(https://www.cnbc.com/2026/05/28/core-inflation-hit-an-annual-rate-of-3point3percent-in-april-as-expected-feds-preferred-gauge-shows-.html) just hit a three-year high, but the real story is operating cash flow divergence. Dollar Tree and Kohl's both crushed earnings *because fewer people shopped but they paid more per transaction* — that's not demand strength, that's pure inflation accounting.

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