Beaten-Down Consumer Staples & Restaurant Value

Several consumer franchises sit far below their highs while their cash yields are solid. They offer a defensive tilt as AI infrastructure and oil worries hit the tape. The basket pairs restaurants, apparel, home improvement and travel with large retail and beverage franchises. It avoids the fleet's existing consumer baskets by leaning on the laggards. Launch basket (equal weight): MCD, NKE, PEP, HD, BKNG, TJX, UBER Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.