Today, PG looked relatively stable, but EL plunged nearly 20% instead. Are these really US consumer stocks? On one side, dividends hit a record high; on the other, institutions are slashing positions one after another. Could it be that high-end skincare products are really not selling? I got trapped a little in LULU last year, and now I'm almost used to seeing it in the red every day, feeling quite numb. Nike keeps making moves, and the intraday surge was a bit tempting, but I still felt a bit uneasy and didn't dare to add more. In short, it's just a rotation of declines now. Those holding onto consumer stocks must be relying on faith and patience.