The Index › Metabolic medicine
Which businesses must adjust as their customers change?
Airlines, insurers, landlords and other businesses whose customers may change as the drugs spread.
The waterfall's proof point: Metabolic medicine: laboratory throughput is the productivity lift's nearest proof point, and it reports in pipeline data on a clock of quarters.
Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.
What would prove us wrong
Productivity jumps much sooner than we expect, or adoption stops spreading.
Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page
Reports next, in this group
United20 Oct · expected, per Nasdaq
Southwest Airlines21 Oct · expected, per Nasdaq
American22 Oct · expected, per Nasdaq
Welltower26 Oct · expected, per Nasdaq
Ventas27 Oct · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| American AAL |
American Airlines sells passenger flights, including regional routes flown by contracted partners. | 22 Oct · expected, per Nasdaq |
| Brookdale BKD |
Brookdale operates senior living communities that provide housing and care for older adults. | 5 Nov · expected, per Nasdaq |
| CareTrust REIT CTRE |
CareTrust REIT owns healthcare properties such as skilled nursing facilities and senior housing, and leases them to operators rather than providing care itself. | 4 Nov · expected, per Nasdaq |
| Delta DAL |
Delta Air Lines sells passenger air travel through its global hub network. | not yet announced |
| National Health Investors NHI |
National Health Investors is a real estate investment trust that owns senior living and healthcare properties and leases them to operators. | 9 Nov · expected, per Nasdaq |
| Ryanair RYAAY |
Ryanair is Europe's largest low-cost airline, selling low-fare short-haul flights. | 2 Nov · expected, per Nasdaq |
| Southwest Airlines LUV |
Southwest Airlines sells short-haul passenger flights, and its fortunes depend on fuel costs, labor and travel demand that rise and fall with the wider economy. | 21 Oct · expected, per Nasdaq |
| United UAL |
United Airlines sells passenger and cargo flights. | 20 Oct · expected, per Nasdaq |
| Ventas VTR |
Ventas is a real estate investment trust that owns senior housing and outpatient medical and research buildings, leasing some and sharing in the operating results of others. | 27 Oct · expected, per Nasdaq |
| Welltower WELL |
Welltower owns and operates senior housing and healthcare properties, leasing them to care providers. | 26 Oct · expected, per Nasdaq |
Showing 10 of 10 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Who carries the drugs to markets outside the United States? · Whose science sits close to the new drugs? · Who works on longer, healthier lives?