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Dentsply Sirona announced an expanded relationship with Midwest Dental Equipment & Supply that will bring its technology portfolio to the independent distributor's customers in the United States starting November 1, 2026. The agreement builds on a relationship that had historically focused on consumables, and it increases access to Dentsply Sirona's digital dentistry solutions through Midwest Dental's network of sales, service, and technical specialists. The Midwest Dental deal marks Dentsply Sirona's seventh North American dealer partnership enhancement of 2026, following new technology agreements with Benco Dental Supply Co., The Burkhart Dental Supply Co., Nashville Dental, Inc., The Atlanta Dental Supply Company, and Medline Sinclair, as well as a renewed partnership with Patterson Dental. Mark Bezjak, Group Vice President, Americas RCO at Dentsply Sirona, said Midwest Dental has built strong relationships across the markets it serves, making it an important partner as the company continues expanding access to connected dentistry. Midwest Dental Equipment & Supply, founded in 1988 and headquartered in Wichita Falls, Texas, is the largest independent, family-owned distributor in the Southern U.S., serving dental professionals nationwide with teams in Texas, Oklahoma, New Mexico, and Arkansas.
About megatrends
Aging Population › Dental & Clear Aligners Supply
Aging Population › Hearing / Vision / Dental Supply
XRAY · Demand · Positive Expanded Midwest Dental deal brings Dentsply Sirona's technology portfolio to more US customers, increasing access and distribution of its digital dentistry products.
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D keeps 2026 revenue growth target at 10% on strong foreign customers, prepares to move to SET
Dental Corporation Public Company Limited, or D, is maintaining its target for total revenue growth in 2026 at around 10%. Chief Executive Officer Pornsak Tantapakul said foreign customers account for the main share, roughly 60-70% of total revenue, and their purchasing power remains strong with growth of nearly 10%. Thai customers account for about 30% of total revenue and have contracted by around 3-4% amid the economic slowdown. Growth in foreign customers has helped offset the slowdown in the domestic market. For the fourth quarter of 2026, the company expects operating results to continue growing on the back of foreign customers' purchasing power, and it will begin considering opening new branches again, focusing on locations that target foreign customers. Initially, it plans to open an average of about one branch per quarter. The company is continuing to pursue growth after meeting all the qualifications to move from the Market for Alternative Investment, or mai, to trade on the Stock Exchange of Thailand, or SET, which will help raise its profile, build confidence, and open up more opportunities to reach institutional investors. After listing on the SET, several securities firms have begun preparing analyst reports assessing its growth prospects over the next one to two years. Meanwhile, the major shareholder group, which holds about 50% of the shares, has no plans to sell its shares and does not intend to raise capital at this time. The company has a strong cash flow position and a policy of paying dividends every six months, representing a dividend yield of about 5-6% per year.
About megatrends
Aging Population › Hearing / Vision / Dental ▲Demand
Aging Population › Dental & Clear Aligners ▲Demand
D.BK · Demand · Positive Strong foreign customer purchasing power (60-70% of revenue, ~10% growth) offsets a 3-4% domestic contraction, supporting the 10% 2026 revenue growth target.
D.BK · Capital · Positive Company qualifies to move from mai to the SET, which will raise its profile and attract institutional investors and analyst coverage.
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CVS Health Raises 2026 Revenue and Earnings Guidance
CVS Health now projects 2026 revenues of at least $414 billion, up from its earlier projection of at least $405 billion, and boosted adjusted earnings guidance to $7.90-$8.10 from $7.30-$7.50. The company said it still faces reimbursement pressure across its government, retail pharmacy and PBM businesses, and that the 2027 Medicare Advantage payment update is insufficient to fully offset underlying medical cost trends. In the second quarter, same-store front-store sales rose just 1% year over year, while the Pharmacy & Consumer Wellness segment's growth was offset by regulatory-related price reductions, generic introductions and pharmacy reimbursement pressure. In a peer update, Align Technology recorded an estimated $37.5 million liability, including interest, after the U.K. Upper Tribunal in July 2026 overturned the prior VAT-exemption ruling for clear aligners, and will apply 20% VAT to applicable U.K. Invisalign aligners and Vivera retainers from Sept. 7, 2026, without changing list prices. Cardinal Health said a prolonged conflict in Iran could move its Global Medical Products and Distribution segment toward the lower end of its $200 million to $220 million segment profit range.
About megatrends
Aging Population › Dental & Clear Aligners ▼Regulation
CVS · Capital · Positive CVS raised its 2026 revenue guidance to at least $414 billion and adjusted EPS guidance to $7.90-$8.10.
ALGN · Regulation · Negative U.K. Upper Tribunal overturned the VAT-exemption ruling for clear aligners, imposing 20% VAT on applicable U.K. Invisalign aligners and Vivera retainers, creating an estimated $37.5 million liability.
CAH · Geopolitics · Negative A prolonged conflict in Iran could push its Global Medical Products and Distribution segment toward the lower end of its $200-220 million profit range.