Judy Lagrou
Person
Judy Lagrou is a reporter for Bloomberg News. She frequently provides insights and previews on upcoming corporate earnings and market events, such as appearing on Bloomberg's 'Stock Movers' podcast.
What Judy Lagrou has said on podcasts
33 statements
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
CoreWeave missed EPS estimates in four of the last five quarters.
“The company has missed EPS estimates four times out of the last five quarters.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 4:49
Cava earnings should show resilient traffic, profits, and new-store growth.
“the earnings for Kava Group really need to show that customer traffic, restaurant profits and new store growth is remaining strong despite these headwinds.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 5:43
Cava stock is up 13% year-to-date but down 11% this month.
“the stock is up around 13% this year, but down about 11% this month”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 6:09
Cava may be near the center of the Cyclospora-related lettuce issue.
“Kava I think it could represent in many respects close to the epicenter of this issue with Cyclospora”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 6:24
Morgan Stanley raised Western Digital's price target to $650.
“Morgan Stanley also raised its price target on the company to $650 from $488”
Open the episode · Dave & Buster's Sinks, Western Digital Rises, SpaceX Gains on Cursor Takeover Days After IPOListen at 2:12
Hard-disk-drive shortages will cause major price and demand increases in coming years.
“that's set a really big price increase and an increase in demand in the coming years”
Open the episode · Dave & Buster's Sinks, Western Digital Rises, SpaceX Gains on Cursor Takeover Days After IPOListen at 2:36
Fox’s credit concerns are driving its stock-price decline.
“that is what I believe is driving the stock price.”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 1:21
The Roku acquisition will increase Fox’s subscriber base by roughly 100 million.
“which is going to grow by roughly 100 million subscribers”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 1:36
American Airlines and other travel stocks are rising as oil prices plunge.
“American Airlines as well as other travel names like United, JetBlue, Carnival, Royal Caribbean are all up on the day.”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 2:09
American Airlines is up as much as 6% and may reach a six-month price high.
“American Airlines, excuse me, is up as much as 6% on the day and it is on track to reach its highest price in six months.”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 2:19
SpaceX shares rose about 8% that day and 19% since Friday’s listing.
“definitely up around 8% and up 19% on the whole from the time that it appeared really posted on Friday.”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 2:42
Space-linked stocks are moving upward following SpaceX’s IPO news.
“space links names are really also moving on this news as well.”
Open the episode · Fox Corporation Falls, American Airlines Surges, SpaceX Shares Jump in Second Day of Trading After Record IPOListen at 3:12
Kroger’s same-store sales growth is expected to be lowest since August 2024.
“the same store sales growth which is expected to be the lowest since August 2024.”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 1:17
Kroger is pursuing grocery growth through e-commerce fulfillment.
“Kroger primarily is trying to spur growth in their grocery business through their E commerce fulfillment.”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 2:20
Kroger is considering price cuts to compete with delivery providers.
“there is for Kroger a lot of thought into price cuts”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 2:42
The decline in used-car interest and sales may be beginning to stabilize for CarMax.
“the worst of this storm in terms of really wavering and dropping used car interest and sales is starting to stabilize and steady out, at least as far as CarMax.”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 4:52
DraftKings’ tournament payoff depends on increased bettors, wagers, or repeat customers.
“it depends on whether the World cup will bring in more bettors, more dollars waged or more repeat customers.”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 5:21
DraftKings may convert the World Cup into new users without excessive promotional spending.
“Whether or not DraftKings can turn this big event into new users without spending too much on promotions, which I think is really they're set up for that.”
Open the episode · Week Ahead: Kroger, Carmax, and DraftKingsListen at 5:44
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.
7 episodes featuring Judy Lagrou
Stock Movers
AI demand lifts Everpure as markets punish weaker forecasts
The episode shows how investors are separating durable infrastructure demand from disappointing guidance and dilution risk during a market pullback.
Sep 24, 2026 · 6 min
Stock Movers
Obesity data lifts Viking as lab reimbursement cuts hit
The episode shows how clinical evidence, corporate strategy, and government payment policy can move very different stocks at once.
Sep 22, 2026 · 5 min
The Rewatchables
About Last Night still makes relationship chaos feel lived-in
The Rewatchables tests whether a 40-year-old romantic comedy remains emotionally honest despite dated fashion, logic, and intimacy.
Aug 13, 2026 · 1h 56m
Stock Movers
AI demand meets costly infrastructure as earnings loom
The episode frames three different earnings tests: subscriber momentum and legal risk, AI infrastructure economics, and food-safety fallout.
Aug 9, 2026 · 9 min
Stock Movers
Dave & Buster's slides on weak sales while Western Digital hits record high
The stark divergence between sliding retail entertainment sales and surging tech hardware highlights where institutional capital is moving in a volatile market.
Jun 16, 2026 · 5 min
Stock Movers
Fox stock plunges while airlines and SpaceX surge on market shifts
Major corporate acquisitions and geopolitical breakthroughs are driving dramatic, opposing shifts across the media, aviation, and aerospace sectors.
Jun 15, 2026 · 5 min
Stock Movers
Kroger price cuts and DraftKings World Cup push lead market watch
Upcoming earnings reports from key retail and entertainment players will signal whether consumer demand is holding steady or beginning to fracture.
Jun 14, 2026 · 8 min