Church & Dwight is the leading global producer of baking soda. Its portfolio extends beyond its legacy category to include laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm & Hammer brand. Its brands also include Batiste, OxiClean, Hero, and TheraBreath, which, together with Arm & Hammer, account for around 70% of its annual sales and profits. The firm also added Touchland and its hand sanitizer business to its fold in fiscal 2025. Even as it expands its product reach, Church & Dwight still derives around 80% of its sales from its home US market.

Kenvue is the world’s largest pure-play consumer health company by sales, generating over $15 billion in annual revenue. Formerly known as Johnson & Johnson’s consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of categories within consumer health, such as cough, cold and allergy care, pain management, face and body care, and oral care, as well as women’s health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson’s, Aveeno, and Neutrogena. Kenvue announced November 2025 that it signed a deal to be fully acquired by Kimberly-Clark with the deal expected to close during the second half of 2026.

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According to the advance estimate released by the Bureau of Economic Analysis (BEA), U.S. gross domestic product (GDP) rose in the third quarter at an annualized rate of 3.4%. That's above the 3.2% consensus and an acceleration from 2.2% in the second quarter. Real final sales to private domestic purchasers, which focuses on the core consumer spending and business investment, were up a strong 4.9%, topping a sturdy 4.6% increase in 2Q. The measure often provides a better signal of economic momentum than headline GDP. The results are consistent with the Federal Open Market Committee's (FOMC's) recent comment that economic activity is expanding at a strong pace. Nominal GDP, which is not adjusted for inflation, was up 5.6% in 3Q. The FOMC voted 10-2 to maintain the Federal Funds target at 3.75%-4.0%. Argus Fixed Income Strategist Kevin Heal expects a quarter-point hike in December before the FOMC moves to the sideline in 2027. Spending by consumers rose 3.8% in 3Q, matching 2Q. Durable goods slowed, but the big services category grew 4.1%, up from 3.4% in 2Q. Services added about 1.9 points of growth. Private investment grew 19.4%. Spending on Artificial Intelligence continued to be an important driver of growth. Intellectual property products grew by 8.4%. Equipment grew 20.9%. Net exports of goods and services, also called the trade balance, reduced 3Q GDP by 3.3 percentage points. Imports increased by 19.7%. Spending and investment by the federal government was up 15.8% after a 2.4% decline in 2Q. National defense spending was up 11.7%, but contributed only 0.41 percentage point to growth. In other reports from the BEA, headline PCE inflation was up 3.6% on a year-over-year basis in September. That was in line with consensus, but up from a 3.4% pace in August and well above the Federal Reserve's 2% target. The FOMC acknowledged Wednesday that inflation has been running above the committee's objective for close to six years, but doubled down on returning inflation to the 2% target. Core PCE inflation was also elevated, up 3.1%, in line with consensus, but a tick higher than in August.