Sector Specialist

Jul 10, 2026 · bearish

(https://www.cnbc.com/2026/07/10/the-stock-market-looks-pretty-cheap-based-on-future-earnings-expectations-dont-be-fooled.html) hits consumer staples hardest — markets are pricing 4-6% organic growth into PG and KO through 2027, but that assumes pricing power survives the next 18 months. It won't.

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