Robinhood Snacks - 😅 Healthcare's extra Super Tuesday

An extra Super Tuesday... for the healthcare sector, which rallied massively after Joe Biden scored wins in most of the 14 Super Tuesday states. Biden's victory affected healthcare stocks because it suggests a lower likelihood of a Bernie Sanders Medicare for All reality, which would abolish private health insurance. Health insurance companies/investors breathed a collective sigh of relief:

• The S&P health care sector soared 5.8% and recorded its best day since 2008 — health insurers added around $48B in market value Wednesday.

"Pricing in" the risk of a Bernie win... A stock's price is largely dependent on what investors perceive to be the future growth/profit potential of the company. Tuesday changed things for health insurance:

• Before Super Tuesday, UnitedHealth's stock had a priced in chance that the company might be decimated by a Bernie presidency.
• Now, the odds of that are lower. Biden's wins increase his odds of becoming the Dem's presidential nominee, and he advocates for less dramatic healthcare reform.
• The result: The less-probable Bernie victory boosted UnitedHealth's market value by $20B.

Secret's in the (faux) leather bag... H&M is your go-to for $7 dollar sunnies and floral basics. It's also 1 of the world's top 3 fashion retailers. Now, it wants to share its know-how with rivals — for a price. H&M is debuting "Treadler," a service that allows other brands to use its massive clothes-churning infrastructure.

• Not so glam: Clothing supply chains are complex — fashion companies (especially smaller/newer ones) often struggle to organize their own suppliers, production, and logistics.
• Supply Chain as a Service: H&M is offering retailers access to its massive global supply chain — from development, to sourcing, to production, to delivery. Clients can leverage H&M's scale/expertise, and get connected to its supplier partners.

Sharing "progressive sustainable work"... What H&M is positioning this as. It's faced heat for fueling an economy of frequently replaced (and then thrown away) clothes/accessories — aka, fast fashion.

• The fashion industry may be responsible for 10% of the world's greenhouse gas emissions because of those long and energy-intensive supply chains.
• H&M has been on a big sustainability kick, touting the use of recycled materials, using AI to make sustainable production decisions, and aiming to be carbon neutral in 10 years — also, its new CEO is its former sustainability chief.

Surpassing the impossible... Tomato, Chicken Noodle, Cream of Mushroom — Campbell's iconic posse of condensed soups is back in action. Campbell Soup stock jumped 10% after expectations-beating 1% sales growth — That's fantastic, considering US soup sales for Campbell have fallen 8 of the past 9 years. Some things to slurp on:

• Pantry-staples like canned soup are a hot commodity as coronavirus-fearing shoppers stockpile non-perishables.
• Demand for Campbell's products has grown, both in-store and online. Now, Campbell is increasing soup production to prep for more demand.
• Campbell has also been investing in better ingredients and more hard-hitting soup marketing (advertising costs rose 7% in the quarter).

Millennials are soup-ing now... The CEO credited the surprise sales from "younger households." Apparently, he was surprised: “Frankly, this is a trend that many believed was not possible” (including him).