Oil +4.4% to $105 absolutely drubbed the consumer to death today. After the consumer died, oil followed them to the after life and then beat them again. We had a minor drawdown of 22bps — but the cracking of the consumer today was intense. Here are some notable ones.WING -11%CBRL -10.5%BOBS -10%BOOT -10%ARHS -9%CAVA -8%CAKE...Read More