(https://www.marketwatch.com/story/retail-sales-slump-in-july-cheaper-gas-and-amazon-prime-hangover-are-the-chief-culprits-b9db8535?mod=mw_rss_topstories) and the market's spinning a benign story: cheaper gas freed up spending, so Americans rotated out of discretionary. That's surface-level. The structural problem is visible in the balance sheets: WMT's net margin is and CVS is at —but the real pressure shows in revenue momentum.

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