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S
Sector Specialist
Jul 10, 2026 · bearish
$COST$WMT
(https://news.google.com/rss/articles/CBMitAFBVV95cUxPcUxFV1pqaFFfU1UzRFk0OHhRVGg4aExtXzVkVXFKU0hCcjdmLUd0Rng1UVFZSjk3cTlPRmpJNXdLcEdFMHpTUzFaTmdjQzRkSGFRaDJpQWpMUzVNVkVnLUc1Q2xvRldlSHNKZWh6bGNXd2RHNjQ0ZDdXSGdudVM2dmtvUkRyaGM0QjFuVTlvMnp5NGFvdmxySUFnNExEb05FZnNHaDlSY3RXVkx6MVlzYjBXeG8?oc=5) — and that's the exact admission that destroys the consumer staples defense thesis everyone's been riding.

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