Disney Drops on Mixed Results
Walt Disney (DIS) shares fell more than 9% after reporting mixed fiscal fourth-quarter results. Earnings per share came in at $1.11, ahead of expectations, but revenue of $22.46 billion missed the $22.75 billion consensus.
Investors reacted cautiously as Disney’s streaming and entertainment segments showed uneven performance, despite stronger profitability in its parks and media units. The company continues to face margin pressures as it balances cost cuts with new content investments.
Sweetgreen Rallies on Insider Buying
Shares of Sweetgreen (SG) surged 8% after co-founder and chief concept officer Nicolas Jammet purchased roughly $1 million in company stock. The move was seen as a confidence signal amid steep share declines — the salad chain remains down over 80% year-to-date following slowing restaurant traffic and weakening same-store sales.
Investors welcomed the insider purchase as a potential turning point for sentiment around the struggling fast-casual brand.
Cisco Climbs on Earnings Beat
Cisco Systems (CSCO) gained 5% after reporting stronger-than-expected fiscal first-quarter results. Adjusted earnings hit $1.00 per share on $14.88 billion in revenue, both slightly ahead of analyst forecasts.
The networking giant highlighted improving enterprise demand and steady AI-related infrastructure orders. Analysts noted that Cisco’s pipeline for large-scale corporate and government projects remains robust into 2025.
Planet Fitness Gains on Growth Outlook
Planet Fitness (PLNT) jumped 4% after unveiling ambitious growth targets for 2026–2028. The company projects club expansion of 6%–7% annually and EBITDA growth in the mid-teens percentage range over that period.
The fitness chain continues to see steady member retention and rising franchise interest, bolstered by its low-cost model and growing appeal in international markets.
Other Major Movers
- Sealed Air (SEE) surged 19% after reports that Clayton Dubilier & Rice is exploring a buyout deal for the packaging firm.
- BioNTech (BNTX) fell 6% after reports that Pfizer (PFE) will sell its remaining stake, though both firms confirmed their partnership remains intact.
- Cellebrite (CLBT) soared 23% after posting 14 cents EPS, beating forecasts and matching the highest Street estimate.
- Spectrum Brands (SPB) jumped 15% after EPS of $2.61 crushed expectations, more than doubling the top analyst estimate.
- Firefly Aerospace (FFLY) climbed 15% after a narrower loss and higher-than-expected guidance for 2025 revenue.
- Dillard’s (DDS) rallied 18% after Q3 revenue of $1.49B topped consensus, with same-store sales up 3%.
- Flutter Entertainment (FLUT) plunged 12% after cutting its full-year outlook, citing gambler winning streaks.
- Ibotta (IBTA) sank 20% on weak forward guidance, while Webtoon Entertainment (WBTN) dropped 26% on a revenue miss.
- Nike (NKE) gained 2% after a Wells Fargo upgrade to Overweight, citing stabilization in profit margins.
WSA Take
Today’s trading session shows investors rewarding earnings visibility and insider conviction while punishing execution risk and weak guidance. Disney’s stumble highlights how even top-tier media firms remain vulnerable to uneven consumer demand, while corporate buyers are signaling renewed faith in recovery stories like Sweetgreen and Planet Fitness.
The market’s tone remains selective — strength favors companies with clear growth roadmaps and strong capital discipline as volatility persists across the broader tech and consumer landscape.
Read our recent coverage on Dow’s rotation into record territory.
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