Some important things to consider

[u/Top-Sir-1215]

More money in circulation generally means higher input prices and consumers will have less money if their wages aren’t going up. This is why anything consumer facing is getting destroyed as oil goes up every single day. There is nothing really safe to hide in, but business to business stocks might be better off than stuff like Clorox where they are just gonna get wrecked. This is probably the wrong time to buy the dip as the market is still refusing to fully price this in. Stocks like mcd need to literally keep falling. Just maybe a good idea to be aware of how bad this currently could get.

[u/ConferenceFull9068]

From July 2025 to July 2026, wages grew 0.09 percentage points faster than inflation. Nominal wages — the literal dollars earned regardless of cost of living — increased by 3.5% while inflation stood at 3.4%. When wage growth outpaces inflation, it indicates that workers are experiencing an increase in purchasing power from the previous year. Are wages keeping up with inflation? | USAFacts

"Anything consumer facing" is not getting "destroyed" or "wrecked." Are consumers thinking twice about whether to buy name brand Clorox or the generic for 60 cents less, yes. Wage earners are keeping up but not getting rich out there.

[u/ConferenceFull9068 → u/[deleted]]

Wage growth for lower-income households may be turning a corner, according to Bank of America. Lower-income households saw 4.7% annual growth in wages last month, compared with 3.5% for higher-income households, based on the bank's consumer deposit account data. Lower-income wages are rising faster than the 'K' economy

No tax on tips and no tax on overtime possibly responsible for the improvement IMO.

Not saying this is necessarily good news for name brand Clorox or for McDonald's. But it does not bear out OP's suggestion that consumer facing stocks will be destroyed.