The Index › Metabolic medicine
Whose sales may the drugs shrink?
Food, drink, tobacco and restaurant companies whose sales depend on habits the new drugs may change.
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
Philip Morris21 Oct · expected, per Nasdaq
Coca-Cola27 Oct · expected, per Nasdaq
Simply Good Foods27 Oct · expected, per Nasdaq
AB InBev29 Oct · expected, per Nasdaq
Altria29 Oct · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| AB InBev BUD |
AB InBev brews and sells beer worldwide, including Budweiser and Corona. | 29 Oct · expected, per Nasdaq |
| Altria MO |
Altria sells cigarettes and smokeless tobacco in the United States. | 29 Oct · expected, per Nasdaq |
| Bloomin' Brands BLMN |
Bloomin' Brands owns casual dining chains such as Outback Steakhouse. | 6 Nov · expected, per Nasdaq |
| Campbell Soup CPB |
Campbell Soup sells packaged soups, snacks and sauces. | 8 Dec · expected, per Nasdaq |
| Celsius CELH |
Celsius makes calorie-free energy drinks and sells them through retailers. | 5 Nov · expected, per Nasdaq |
| Coca-Cola KO |
Coca-Cola sells sugary and diet soft drinks worldwide. | 27 Oct · expected, per Nasdaq |
| Conagra CAG |
Conagra sells packaged foods such as frozen meals, snacks and condiments. | not yet announced |
| Constellation Brands STZ |
Constellation Brands sells beer (including Modelo and Corona), wine and spirits. | not yet announced |
| Darden DRI |
Darden owns and operates full-service restaurant chains such as Olive Garden and LongHorn Steakhouse, whose sales depend on consumers choosing to dine out. | not yet announced |
| General Mills GIS |
General Mills sells packaged cereals, snacks and pet food under brands such as Cheerios and Nature Valley. | not yet announced |
| Hershey HSY |
Hershey sells chocolate and snack brands. | 29 Oct · expected, per Nasdaq |
| Keurig Dr Pepper KDP |
Keurig Dr Pepper sells branded coffee pods, sodas and bottled drinks. | 3 Nov · expected, per Nasdaq |
| Kraft Heinz KHC |
Kraft Heinz sells packaged foods and condiments such as Heinz ketchup and Kraft cheese. | 4 Nov · expected, per Nasdaq |
| McDonald's MCD |
McDonald's sells hamburgers, fries and drinks through franchised restaurants worldwide. | 4 Nov · expected, per Nasdaq |
| Molson Coors TAP |
Molson Coors brews and sells beer. | 5 Nov · expected, per Nasdaq |
| Mondelez MDLZ |
Mondelez sells snacks such as biscuits, chocolate and gum. | 29 Oct · expected, per Nasdaq |
| Monster Beverage MNST |
Monster Beverage sells energy drinks and sugary beverages. | 5 Nov · expected, per Nasdaq |
| PepsiCo PEP |
PepsiCo sells snacks and beverages, including sugary drinks and salty snacks. | not yet announced |
| Philip Morris PM |
Philip Morris sells cigarettes and smokeless nicotine products worldwide. | 21 Oct · expected, per Nasdaq |
| Restaurant Brands QSR |
Restaurant Brands owns fast-food chains including Burger King, Tim Hortons and Popeyes. | 29 Oct · expected, per Nasdaq |
| Simply Good Foods SMPL |
Simply Good Foods sells protein shakes, snack bars and other packaged nutrition products under brands such as Atkins and Quest. | 27 Oct · expected, per Nasdaq |
| Texas Roadhouse TXRH |
Texas Roadhouse runs a chain of casual steakhouses serving mostly beef and dinner to families. | 5 Nov · expected, per Nasdaq |
| Wendy's WEN |
Wendy's sells burgers and fries through franchised and company-run restaurants. | 5 Nov · expected, per Nasdaq |
| Yum! Brands YUM |
Yum! Brands franchises fast-food chains KFC, Pizza Hut and Taco Bell, earning fees from restaurants it mostly does not own. | 3 Nov · expected, per Nasdaq |
Showing 24 of 24 · 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 sales may the drugs grow? · Whose care and services may the drugs change? · Which businesses must adjust as their customers change?