__Surpassing the impossible...__ Tomato, Chicken Noodle, Cream of Mushroom — Campbell's iconic posse of condensed soups is back in action. __[Campbell Soup](https://robinhood.com/stocks/CPB)__ 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%](https://www.wsj.com/articles/campbell-raises-earnings-outlook-11583328158) in the quarter).

__Millennials are soup-ing now...__ The CEO credited the surprise sales from "younger households." Apparently, he was [surprised](https://www.wsj.com/articles/campbell-raises-earnings-outlook-11583328158): “Frankly, this is a trend that many believed was not possible” (including him).






Slurp

__Millennial tastes are growing up (kind of)...__ In 2020, a [Millennial](https://www.pewresearch.org/fact-tank/2019/01/17/where-millennials-end-and-generation-z-begins/) is anyone aged 24 to 39. As we become heads of households and families, our biz-shifting powers grow. Maybe Millennials' juice-cleanse-loving, acai-bowl-scarfing ways are evolving as they transition to buying food for families, not just themselves. Managers should pay attention.

Soup is back — Campbell jumps 10% on canned foods and Millennial families

__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](https://www.nytimes.com/2019/03/23/health/private-health-insurance-medicare-for-all-bernie-sanders.html) 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](https://www.cnbc.com/2020/03/03/dow-futures-show-300-point-pop-as-early-super-tuesday-results-favor.html) since 2008 — health insurers added around [$48B](https://finance.yahoo.com/news/health-insurance-stocks-rally-biden-125257206.html) in [market value](https://learn.robinhood.com/articles/GByCbiOluG2kcWs1AF6m5/what-is-market-capitalization/) 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](https://robinhood.com/stocks/UNH)__'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](https://finance.yahoo.com/news/health-insurance-stocks-rally-biden-125257206.html).




_Health insurance companies after Super Tuesday_

Surge

__"Policy risk" affects some more than others...__ And it's baked into the stock prices of companies in certain industries: Tobacco and gun stocks reflect the risks of anti-tobacco and gun-control policies — Defense stocks mirror the risks of foreign military conflicts. When industry-specific policies shift, the industry stocks react (for better or worse). And 2020 is a year of policy risks. 

Biden's big day is UnitedHealth's best day since 2008

__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](https://fortune.com/2020/03/04/hennes-mauritz-sustainability-treadler-supply-chain/) 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](https://unfccc.int/news/un-helps-fashion-industry-shift-to-low-carbon) __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](https://snacks.robinhood.com/newsletters/3CVBpW75GRQOru2WFW8Wq6/) to make sustainable production decisions, and aiming to be carbon neutral in 10 years — also, its new CEO is its former sustainability chief. 

Supply

__Not about generosity or sustainability...__ More about H&M leveraging its massive infrastructure and excess production capabilities to make a buck. Right now, H&M is only catering to consumers — and fast fashion is struggling. Treadler could generate revenue from other *businesses* as H&M basically Airbnbs out its extra resources. It's a potential H&M revenue source that also reduces others' carbon footprints.

Soup is back — Campbell jumps 10% on canned foods and Millennial families

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