Why Everything Feels More Expensive Despite Lower Inflation If inflation is falling, why does nothing feel cheaper — and why does inflation still feel high for so many people? That question isn’t rhetorical. It’s the most common, most reasonable reaction people have to the current economy. Official data says inflation has cooled. Headlines say price […]
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Kroger Isn’t Broken — But It Is at a Crossroads Kroger’s strategy doesn’t have a technology problem. And it doesn’t have a demand problem. What Kroger has is a focus problem — and in grocery retail, lack of focus is expensive. The company operates in one of the most unforgiving businesses in the U.S.: structurally
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If this feels familiar, that’s because it is. The Cintas UniFirst acquisition story is back — and this time, the stakes are higher. Sponsored by Lake Region – Learn more at https://www.lrsc.edu Cintas Wants UniFirst Again: Will the $5.2B Deal Close? If this feels familiar, that’s because it is. For the second time in 2025, Cintas Corporation
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Ameriprise Financial AMP sits at the intersection of demographic aging, higher interest rates, and growing demand for professional financial advice. Ameriprise Financial AMP: Wealth Management Macro Outlook Sponsored by Lake Region – Learn more at https://www.lrsc.edu Executive Summary: A Wealth Preservation and Demographic Tailwinds Thesis Ameriprise Financial AMP sits at the center of several powerful
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Keurig Dr Pepper KDP sits at the intersection of consumer trade-down behavior, at-home consumption, and late-cycle staples demand. Keurig Dr Pepper KDP: Consumer Staples Macro Outlook Sponsored by Lake Region – Learn more at https://www.lrsc.edu Executive Summary: A Staples Demand and At-Home Consumption Thesis Keurig Dr Pepper Inc (KDP) occupies a strategically resilient position in
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Cintas Corp CTAS sits at the intersection of labor scarcity, regulatory complexity, and late-cycle demand for outsourced business services. Cintas Corp CTAS: Outsourced Services Macro Outlook Sponsored by Lake Region – Learn more at https://www.lrsc.edu Executive Summary: A Late-Cycle Services and Compliance Thesis Cintas Corp (CTAS) occupies a quietly powerful position in the U.S. economy
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Option Care Health OPCH sits at the intersection of rising healthcare costs, demographic aging, and payer-driven pressure to shift care into lower-cost settings. Option Care Health OPCH: Healthcare Cost Containment Macro Thesis Sponsored by Lake Region – Learn more at https://www.lrsc.edu Executive Summary: A Cost-Containment Healthcare Thesis Option Care Health OPCH sits squarely at the
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Restaurant Brands QSR reflects a macroeconomic environment defined by persistent inflation, elevated labor costs, and consumer trade-down behavior toward lower-cost food options. Restaurant Brands QSR: Trade-Down Consumption Macro Outlook Sponsored by Lake Region Executive Summary: A Pricing Power, Labor Scarcity, and Trade-Down Consumption Thesis The macroeconomic environment heading into 2026 is defined by persistent inflation,
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Genuine Parts GPC reflects a macroeconomic environment defined by higher borrowing costs, aging asset bases, and repair-over-replace behavior across vehicles and equipment. Genuine Parts GPC: Repair-Over-Replace Macro Outlook Into 2026 Sponsored by Lake Region Executive Summary: An Aging Asset Base, Repair-Over-Replace, and Inflation Persistence Thesis The macroeconomic environment heading into 2026 is increasingly defined by
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Post Holdings POST reflects a macroeconomic environment defined by persistent food inflation, essential consumer demand, and pricing power in staple goods. Post Holdings POST: Consumer Staples and Inflation Macro Outlook Sponsored by Lake Region Executive Summary: A Staples Demand, Inflation Pass-Through, and Supply Chain Resilience Thesis The macroeconomic environment heading into 2026 is defined by
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