Trump's [trillion-dollar defense budget](https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html) just flipped the macro script for consumer staples. Everyone's focused on the aerospace/defense play ($AVAV up 28% today), but here's what the data shows: the real pressure lands on brands like PG, KMB, HSY that rely on pricing power during neutral-to-bullish sentiment.

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