TSCO & ACI [Misses/Cuts], LVS Missing Low Bar, WH = Good Enough, KDP = Momo Building, Nestle Blowback, Oil Flirting w/ $100, Some Charts: US Consumer Sector Specialist Commentary-20260723
摩根大通·2026-07-23 22:13Briggs Barton - Specialist Sales - US Consumer AC briggs.barton@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 23 July 2026 TSCO & ACI [Misses/Cuts], LVS Missing Low Bar, WH = Good Enough, KDP = Momo Building, Nestle Blowback, Oil Flirting w/ $100, Some Charts Briggs Barton +1 212 622 2677 briggs.barton@jpmorgan.com MORNING UPDATE Morning all, Crude flirting with $100 [+37% in July] and yields up will be unhelpful for the space as the Middle East situation remains a s ...