Pet Owners Keep Buying Food on Autopilot but Are Skipping the Vet
Chewy's Autoship sales grew 9.3% while Zoetis saw U.S. pet medicine sales fall 11% as clinic visits slip. IDEXX reports Nov. 2 and Zoetis on Nov. 5.
WM and Republic Services are still pushing core prices up more than 5% even as volumes soften, and national landfill tip fees are rising again. Waste Connections reports Oct. 21 and WM on Oct. 27.
JPMorgan, Citi and Wells Fargo all reported lower card losses than a year ago as spending kept growing. Card rates still average above 22%. Bank of America reports Oct. 14 and Capital One Oct. 20.
Netflix, Peacock and Disney all raised prices this year as streaming profits surged and Paramount closed its Warner Bros. deal. Netflix reports Oct. 20 and Comcast on Oct. 22.
Average premiums are falling, but insurers are trimming plans, star ratings slipped and standalone drug coverage keeps shrinking. UnitedHealth reports Oct. 13 as open enrollment begins Oct. 15.
A New Mexico Stargate campus notice knocked ORCL about 3%, while Oracle says the 2028 plan is intact and a $664 billion backlog still needs capacity online.
Iridium shareholders decide on a $54 cash-and-stock package on September 24, while Rocket Lab investors already live with the share count from a $1.94 billion stock sale and the shares still owed at close.
Aluminum pass-through lifted revenue faster than profit. The second half must turn shipments and earnings into cash.
Six U.S.-listed names span panels, trackers, power electronics, and project delivery.
GE Aerospace alone holds more than $210 billion of backlog.
Higher prices are covering inflation. The second half must show customers keep buying.