Group 1: Lululemon and Costco - Lululemon announced the departure of CEO Calvin McDonald, effective end of January, with interim leadership in place while searching for a permanent successor [1] - Lululemon reported better-than-expected earnings for Q3, but has been underperforming for over a year, with shares up more than 9% following the earnings report [2] - Costco exceeded Wall Street forecasts for its first quarter, driven by e-commerce growth, with Black Friday marking a record-breaking day for its digital business [2] Group 2: Disney and OpenAI - Disney made a $1 billion equity investment in OpenAI, allowing users on OpenAI's Sora platform to create content featuring Disney's copyrighted material, including over 200 characters [3][4] - Disney CEO Bob Iger stated that the deal provides a pathway into AI and helps reach younger consumers, while OpenAI CEO Sam Altman mentioned there will be restrictions on the use of Disney characters in Sora videos [4] Group 3: Fiber Market Trends - There is a growing consumer focus on fiber, with 22% of shoppers listing high fiber content as a top-three factor when shopping, up from 17% four years ago [9] - Companies like Coca-Cola and Nestlé are launching fiber-focused products, and PepsiCo plans to introduce high-fiber versions of Smartfood and SunChips next year [9]