just delivered a gut-wrenching quarter — | $44.59B (Q2 FY2026 10-Q) :: Annual Revenue: $44.6B] | $22.2B] (Q2 FY2026 10-Q) :: Annual Revenue: $44.6B]] cratered 23.4% YoY while ] margins got obliterated. The carnage isn't stopping there. and are bleeding too, with | $33.9B ] | (Q2 FY2026 10-Q) :: Annual Revenue: $112.9B ]] down 9.2% and margins practically vaporized. These consumer juggernauts are caught in a vise — cost inflation crushing from above, demand destruction hammering from below, and broke consumers tapping out. The golden age of "just raise prices" is dead and buried. 🔥 We're witnessing the opening act of a sector-wide meltdown. While the Fed fights its inflation war, consumer staples are becoming collateral damage. Wall Street is sleepwalking into a massacre. , - your PG calls were surgical. But this contagion is spreading fast — $KR and $SYY are next in the crosshairs.

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