March 26, 2026

Women’s Health Hits $600B, On Enters a New Phase, Small Changes Drive Big Health Gains

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Healthcare is expanding, consumer brands are maturing, and prevention is getting easier to act on.

Small changes have a big health impact

A new study of more than 53K adults found that small lifestyle changes can significantly reduce cardiovascular risk.

  • Adding 11 minutes of sleep, 4.5 minutes of daily activity, or modest dietary improvements can lower the risk of heart attack and stroke by about 10%.
  • When combined, the reduction jumps to 57%.

Researchers emphasized that small, sustainable changes are more accessible for most people, demonstrating that health behavior change may be less about extreme protocols and more about incremental, compounding habits.

On enters a new phase of growth

The Swiss sportswear maker is returning to its roots, naming co-founders David Allemann and Caspar Coppetti as co-CEOs.

After growing sales by 30% to $3.8B in 2025, the company is moving from breakout challenger to global contender — navigating tougher competition, broader product expansion, and higher investor expectations.

Founder control may help preserve speed and brand identity, but scaling the company beyond $10B in sales while chasing brands like Nike will require a new level of execution.

Women’s health is becoming a $600B market

The global women’s health market will surpass $600B by 2030, up from roughly $430B today, per a new PwC report.

  • The category is expanding to include chronic conditions, mental health, and diseases that affect women differently.
  • Clinical innovation, digital platforms, at-home diagnostics, and AI drive growth, with consumer health tech alone expected to grow at 14–17% annually.
  • Nearly $60B has flowed into core women’s health segments over the past five years as it turns into a life-stage, longitudinal market.

Expanding its reach, women’s health is moving from a niche to a foundational healthcare category — with major implications for operators, investors, and product design.

Strategic intelligence for the future of health.

We break down how fitness, wellness, and healthcare are converging — and what it means for business, culture, and capital.

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