnival’s stock has fallen about 30% this year.
“Carnival is— the stock itself is down about 30% this year.”
Open the episode · Daybreak Weekend: US Jobs, Burnham Conference, RBA DecisionListen at 9:18
Royal Caribbean agreed to acquire half of Sandals for about $3 billion.
“Royal Caribbean this week agreed to buy a 50% stake in Sandals for about $3 billion.”
Open the episode · Daybreak Weekend: US Jobs, Burnham Conference, RBA DecisionListen at 10:16
AI demand is causing memory-chip shortages, benefiting Micron.
“AI demand is really driving the shortage of memory chips. So Micron is on the winning side of that.”
Open the episode · Daybreak Weekend: US Jobs, Burnham Conference, RBA DecisionListen at 11:42
Nike is on pace for its worst year since 1993.
“Nike, ticker NKE, right? The sneaker company is on pace, Nathan, to have its worst year since 1993”
Open the episode · Daybreak Weekend: US Jobs, Burnham Conference, RBA DecisionListen at 12:52
Stitch Fix shares are expected to reach their lowest price in nearly 2.5 years
“shares are on track to reach their lowest price in nearly 2.5 years”
Open the episode · Stitch Fix Earnings; Everpure Soars; Viking Therapeutics FallsListen at 0:54
Mizuho analysts doubt Stitch Fix's turnaround prospects
“they really have doubts about the company's turnaround”
Open the episode · Stitch Fix Earnings; Everpure Soars; Viking Therapeutics FallsListen at 1:23
Viking Therapeutics’ results signal optimism for obesity-drug weight-loss maintenance.
“Viking Therapeutics results are really an optimistic sign for that particular process.”
Open the episode · Viking Soars; On Holding Climbs; Quest Diagnostics DropsListen at 1:28
Stifel expects On Holding to gain the most athletic-footwear market share over five years.
“Stifel analysts view On Holding as, quote, the number one market share gainer in athletic footwear over the next 5 years.”
Open the episode · Viking Soars; On Holding Climbs; Quest Diagnostics DropsListen at 2:21
Medicare lab-service reimbursement cuts may exceed expectations and continue through 2028–2029.
“Piper Sandler analysts wrote that the cuts look bigger than expected, and they warned that these cuts could continue into 2028 and 2029.”
Open the episode · Viking Soars; On Holding Climbs; Quest Diagnostics DropsListen at 2:51
Snap is set to break its winning streak.
“the social media company is set to break their winds streak”
Open the episode · Sandisk Gains, EyePoint Tumbles, Snap Sinks on Court RulingListen at 2:35
Snap’s stock has declined about 33% this year.
“The stock is down about 33% this year.”
Open the episode · Sandisk Gains, EyePoint Tumbles, Snap Sinks on Court RulingListen at 2:44
Social media platforms like Snap have been addictive and deceptive to young internet users.
“they have been quite addictive and deceiving to young Internet users”
Open the episode · Sandisk Gains, EyePoint Tumbles, Snap Sinks on Court RulingListen at 2:57
Hims & Hers beat EPS estimates in six of the last ten quarters.
“The company has beat EPS estimate 6th of the last 10 quarters.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 1:17
Hims & Hers subscriber growth is currently slowing.
“However, that growth is kind of slowing down right now.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 1:24
Hims & Hers stock has fallen about 9% this quarter.
“The stock is down about 9% this quarter alone.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 1:51
The FTC lawsuit alleges Hims & Hers misled customers into recurring subscriptions.
“the lawsuit is alleging that Hims and hers has misled customers into locking themselves into recurring subscriptions.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 2:45
Hims & Hers allegedly shared customer information with Meta and Snap.
“the company has shared private information with Meta and Snap despite saying that they were protective of customer privacy.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 2:54
CoreWeave earnings will indicate whether AI demand offsets data-center and debt costs.
“Earnings from CoreWeave Ticker CRWV will show whether enormous AI demand can outweigh the heavy cost of data centers and debt.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 3:40
CoreWeave’s share price is underperforming.
“the share price is underperforming”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 4:23
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.