Four stocks—Warner Bros. Discovery, Oracle, Campbell Soup, and Lululemon—stood out last week amid strong earnings reports, strategic announcements, and sector-specific catalysts. Their performance reflected broader trends in tech, consumer staples, and entertainment.
- Warner Bros. Discovery (WBD) posted $1.2B in adjusted EBITDA, up 18% YoY, with a 12% stock gain after cost restructuring and streaming growth.
- Oracle (ORCL) reported $14.3B in revenue, with cloud revenue up 26% YoY and a $10B share buyback approved.
- Campbell Soup (CPB) achieved 4.1% revenue growth to $2.3B, maintaining full-year margin guidance despite inflationary pressures.
- Lululemon (LULU) saw 22% same-store sales growth, adjusted EPS of $1.84, and announced a new influencer partnership.
- All four stocks outperformed the S&P 500, which gained 1.8% last week.
- Investor focus shifted toward companies with clear growth levers in AI, cloud, premium consumer goods, and content monetization.
Warner Bros. Discovery (WBD) surged 12% after reporting a narrower-than-expected loss and unveiling a refreshed content pipeline, including new streaming exclusives and a revised cost structure. The company posted adjusted EBITDA of $1.2 billion, up 18% year-over-year, driven by growth in HBO Max subscriptions and international licensing deals. Oracle (ORCL) rose 9.4% following a robust quarterly earnings release, with revenue reaching $14.3 billion—exceeding analyst expectations by 5%. The cloud division grew 26% year-over-year, fueled by increased demand for Oracle Cloud Infrastructure and new AI-driven database products. The company also announced a $10 billion share buyback program. Campbell Soup (CPB) posted a 7.2% gain after reporting a 4.1% increase in quarterly revenue to $2.3 billion, driven by premium product expansion and successful price adjustments. Despite higher input costs, the company maintained its full-year margin guidance, citing disciplined cost management and a shift toward higher-margin sales channels. Lululemon (LULU) climbed 11% after delivering a 22% year-over-year rise in same-store sales, led by strong performance in North America and Asia. The company reported adjusted EPS of $1.84, surpassing estimates, and announced a new partnership with a major fitness influencer network to boost digital engagement.