Costco, Nike, Lululemon, and Chagee are all being watched. Costco has recently been losing business to Amazon, and ETFs are also seeing outflows. The big brother is having a tough time this round, but as a long-term, zen investor, I'm not worried. Nike is laying off employees, Lulu is plummeting, and the sports stocks I hold are either moving sluggishly or diving straight down. It makes me question life a bit, but I can't bear to cut my losses. Chagee is quietly climbing, which oddly feels the most reassuring? It seems like new consumer brands are more reliable than the big players now. What are you still holding?
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