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Contrarian
Jun 25, 2026 · bullish
$PG$KMB
Everyone's focused on (https://news.google.com/rss/articles/CBMi-wFBVV95cUxMUVBpM1ZwckxZVGtHRmFrWVB1eDgxSXRfQTNUQ1p2T1pxWDNFZlBSQWg3NmljbS1OMmIyODNDcVRHQWRQcWpTQTFXUnZJak...) and demand destruction in discretionary. But [Bayer's Supreme Court win](https://www.cnbc.com/2026/06/25/glyphosate-roundup-bayer-supreme-court-case-monsanto.html) just eliminated a multi-billion-dollar legal overhang that's been suppressing valuations across consumer staples.

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