Consumer & Health news
Latest US Consumer & Health market news, catalysts and analysis.
Paramount Skydance, Ynon Kreiz Named Co-CEO for Planned Media Combination
Paramount Skydance named Ynon Kreiz co-CEO alongside David Ellison, with operational authority beginning when the $110 billion merger closes.
Oct 1, 2026
NeutralTrump Administration, $500 Obamacare Refunds Begin Across 30 States
Trump administration refunds began Sept. 30 for eligible Obamacare enrollees, with more than 950,000 Americans set to receive payments.
Oct 1, 2026
BullishEli Lilly, Obesity Combo Delivers 23.3% Weight Loss in Phase 2
Eli Lilly’s highest-dose combination averaged 54 pounds of weight loss over 48 weeks, while discontinuations reached 10.8% to 27%.
Oct 1, 2026
Bullish$NVO$LLYNovo, Wegovy Pill Switchers Lost Roughly 4% More Weight in Three Months
Novo analyzed 194 patients from Ro; switchers who stayed on the Wegovy pill for three months lost an average 8.8 additional pounds.
Sep 30, 2026
Bullish$BEPhiladelphia 76ers, LeBron James Surge Reaches Tickets and Sponsors
Philadelphia 76ers tickets are selling 11 times faster than a year earlier, while Bloom Energy’s annual patch deal exceeds $30 million.
Sep 29, 2026
Neutral$DISDisney: Bob Chapek Says He Warned the Board Weekly About Bob Iger
Disney ousted Bob Chapek in late 2022 after less than three years as CEO; CNBC now details his claims of weekly board warnings about Bob Iger.
Sep 29, 2026
Bullish$SIG$BRLTSignet Jewelers, Lab-Grown Diamonds Gain as Natural Prices Hit Record Lows
Signet Jewelers raised its annual profit forecast as natural diamonds lost more than half their value and lab-grown stones captured 61% of 2025 engagement-ring sales.
Sep 28, 2026
BullishAudemars Piguet, Royal Pop Delivers Records as Watch Exports Diverge
Audemars Piguet posted record months after Royal Pop’s May launch as August Swiss-watch exports to the U.S. fell 19% and worldwide exports rose 9%.
Sep 28, 2026
Bearish$NVO$LLYNovo Nordisk, post-Wegovy plan meets a 2032 patent cliff
Novo targets more than five launches by 2030 and DKK150 billion in pipeline sales by 2035, but shares fell as investors sought nearer-term growth.
Sep 21, 2026
Bullish$WSMWilliams-Sonoma stock gains 23% as margins, AI and B2B offset weak housing
Williams-Sonoma shares rose 23% year to date as margin gains, Olive’s higher purchase rate and B2B growth reduced reliance on housing demand.
Sep 20, 2026
BearishFrench Wine Production, 2026 Crisis Tests Climate Adaptation and Demand
France’s wine output could hit a 70-year low in 2026 as heat, drought, weaker consumption and vine removals pressure producers and policy.
Sep 20, 2026
BearishHumble Baron, Chapter 7 ruling puts Uncle Nearest’s assets under pressure
Humble Baron entered Chapter 7 on Sept. 14, 2026, after a $6.1 million unsecured-debt filing, while Uncle Nearest faces receivership and a proposed sale.
Sep 20, 2026
Bearish$UAAStephen Curry: Li-Ning signature shoe debuts early 2027, ending Under Armour's 13-year run
Stephen Curry's Li-Ning signature shoe launches in early 2027, capping a 10-year, $400 million deal that ended his 13-year run with Under Armour.
Sep 18, 2026
Bullish$FOXA$CMCSA$WBDNASCAR CEO O'Donnell: $7.7 Billion Media Deal Sets Up 'Days of Thunder 2' Push
NASCAR's media rights span Fox, NBC, TNT Sports and Amazon Prime Video under seven-year deals valued near $7.7 billion, CEO O'Donnell told CNBC, alongside a 2028 film tie-in.
Sep 17, 2026
Neutral$NFLX$GOOGL$CMCSANetflix: Bajaria Says Streamer Would Consider an International NFL Rights Package
Netflix content chief Bela Bajaria told CNBC Sport the streamer could bid for an international NFL package once the league's 2029-30 opt-out arrives.
Sep 17, 2026
Bearish$COSTCostco Motor Oil Hits $57.99 as Purchase Limits Signal Supply Strain
Costco capped Kirkland motor oil at two units per customer per week, while Mobil 1 costs $44 for six quarts under a five-unit limit.
Sep 16, 2026
Neutral$CRICarter’s rebrand targets Gen Z parents as sales recover from a 50% stock slide
Carter’s is rolling out a new logo and campaign in 2026 after first-quarter sales gains, store closures and a sharp 2025 profit decline.
Sep 15, 2026
Neutral$KHCKraft Heinz, Philadelphia adds three flavors as $700 million turnaround tests demand
Kraft Heinz is expanding Philadelphia with three flavors Tuesday and 10 varieties over two years as brand spending rises 63% versus 2025.
Sep 15, 2026
Bullish$MDLZMondelez opens $22 million Malaysia plant to shorten Cadbury supply chain
Mondelez opened a $22 million Shah Alam facility to make Cadbury chocolate crumb locally, targeting faster supply and lower import costs across Southeast Asia.
Sep 14, 2026
Bearish$NVO$LLYNovo Nordisk rebrands to Novo as obesity-market share gap with Lilly widens
Novo Nordisk will use Novo as its brand from Sept. 14 while keeping its legal name, as Wegovy growth confronts Lilly’s larger obesity share.
Sep 14, 2026
Bearish$CHWYChewy Stock, Morgan Stanley Says the 11% Sell-Off Went Too Far
Chewy posted $3.33 billion in Q2 fiscal 2026 sales, but 5.7% organic growth and one-time EBITDA items complicated its raised guidance.
Sep 14, 2026
Neutral$SIGSignet Jewelers, 53-store closure signals a sharper core-brand strategy
Signet Jewelers closed 53 stores through Aug. 1, 2026, and plans about 100 more in fiscal 2027 while concentrating on Kay, Zales and Jared.
Sep 14, 2026
BearishAmerican Eagle Outfitters, Record Q2 Revenue Meets a Weaker Core Brand
American Eagle Outfitters posted $1.4 billion in Q2 revenue as Aerie and OFFLINE grew collectively by 25%, according to Yahoo Finance.
Sep 13, 2026
Bullish$BMRN$ASNDBioMarin, 5% jump follows global Yuviwel patent settlement with Ascendis
BioMarin rose 5% on Aug. 31 after settling Yuviwel litigation; Ascendis will pay royalties through May 20, 2030, while gaining a worldwide navepegritide license.
Sep 13, 2026