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Instacart Up on Earnings Beat; Metsera Down on Takeover Battle | Stock Movers
Youtube· 2025-11-10 21:28
Group 1: Weight Loss Drug Market - The bidding war for Met Sara between Novo Nordisk and Pfizer has concluded, with Novo deciding not to raise its offer due to potential regulatory risks flagged by the FTC [1][2] - Pfizer has agreed to acquire Met Sara, indicating its interest in entering the obesity treatment market [3] Group 2: Grocery Delivery Services - Maple Bear reported better-than-expected growth in orders, reflecting strong demand for grocery and restaurant delivery services [5] - The company generates approximately 29% of its revenue from non-delivery transactions, including grocery technology and advertising sales [6] Group 3: Tyson Foods and Meat Industry - Tyson Foods anticipates an adjusted operating loss of $400 million to $600 million in its beef segment for the next year, compared to a loss of $426 million this year, driven by cattle shortages [8] - The U.S. cattle herd is expected to begin rebuilding next year, but benefits from this are not anticipated until 2028 [9] - Increased demand for chicken is helping to offset losses in the beef segment, as chicken represents the second-largest revenue portion for Tyson [10]