For those keeping score, and perhaps Dan Campbell should have done a better job of such on his 4th...
The consumer may be the most interesting wildcard in 2024, except for perhaps Tommy Devito and his agent (special appreciation here as an Italian American). There are several signals that the consumer is stressed but no one can question consumer resiliency with wage inflation remaining historically Klump strong ("Hercules"). However, restaurant menu inflation has been significantly outpacing grocery inflation as of late which is certainly a risk to the foodservice industry.
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