U.S. Stock Market Midday Update: With declining performance and insufficient market confidence, Waldencast's stock price plummets by 13.28%

U.S. Stock Market Midday Update

Waldencast fell 13.28%. Based on recent key news:

1. On November 24, Waldencast announced an adjusted EBITDA of $3.3 million for the second quarter of 2025, a year-on-year decrease of 47.3%. Although net income increased by 5.6% year-on-year to $66.8 million, net income for the third quarter decreased by 3.4% year-on-year. The company expects net income for fiscal year 2025 to be flat compared to 2024, with an adjusted EBITDA margin in the high single digits. This earnings announcement led to a significant drop in stock price. Source: Reuters

2. On November 24, Waldencast updated its fiscal year 2025 guidance, expecting limited increases in commodity costs and addressing changes in the tariff environment through necessary price adjustments. This news failed to boost market confidence, and the stock price continued to be under pressure. Source: Reuters

3. On November 25, Canaccord Genuity analyst Susan Anderson maintained a buy rating on Waldencast with a target price of $4. Despite the analyst's optimistic view of the company, the market remains skeptical about its short-term performance, leading to stock price fluctuations. Source: TipRanks The consumer goods industry faces challenges in the international market.

Top Stocks by Industry Trading Volume

Kenvue rose 2.44%, with increased trading volume. Based on recent key news:

1. On November 26, Kenvue appointed former Procter & Gamble executive Carlos De Jesus as President of North America, a move seen as an important step to strengthen the company's operational leadership, driving the stock price up. Source: MarketWatch

2. Recently, the market has shown strong interest in Kenvue's product line, especially its well-known brands like Tylenol and Band-Aid, which are believed to have market potential that could bring new growth momentum to the company. Source: Bloomberg

3. Due to Kenvue's potential collaboration prospects with Procter & Gamble and Unilever, the market holds an optimistic view of its future development, further boosting the stock price. Source: CNBC The consumer goods industry has performed steadily recently, with the market focusing on growth potential.

Unilever fell 0.12%. Based on recent key news:

1. On November 26, JP Morgan analyst Celine Pannuti maintained a buy rating on Unilever and raised the target price to 5,700 pence. This move indicates the analyst's optimistic view of the company's future performance, which may support the stock price.

2. On November 24, UBS maintained a sell rating on Unilever, indicating a divergence in market views on the company's prospects, which may lead to stock price fluctuations.

3. On November 24, Magnum announced its spin-off from Unilever, planning to complete the spin-off on December 6. This news may trigger market attention on the company's future strategic direction, affecting stock price performance The consumer goods industry is facing challenges of divestiture and consolidation.

Estée Lauder rose 2.97%. Based on recent key news:

1. On November 25th, Rothschild downgraded Estée Lauder's rating to sell, stating that "deeper investments" are needed to narrow the gap with peers. This rating adjustment led to a 2.5% pre-market decline in Estée Lauder's U.S. stock, but the stock rebounded and ultimately rose 2.97%. The competition in the beauty industry is intensifying, and investors need to pay attention.

Stocks ranked at the top of the industry by market capitalization

ELF Beauty rose 3.29%. There has been no significant news recently; trading is active, and capital flows are evident. Considering the sector and industry trends, this stock shows significant volatility, and the specific reasons need further observation. no_news