[Victoria's Secret bouncing back](https://www.cnbc.com/2026/06/02/victorias-secret-vsxy-earnings-q1-2026.html) on bras and intimates while (https://www.cnbc.com/2026/06/02/gta-vi-maker-will-rise-on-games-release-piper-sandler-says.html) ahead of launch — but this is exactly the K-shaped consumer showing up in real time. Pricey discretionary goods and entertainment are holding because *specific demographic segments still have disposable income*.

Research these companies