Axios

First Thin Mints, now national membership dues.

Zoom in: The price to be a part of Girl Scouts of the USA is set to rise.

Chick-fil-A has gone Hollywood, launching a new app to serve original content including games, shows and podcasts.

Why it matters: This is the modern-day equivalent of the Happy Meal toy — a brand extension that helps the chain stay connected to customers even when they're not at the restaurant.

Kenvue, the maker of Tylenol, Band-Aid and Listerine spun out from Johnson and Johnson last year, is under pressure from activist investor Starboard Value, WSJ reported today.

What we're watching: While Starboard's stake in the company hasn't been disclosed, the activist's chief, Jeff Smith, is expected to disclose the campaign thesis at an industry conference tomorrow, people familiar with the matter told the paper.

• Prior to today, Kenvue shares have only gained less than 1% this year, compared to over 23% growth for the broader S&P 500.

Artificial intelligence (AI) and software are rapidly transforming the defense sector, and GE Aerospace is laser-focused on helping its defense customers use AI to increase readiness, life-cycle costs and make critical decisions.

GE Aerospace's Chief Information Officer of Defense & System Jess Salzbrun highlights how the company's use of AI is enhancing its capabilities — from improving predictive maintenance to developing innovative solutions for the U.S. military.

The Social Security trust fund is on track to run out of money in a decade — but that day would come three years earlier if several of former President Trump's proposed policies are enacted, according to new analysis from a fiscal watchdog group.

The big picture: Under current law, the trust fund is set to be depleted in 2034, triggering automatic benefit cuts absent Congressional action. Trump's policies would move that day of reckoning to 2031, Committee for a Responsible Federal Budget finds.

TPG is in the early stages of raising a sports-focused fund, Axios has learned from multiple sources.

Why it matters: This illustrates how even legacy private equity has caught the sports bug, whether that means buying teams, media rights, real estate, or ancillary services.

Health insurance giants Cigna and Humana have rekindled merger talks that they had abandoned late last year, as first reported by Bloomberg and confirmed by Axios.

Why it matters: This would create a new titan in a health-care industry dominated by them, rivaling current insurance leaders UnitedHealth and Aetna.

Here's a puzzle: Working from home appears to make people feel more alone, but forcing them back to the office full-time won't necessarily make them feel better, according to new research published in the Harvard Business Review.

Why it matters: Loneliness is a huge societal issue with often devastating health and cultural fallout, as the U.S. Surgeon General has warned — and in the workplace it can be particularly damaging.