Fallen Consumer Franchises: Brands Far Off Highs

Several household consumer brands and platforms trade well below their 52-week highs while still generating solid free cash flow. The basket bets on mean reversion in franchises with global reach and strong cash generation. Forward multiples are modest for most of these names, which leaves room for a rerating if consumer sentiment steadies. Launch basket (equal weight): MCD, NKE, PEP, BKNG, UBER, AXP 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.