Spirit Airlines Inc.

👍 37%

👥 47% | 🌏 47% | 💰 50%
 

New Attitude

Spirit Airlines has emerged from bankruptcy and plans to ditch its low-cost customers for the affluent market. It is shifting from budget travel to premium service, aiming for 13% more revenue per passenger.

Spirit Airlines declined a $2.16B merger offer from budget airline Frontier, planning to pursue higher-income consumers who have been driving air travel demand since the pandemic fueled massive cost increases.

Southwest Airlines Co.

👍 37%

👥 46% | 🌏 49% | 💰 51%
 

Baggage Shake-Up

Southwest Airlines will charge for checked bags from May 28, ending 50 years of free bags amid investor pressure to drive more profit.

The airline also unveiled a basic economy fare and updated rewards, marking a broader pivot to balance rising costs with valued customer perks.

Walmart Inc

👍 72%

👥 53% | 🌏 50% | 💰 59%
 

Price Cut Pushback

Walmart is under fire for asking Chinese suppliers to lower prices amid rising US tariffs—a move that could strain its 60% China-sourced supply chain.

Walmart, with 28% sales growth and 53 stores in China, now risks backlash as officials warn its discount demands may drive local consumers to shop elsewhere.

Walgreens Boots Alliance

👍 68%

👥 49% | 🌏 51% | 💰 50%
 

Private Shift

Walgreens is going private in a nearly $10B deal with a retail-focused partner, kickstarting efforts to revive its pharmacy business by closing 1,200 underperforming stores.

Walgreens will rebuild under new private backing, aiming for enhanced efficiency and long-term stability.

CVS Health Corp

👍 76%

👥 54% | 🌏 49% | 💰 53%
 

Pharmacy Refocus

CVS Health is launching 12 compact stores focusing on prescription services in spaces under 5,000 sq ft while cutting most non-medicine offerings where sales have slowed.

The healthcare giant plans to shutter 270 locations in 2025 while trimming costs to boost its core health services.