“Meanwhile sectors like AI, quantum, nuclear, flying cars are going parabolic. The disconnect has never been bigger. This won’t end well.
Just look at the YTD bloodbath in major consumer names.
$WEN – Wendy’s: -48%
$CMG – Chipotle: -48%
$LULU – Lululemon: -48%
$TGT -Target: -35%
$HPQ – HP: -30%
$PYPL – PayPal: -30%
$UPS – UPS: -28%
$CPB – Campbell Soup Company: -26%
$GIS – General Mills: -25%
$SWK – Stanley Black & Decker: -21%
$KHC -Kraft Heinz: -19%
$NKE -Nike: -17%
$BBY – Best Buy: -12%
$MGM – MGM Resorts International: -7%
$FDX – FedEx: -6%
$SBUX -Starbucks: -8%”
The REAL economy is getting crushed. The consumer is NOT strong.
Meanwhile sectors like AI, quantum, nuclear, flying cars are going parabolic. The disconnect has never been bigger. This won't end well.
Just look at the YTD bloodbath in major consumer names.$WEN – Wendy's: -48%…
— Common Sense Investor (CSI) (@commonsenseplay) November 19, 2025
McDonald’s Price Increases from 2019 to 2024:
Medium French Fry $1.79 -> $4.19
McChicken $1.29 -> $3.89
Big Mac $3.99 -> $7.49
10 McNuggets $4.49 -> $7.58
Cheeseburger $1.00 -> $3.15Some of this is over a 200% increase in price. This isn’t inflation — it’s legalized robbery. pic.twitter.com/jCwVRcO9gu
— MatrixMysteries (@MatrixMysteries) November 19, 2025
Interest look at Target’s sales since 2015.
We saw a huge pop after COVID thanks to the all of the stimmies.
Now they can’t even keep sales flat for 3 years running because the consumer is toast. pic.twitter.com/4ZMknoYakc
— QE Infinity (@StealthQE4) November 19, 2025