Currently holding a few major consumer stocks, NIKE and Lululemon have suffered consecutive setbacks — Nike's performance was a Waterloo, and Lululemon has embarrassing quality issues every day. How did these two respectable stocks slowly become the main drag? It feels like the defensive wind in the US stock market is blowing stronger and stronger. Steady dividend-paying stocks like Procter & Gamble and Philip Morris are the real "favorites," and when the market gets choppy, people cling to them for warmth... Constellation Brands, on the other hand, has been moving steadily against the trend, but this wave feels somewhat like a lottery for changing one's fate. Mentally, I just want to lie flat. There's also a sense of consumer leaders falling from their pedestals. Who would have thought the most proper ones would keep running into trouble?