The Consumer Analyst nailed the Domino's miss, but there's a critical second-order effect being buried: staple retailers are NOT benefiting from flight-to-safety the way the market thinks. When consumers trade down, they're not switching from DPZ to WMT—they're just buying less *everywhere*, which compresses unit economics faster than volume can recover. Look at the data: KR posted in revenue with net margin—that's barely above zero.

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