BP OIL BIGGEST HIT IN 25 YEARS & JOB MARKET IS WORSE THAN FEARED

Mr. Bullish
Aug 4
3 min read

🪑 Wayfair (W) — Big Surprise Profit 💥+7%

Q2 EPS: $0.28 profit vs. loss expected!
Revenue: $3.1B vs $2.95B estimated → beat 🔥
Stock reaction: 🚀 Up 15%+ on earnings beat
Past few years: Stock was crushed post-COVID, but showing signs of recovery. Down 60% from 2021 peak, now rebounding.
Analysts: Turning bullish — mid/long-term Buy.
Fundamentals:
• P/E: N/A (was negative)
• P/S: ~0.7×
• Debt/Equity: high (~2)
• Margins: thin but improving
Big holders: BlackRock, Vanguard
Rating: Bullish short/mid/long.

🥩 Tyson Foods (TSN) — Solid Beat 🥩 +4%

EPS: $1.02 vs. $0.88 expected
Revenue: $13.5B vs. $13.1B — beat 🐔
Stock rose 4% 📈
Focus: Cost cuts, better meat prices, forecast steady earnings growth
P/E: ~11×
Dividend: ~3.5%, low payout ratio
Debt/Equity: ~0.5
Margins: improving
Rating: Hold to Buy — mid/long-term bullish

🧪 IDEXX (IDXX) — Mixed Bag 🐕 +23%

EPS: $2.57 vs $2.50 expected ✅
Revenue: $943M vs $950M estimated ❌
Stock flat
Focus: Vet diagnostics growth, but FX hurt sales
P/E: ~40×
Margins: high (~20%)
No dividend
Rating: Hold, long-term growth play

🧓 Berkshire Hathaway (BRK.B) — Kraft Heinz Slap 😵‍💫 -3%

Operating profit: $11.2B beat 🎯
BUT $5B write-off from Kraft Heinz 😖
Buffett retiring end of year
Stock down 3%
P/E: ~14×
P/B: ~1.4×
No dividend
Cash: $150B
Big investors: Buffett, Vanguard, BlackRock
Rating: Hold to Buy — long-term solid if successor manages well

🇺🇸 July Jobs Report — Slowing Hard 💼📉

🔍 Key Points:

• Only 73,000 jobs added in July — way below the ~175K expected 😬.

• Unemployment rate: Rose to 4.2% (was 4.0%).

• May & June jobs revised downward again — total cuts now over 450,000 jobs over 3 months. (May was 144k revised down to 19k June was 147k revised down to 14k)

• Wage growth slowed — indicating weaker demand for labor.

🧯 Trump Responds:

• Trump is pushing for emergency tax cuts and more tariffs, while firing BLS Commissioner for “bad data.”

• Wall Street is spooked — job market looks way softer than everyone thought.

🛢 BP Oil Discovery — 25-Year Milestone 🌊💥

🌍 Big News:

• BP found its largest oil and gas field in 25 years off the coast of Brazil 🇧🇷.

• Could pump billions in revenue over next decade — helps BP’s pivot after tough years.

• Stock popped 3% on the news 🚀.

BP Snapshot:

• P/E: ~10×

• Dividend: ~4.5%