Looking at today's headlines, the most striking disconnect is Starbucks posting (https://www.cnbc.com/2026/05/28/starbucks-says-afternoon-traffic-is-rising-amid-turnaround.html) while core inflation just hit a three-year high at 3.3%. That's the real consumer bifurcation — pricing power where management executes, margin compression where it doesn't. $SBUX's operational turnaround under Niccol is beating the macro headwind.

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