The Index › Metabolic medicine
Whose sales may the drugs grow?
The companies whose products may sell more as the new drugs and health trends spread: fitness, apparel, travel and healthier food.
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
Deckers (HOKA + UGG)22 Oct · expected, per Nasdaq
Hilton27 Oct · expected, per Nasdaq
Royal Caribbean27 Oct · expected, per Nasdaq
Sprouts Farmers Market28 Oct · expected, per Nasdaq
Life Time Group29 Oct · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| BellRing Brands BRBR |
BellRing Brands sells branded ready-to-drink protein shakes and other protein products, and it markets them to build consumer demand. | 17 Nov · expected, per Nasdaq |
| Carnival CCL |
Carnival sells cruise vacations on ships it operates around the world. | not yet announced |
| Deckers (HOKA + UGG) DECK |
Deckers owns the HOKA running shoe and UGG sheepskin boot brands. | 22 Oct · expected, per Nasdaq |
| Gap GAP |
Gap sells clothing and accessories through its own stores and websites under brands like Old Navy and Banana Republic. | 19 Nov · expected, per Nasdaq |
| Herbalife HLF |
Herbalife sells nutrition shakes, supplements and weight-management products through independent distributors. | 2 Nov · expected, per Nasdaq |
| Hilton HLT |
Hilton operates and franchises hotels under many brands, with a loyalty program that steers travelers toward its rooms. | 27 Oct · expected, per Nasdaq |
| Life Time Group LTH |
Life Time Group operates premium fitness clubs and wellness resorts. | 29 Oct · expected, per Nasdaq |
| Lululemon LULU |
Lululemon designs technical athletic apparel, footwear and accessories sold through its own stores and websites. | 10 Dec · expected, per Nasdaq |
| Marriott MAR |
Marriott runs hotel brands and manages or franchises properties it mostly does not own, earning fees from travel demand. | 2 Nov · expected, per Nasdaq |
| Nike NKE |
Nike designs and sells athletic footwear, apparel and equipment, supported by brand marketing and athlete sponsorships. | not yet announced |
| On Holding ONON |
On Holding sells premium running and training shoes and apparel, relying on brand appeal to draw customers. | 11 Nov · expected, per Nasdaq |
| Peloton PTON |
Peloton sells connected exercise bikes, treadmills and streaming fitness classes. | 5 Nov · expected, per Nasdaq |
| Planet Fitness PLNT |
Planet Fitness runs low-cost gyms and sells monthly memberships. | 5 Nov · expected, per Nasdaq |
| Ross Stores ROST |
Ross Stores runs discount clothing and home-goods chains, with bargain-hunting stores that draw shoppers back often. | 19 Nov · expected, per Nasdaq |
| Royal Caribbean RCL |
Royal Caribbean operates cruise ships and sells holiday voyages to travellers. | 27 Oct · expected, per Nasdaq |
| Sprouts Farmers Market SFM |
Sprouts Farmers Market runs a chain of grocery stores focused on fresh produce and natural foods. | 28 Oct · expected, per Nasdaq |
| TJX TJX |
TJX runs off-price apparel and home-goods stores such as T.J. Maxx and Marshalls, drawing shoppers with discounted brand-name merchandise rather than making the goods itself. | 18 Nov · expected, per Nasdaq |
| Under Armour UA |
Under Armour sells athletic apparel and footwear, and its brand marketing persuades shoppers to pick its products. | 6 Nov · expected, per Nasdaq |
| Viking Holdings VIK |
Viking Holdings runs luxury river and ocean cruises, relying on its marketing and brand to draw travelers to its ships. | 18 Nov · expected, per Nasdaq |
| Xponential Fitness XPOF |
Xponential Fitness franchises boutique fitness studios and sells their branded workout programs. | 5 Nov · expected, per Nasdaq |
Showing 20 of 20 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Whose care and services may the drugs change? · Which businesses must adjust as their customers change? · Who carries the drugs to markets outside the United States?