It’s not just $CMG dropping.
Even fast food is dropping
Wendy’s has been smashed and they probably have the best food of them all.
It all comes back to the consumer pic.twitter.com/wCURBOAS19
— QE Infinity (@StealthQE4) November 1, 2025
🚨MORGAN STANLEY: THE BULL MARKET IS ABOUT TO END.
Andrew Slimmon says we’re in the late stages of the cycle, and a Fed rate cut could make this bull run end sooner. pic.twitter.com/JrWko5xsdA
— Coin Bureau (@coinbureau) November 1, 2025
Are same store sales broken down by table? pic.twitter.com/D4FDvOse3Y
— Dukeness (@dukeness) November 1, 2025
Fast food and gas companies will show recession when everything else shows that the economy is fine. https://t.co/OvTwMcJcsv
— Kevin Malone (@Malone_Wealth) November 1, 2025
The economy is FINISHED. pic.twitter.com/ODVhpZifrM
— Spencer Hakimian (@SpencerHakimian) November 1, 2025
Historically the safest part of the market were always the consumer staple stocks
They pay great dividends and sell products that are considered necessities for the consumer
This narrative has been blown up because the consumer has died
The market is telling you this below: https://t.co/eo9DYIBv2a
— QE Infinity (@StealthQE4) November 1, 2025
Recent performance: The Consumer Staples sector dropped 3.7% over the past week, with major names like Walmart falling 4.4%
https://simplywall.st/markets/us/consumer-staples
https://finance.yahoo.com/news/stock-market-news-oct-30-134500185.html
Berkshire Hathaway did not repurchase any stock in Q3 2025. pic.twitter.com/2LLWJPSRtH
— Kevin Carpenter (@kejca) November 1, 2025
“A particularly challenged cohort is the 25- to 35-year-old age group,” CEO Scott Boatwright said. “This group is facing several headwinds, including unemployment, increased due loan repayment and slower real wage growth.”
Food prices rose faster than overall inflation. The CPI for all food increased 0.4 percent from July 2025 to August 2025. Food prices in August 2025 were 3.2 percent higher than in August 2024.
The level of food price inflation varies depending on whether the food was purchased for consumption at home or away from home:
- The food-at-home (grocery store or supermarket food purchases) CPI increased 0.4 percent from July 2025 to August 2025 and was 2.7 percent higher than in August 2024.
- The food-away-from-home (restaurant and other foodservice purchases) CPI increased 0.3 percent from July 2025 to August 2025 and was 3.9 percent higher than in August 2024.
https://www.ers.usda.gov/data-products/food-price-outlook/summary-findings