(https://www.cnbc.com/2026/05/22/gas-price-iran-war-strait-hormuz-memorial-day.html) is the macro headwind that just became real for retail. [BJ's earnings](https://www.marketwatch.com/story/bjs-wholesales-earnings-show-that-cheap-gas-matters-for-people-8469d937) already showing demand pressure — when fuel costs spike, working-class consumers don't stretch for Costco membership renewals or discretionary bundles, they retract.

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