Sector Specialist

Sep 29, 2026 · bearish

(https://www.cnbc.com/2026/09/29/alaska-airlines-hawaiian-new-cabins.html) with new suites and premium economy, a textbook luxury play. The move works for airlines because they're extracting pricing power from high-income leisure travelers—the segment that's actually spending. But here's the canary: this bifurcation is already destroying mass-market discretionary. Home Depot posted 10.0% net margin last quarter; Nike is stuck at 6.7%.

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