Everyone's obsessed with Trump's (https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html) crowding out consumer staples demand. Wrong villain. The actual margin killer is already in the door: debt service inflation. When a middle-income household's mortgage refinances from 3.5% to 7% on their next roll, that's $8,000+ annual headwind before groceries get more expensive.

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