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Eli Lilly strikes deal with Walmart to distribute cash-pay Zepbound vials

Going more directly to consumers — bypassing wholesalers and insurers — allows Lilly and Novo to sell the drugs for roughly half the list price.

J. Edward Moreno

Eli Lilly announced that its partnering with Walmart to distribute cheaper, cash-pay options for its blockbuster weight-loss shot Zepbound.

Zepbound vials will be available at Walmarts nationwide by mid-November, the company announced on Wednesday morning. The cash-pay price for those vials is between $350 and $500 for a monthly dose, compared to the upward of $1,000 a monthly case of Zepbound pens costs.

Lillys top competitor in the GLP-1 space, Novo Nordisk, announced earlier this month that it struck a similar partnership with Costco to distribute cash-pay options for its weight-loss shot Wegovy.

Going more directly to consumers — bypassing wholesalers and insurers — allows Lilly and Novo to sell the drugs for roughly half the list price. And it appears to be a successful strategy for selling the popular but expensive weight-loss shots. In the second quarter of 2025, approximately 35% of new Zepbound prescriptions were fulfilled through Lillys direct-to-consumer channel, the company said.

While DTC sales have been promising for GLP-1s, which are popular but often not covered by insurance, marketing directly to consumers is not something drugmakers have much experience in. Novo and Lilly have relied on a patchwork of partnerships to distribute their drugs.

Lilly and Novo have also struck deals with telehealth companies to distribute their cash-pay options, but those have, at times, proved difficult to maintain.

Walmart recently announced that it was expanding its capabilities for refrigerated prescription deliveries, which Amazon’s pharmacy was already doing, though the Lilly deal specifies its for in-store pickup. Weight Watchers announced a deal with Amazon this month to deliver GLP-1s accessed through its platform.

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Danone acquires meal replacement shake maker Huel for ~$1.2 billion

Very big things happening today in the world of nutritionally-complete products that taste like chalk, as Danone agrees to buy the celebrity-backed protein bar, powder, meal, and meal-replacement shake maker Huel for €1 billion, or around $1.2 billion.

In a statement announcing the acquisition, Danone — apparently the number-one yogurt producer in the US and the nation’s top plant-based food and beverage company as well — said that buying Huel will enhance its “presence in functional nutrition and extend its portfolio into the fast-growing Complete Nutrition space.” Danone, the parent company behind Evian and Actimel, also praised Huel’s “best-in-class digital execution” and fan bases across the UK, Europe, and the US.

Bulking season

Huel, a portmanteau of “human” and “fuel,” was only set up just over a decade ago, but thanks to its marketing efforts; a buzzy product range that marries on-the-go eating with nutrient-dense, plant-based ingredients; and a decent list of (mostly UK-based) celebrity investors, like actor Idris Elba and talk show host Jonathan Ross, sales have soared.

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China’s EV startup trio have all become profitable

China’s EV startup trio, Nio, Li Auto, and XPeng, are now all profitable, following the latter’s Q4 results released Friday.

XPeng reported a quarterly net profit of about $55 million, compared to rival Nio’s Q4 net profit (also its first) of about $40 million. Li Auto posted Q4 net profit of less than $1 million.

All three companies being profitable offers a stark contrast to the EV market in the US, where Rivian quietly delayed its 2027 profitability target in a filing about its Uber robotaxi partnership yesterday. Lucid is likely further away, and last month cut 12% of its US workforce as part of its “path toward profitability.”

Still, it’s not all rosy for China’s EV startups, either. XPeng ADRs were down more than 6% in Friday morning trading as its Q1 sales forecast came in below estimates. As China rolls back subsidies, auto sales are slumping. Chinese retail EV and hybrid sales fell 32% in February from the same month last year.

9.3%

As the war with Iran produces the biggest spike in US gas prices since Hurricane Katrina, car retailer CarMax is continuing to see heightened interest in EVs, hybrids, and plug-in hybrids.

“From Feb 1st - March 1st (inclusive), compared to March 2nd to March 15th (inclusive), we saw a 9.3% lift in page views for these vehicles,” a spokesperson for the company told Sherwood News.

As industry insiders recently told us, EV interest climbs when gas prices rise. That appears to be holding true even without EV tax credits, which the Trump administration ended under its new budget package.

CarMax also saw EV searches spike in 2022, amid Russia’s invasion of Ukraine and the resulting oil price spike.

Walt Disney Chairman And CEO Bob Iger Rings Opening Bell At NY Stock Exchange

It’s the end of Disney’s Iger era (again)

Incoming CEO Josh D’Amaro is replacing Bob Iger on Wednesday, though Iger will remain a senior adviser through the end of the year.

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