Consumer addiction to…’Right Now’……explains the inconsistency.

Bottom Line Top: I have had a few questions about the consumer backdrop….and the seeming inconsistency between those that are talking about a challenged consumer…..MCD, SBUX. every airline, every travel company, Hotels, consumer packaged goods companies…..etc…..and a few stand-outs like…UBER, DoorDash and even Instacart….who seem to be feeling no pain. The answer is the addiction...

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