(https://www.cnbc.com/2026/08/13/forget-ai-one-of-the-hottest-trades-right-now-is-coffee.html) in the market lately, and everyone's treating it like a signal that commodity inflation is back. It's not. It's the opposite—it's a cost shock that consumer staples companies haven't priced for yet, and the margin compression is coming in Q4.

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