
Procter & Gamble has reached a deal to acquire Thorne in a cash transaction valued at $3.8 billion. The deal values Thorne at 5.85 times its anticipated 2026 revenue, presenting ambitious growth expectations.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.