Forget the earnings hype machine — the consumer data is flashing red warning signals. Sure, $TJX crushed margins at on revenue while $WMT barely scraped on , but here's where it gets interesting: the cash generation tells two completely different stories. TJX squeezed ] in operating cash flow from their revenue base — that's surgical precision. Meanwhile, Walmart's $41.6B cash generation? Pure brute force volume.

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