Women Support Will Go Big
Women support will go big
What’s inside
- DIS Disney: ESPN carries the WNBA; its networks averaged 1.3m viewers in the most-watched season ever.
- AMZN Amazon: A named partner in the WNBA rights package that grew to $3.1 billion.
- CMCSA Comcast: Its Versant spinoff signed an 11-year WNBA deal for USA Network.
- LYV Live Nation: Live attendance and ticketing scale with sold-out women's events and tours.
- AZN AstraZeneca PLC: Breast and ovarian cancer franchise is the biggest listed women's health profit pool.
- LLY Eli Lilly: Women are the majority of metabolic-drug demand the category's growth rests on.
- ABT Abbott: Maternal and diagnostic devices are how femtech ideas reach clinics at scale.
- BLK BlackRock: The default destination when a $34 trillion asset base gets reallocated.
- SCHW Charles Schwab Corporation: Household wealth transfer to women flows through retail brokerage and advice.
- AMP Ameriprise Financial: Advice-led wealth management benefits as women become the deciding allocators.
- LULU Lululemon Athletica: The clearest listed proxy for women's athletic participation becoming routine spending.
- NKE Nike: Women's product and team sponsorships are its most-cited growth lever.
- DKS DICK’S Sporting Goods: Youth and women's sports participation runs straight through its stores.
- ULTA Ulta Beauty: Female-led discretionary spending compounds with women's rising earnings.
Why it could work
If audiences, media rights and women's buying power keep compounding, the listed companies closest to women's sports, health and wealth capture a decade of growth that is only starting to be priced.
What could break it
Most of the real upside sits in private leagues and femtech startups, so public proxies may deliver only a thin slice of the growth while trading on unrelated drivers.
For learning only. Not investment advice.