Medtronic Tariff Impact, Canada Goose is increasing: Trend kicker

00:00 Speaker A

Now time for some of today's trend kickers. We watch Mettronic and Canada goose. When we join me now, we have my morning short-term co-moderator Madison Mills. Well, let's set the stage for people at home, Madison. Initially, the broker Mettronic, Medtronic Medtronic, issued a lower than expected result per share for 2026 in the fourth quarter of the quarter. The company also announces Bloomberg that it expects an effect of at least 200 million US dollars from tariffs on its exports. The stocks are currently around 2%, Maddie.

00:40 Madison Mills

Yes, really interesting to come here and only go through some of these numbers. The adapted EPS in the range from 550 to 560. That was a bit below the Wall Street estimates of 583, but I think some of the sticking points are what the company does to withstand the effects of these tariffs. The company says it plans to separate its diabetes business, which houses its insulin pumps, some other portable medical devices. This will be an independent company that will be here in the future. This spin-off is scheduled to enter through a number of shops in the next 18 months. The company also talks about concerns about quality management, also about problems in connection with cyber security, which is particularly important in the medical portable space. This spin-off would enable Medtronics to be a little able to pillow his profit margins a little. Your heart equipment is especially one of the largest drivers of the company. This spin-off would enable them to concentrate on it, but as they can see under a touch of almost 2%based on the action of shares this morning.

02:15 Speaker A

Yes, massive cardiovascular portfolio that the company has here. Next, the goose is loose. Canada Goose reports the profit in the fourth quarter, which defeated the estimates. The stock, which is increasing in this clock, although the company does not provide an outlook for the 2026 financial year, citing the continued macroeconomic uncertainty here. Look at shares. I mean, at the moment around 28, 29%, Maddie. I mean, this is not a first -class Canada goose at the moment who wears the weather or season, but undoubtedly Canada Goose may have had a good time at least last season.

03:02 Madison Mills

Yes. No, exactly. That is exactly right. Sales increased by 7.4%compared to the same period of the previous year. The question for all these retailers is of course, okay, what will happen next? Well, they had a really good story to tell on the call. One in the data that 75% of their units are produced in Canada. They have production in Europe, so that an increase in tariffs is exposed. In view of the low production of the tariffs and the pending negotiations between the United States and the EU, this may not be the greatest influence. The company says it will have a minimal financial impact. Another important thing for Canada Goose is your customers, obviously a higher customer if you look at some of these higher companies that come with income. For example, they also have a fee -loving brothers today. We also see that the luxurious consumers with higher assets continue to spend in this environment, and that could be a blessing for a company like Canada goose.

04:21 Speaker A

Well, do you want a tariff free canada goose jacket? Maybe take a flight to Montreal and pick it up. At least when they are in New York. If you are in other parts of the country, I don't know what to tell you, but practice French. However, you can scan the following QR code to track the best and worst shares in the session with the “Trending tickers of the Yahoo Finance”. Maddie, thank you.

04:54 Madison Mills

Thank you very much.