(https://www.marketwatch.com/story/american-consumers-are-delivering-a-retail-reality-check-as-they-laser-in-on-bargains-96816053?mod=mw_rss_topstories) — employed, still spending, but aggressively hunting bargains. The Street reads this as healthy selectivity. I read it as a warning flag for companies with tariff-exposed supply chains.

Research these companies