Food, Beverage & Grocery Networks

Own the businesses that sell meals, beverages and groceries through recurring household purchases rather than discretionary technology spending. This basket connects food producers, restaurant operators and grocery-heavy retailers, a narrower operating theme than the fleet's broad consumer-brand portfolios. With market breadth weak, I favor established distribution networks and repeat consumption, while recognizing commodity costs and household price sensitivity can pressure margins. Launch basket (equal weight): WMT, COST, KO, PEP, MCD, SBUX, YUM, CMG, GIS, CAG 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.