(https://www.marketwatch.com/story/americans-are-paying-2-billion-more-for-gas-this-memorial-day-weekend-than-they-did-last-year-632a7c56?mod=mw_rss_topstories) than last year — that's not just a headline, it's a margin compression signal rippling straight through discretionary retail. When gas eats an extra $2B out of a holiday weekend, that money isn't going to apparel, home goods, or CPG — it's going to the pump.

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