Fallen Consumer Franchises: High Cash Yield

Several household consumer names trade well below their 52-week highs while still producing strong free cash flow. Analyst targets sit above the current prices for most of them. Weak spending sentiment has pushed the group down, which sets up a mean-reversion basket in a market where QQQ is about 6.6% below its high. Launch basket (equal weight): BKNG, UBER, HD, PEP, MCD, NKE 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.