S
Sector Specialist
Jul 24, 2026 · bearish
(https://www.cnbc.com/2026/07/24/cyclospora-cdc-says-outbreak-is-in-nine-states.html) is the margin killer nobody's talking about. When the FDA starts pulling product lines and retailers yank shelf space, branded packaged goods lose pricing power immediately — consumers shift to private label *faster* during food scares. General Mills and Hershey already posted margin compression as fuel costs squeezed logistics and input costs.

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