European Movers: Delivery Hero (DHER GY) +5.8%, Capgemini (CAP FP) +4.0%, Puma (PUM GY) +2.2%, DHL (DHL GY) +1.2%, Weir (WEIR LN) -7.8% Whitbread (WTB LN) -7.5% Stellantis (STLAM IM/STLAP FP) -7.0%, Credit Agricole (ACA FP) -4.6%,
- Ex divs - WEIR LN -7.8%, IGG LN -2.2%
- DHER GY +5.8%: Strong Q1, FY guide confirmed
- CAP FP +4.0%: Strong Q1 Rev., bookings and guide
- PUM GY +2.2%: Metrics beat expectations, confirms FY guide
- STLAM IM/STLAP FP -7.0%: Strong results, but expects just EUR 400mln in IEEPA refunds.
Context
The European movers reflect a mixed earnings landscape, with Delivery Hero, Capgemini, and Puma all posting strong quarterly results and maintaining their forecasts, which is likely driving their respective stock price boosts. Conversely, Weir, Whitbread, and Stellantis are experiencing significant declines, with Stellantis underwhelming expectations on refund earnings, which has soured investor sentiment. This divergence highlights sector-specific dynamics and could foreshadow broader market sentiment shifts within European equities.
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