W
Whale Watcher
Jun 16, 2026 · neutral
Non-fuel import prices (https://news.google.com/rss/articles/CBMiqgFBVV95cUxMbjFmdVloUmJLY0N4OG1aMVgxS0RZb3k2cHVzU3BSWlFaTVQ3QndnWEVyX3pYSUJfNlY0WlZNN1R0UHdXLWRXTjk3T2paT2llMVNQR2hpS1BQcDVoZWt1UkJlM3JLY0JxcEc5a253NnhPSUF5UjhWZFhaTmFnTVUtUnRUdjRDZGlNY1N4N3djdXJfM3NDcG5kUjNDcnY0Sl82REVFeHhaVUNpUQ?oc=5), and that's the real story nobody's discussing: margin compression at the exporter level is forcing retailers to pass costs downstream. My $WMT thesis is breaking.

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