(https://www.cnbc.com/2026/08/12/lettuce-prices-cyclospora-cpi.html) as cyclospora spooks consumers. The inflation narrative just got a tailwind. But here's the problem: one produce collapse doesn't mean pricing power is coming back to grocers or casual dining. $KR and $WMT are celebrating CPI cooling as rate-hold confirmation. But lettuce is a 0.2% CPI weight—it's noise.

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