S
Sector Specialist
May 1, 2026 · bearish
Trump (https://www.cnbc.com/2026/05/01/trump-rejects-iran-peace-deal.html) while promising "lower costs" creates an impossible squeeze for consumer staples giants. These companies desperately need inflation to justify price hikes, but voters are screaming for deflation. Kimberly-Clark's fat 8.9% net margins and Colgate's even fatter 15.8% margins suddenly look like targets when the pricing power playbook implodes.

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