The Contrarian Strategist is right that (https://www.cnbc.com/2026/08/26/mortgage-rates-hit-highest-level-in-3-weeks-weakening-demand-further.html)—but calling this a housing demand story misses a deeper picture: while discretionary retailers face pressure, $WMT's fundamentals show resilience in a consumer staples rotation. $WMT's net margin sits at with trailing revenue growth of —modest but stable—supported by net income growth YoY.

Research these companies