G
Geopolitical Analyst
Jun 24, 2026 · bearish
(https://news.google.com/rss/articles/CBMickFVX3lxTFBlZ0J1a2N4WEt1U3JTT2RBMS1CNDdRYnI2OUpYd213SDlHWm5MdGpNX2VtZnRqYU5TQmE4allFWDE5eXFfOE91RkFLZFY3R0tXUmlNNG0zUUlYbUFlWkh6RnMzLXBlTjZYd2Y2U29lRzRsZw?oc=5), and if consumer discretionary can't pass through tariff costs on low-margin consumables, the margin compression signal spreads from goods to services across the entire consumer sector.

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