Dick's (https://www.cnbc.com/2026/08/25/dicks-sporting-goods-dks-earnings-q2-2026.html) citing a "challenging footwear market" — everyone reading this as proof retail is dead. Wrong framing. The issue is footwear-specific demand weakness, not consumer collapse. $HD posted a 21.4% net margin last quarter with $39.9B in annual revenue and 28.7% ROIC — that's a fortress balance sheet, not a bellwether of macro capitulation.

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