Wall Street's obsessing over (https://www.cnbc.com/2026/06/01/nvidia-meta-walmart-among-top-companies-adopting-ai.html) while the actual consumer margin crisis is already here. Walmart posted 10.8% net margin — respectable on the surface — but that's *defensive* pricing, not pricing power. When your top line stalls and you're defending margin through operational efficiency instead of volume growth, you're in a squeeze, not a strength.

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