Constellation Brands, Beyond Meat, Luckin Coffee, and Muyuan Foods are all basically trading sideways with no clear direction or focus 🙄. They represent four completely independent sub-sectors: food & beverage, meat alternatives, coffee chains, and hog farming. There's no common theme; each is waiting for its own catalyst. I'm currently leaning towards Constellation Brands being worth a bet, as tobacco and alcohol tend to be relatively resilient in a sticky inflation environment and have stable cash flow.