Aug 18, 2026 · 5 min
Amer Sports gains while Klarna stumbles after IPO
Amer Sports Rises, Amylyx Jumps, and Klarna Plunges as FY Guidance Misses
The episode contrasts brand-led growth, clinical-trial optimism, and investor disappointment across three sharply different market moves.
- 1Amer Sports raises full-year revenue and adjusted EPS guidance as Salomon and Arc'teryx drive growth.
- 2Amylyx Pharmaceuticals surges after a late-stage trial for post-bariatric-surgery hypoglycemia meets its primary endpoint.
- 3Klarna cuts confidence with weaker guidance and active-consumer figures, extending its post-IPO decline.
Don't miss
Amylyx Pharmaceuticals surges after its late-stage trial for post-bariatric-surgery hypoglycemia meets its primary endpoint.
The brief
Tim Stenovec and Carmen Reineke open with a market-moving contrast: Amer Sports rises after lifting full-year revenue and adjusted EPS guidance.
Growth at Salomon and Arc'teryx supports Amer Sports, showing how strength in recognizable outdoor brands can shape the parent company's stock story.
Amylyx Pharmaceuticals jumps after a late-stage trial for dangerously low blood sugar following bariatric surgery meets its primary endpoint, in what analysts call a best-case scenario.
Klarna moves the other way as revenue, gross merchandise value guidance, and second-quarter active-consumer figures miss expectations, extending a post-IPO decline of more than 60%.
Together, the moves frame a market where upgraded expectations and convincing evidence can lift shares, while weak guidance compounds pressure on a newly public company.
What was said on this episode
7 statements · 5 positive · 2 negative
Amer Sports shares are up about 3.2%.
“It's up about 3.2%.”
Listen at 0:43
Amelix Pharmaceuticals shares are up 47%.
“This stock is up. 47% right now.”
Listen at 1:32
Klarna shares are down 19%.
“shares of Klarna, ticker K-L-A, are down 19%.”
Listen at 2:15
Klarna stock has fallen more than 60% since its IPO.
“This stock is down more than 60% since it IPO'd just over a year ago.”
Listen at 2:33
Dubai learned substantially from its sudden population increase.
“I think Dubai has learned a lot from a sudden increase in population”
Listen at 3:45
Dubai reacted very well to its sudden population increase.
“I think they reacted very well to it.”
Listen at 3:51
Dubai has a long-term urban-planning vision.
“They have a long-term urban planning vision”
Listen at 3:53
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.
Featuring
Arc'teryx
Bloomberg L.P.Listen to the full episode and explore every guest, topic, and moment on PodLume.