Stock Movers Ryanair Down, Danone Slides, Spire Jumps
Jan 26, 2026
Chloe Mellie, a Bloomberg reporter on European markets, brings on-the-ground color about Ryanair, Danone, Nestlé and Spire Healthcare. She covers Ryanair’s raised passenger and fare guidance and the Boeing delivery boost. She explains the widening infant formula recalls and shifting regulations in Europe. She also outlines private equity interest in Spire and its recent market weakness.
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Ryanair's Cautious Yet Strong Recovery
- Ryanair raised guidance for passenger growth and fares thanks to stronger travel demand and improved Boeing deliveries.
- Analysts called the outlook conservative, but Ryanair still outperforms low-cost rivals like Wizz and EasyJet.
CEO Spat Helped Bookings
- Chloe noted the spat between Michael O'Leary and Elon Musk boosted bookings by adding publicity.
- The CFO said Ryanair doesn’t want Starlink due to high installation costs and passengers not wanting paid Wi‑Fi on short flights.
Widening Infant Formula Crisis
- Danone, Nestlé and Groupe Lactalis expanded recalls after potential contamination with a toxin linked to an international supply issue.
- Danone stressed the recalls were precautionary while analysts warned Nestlé could face far larger costs.