Jack of All Trades: SKORE 01.30.2026
Friday bifurcation: Premium consumers strong (MA cross-border +14%, SBUX comps +4% first growth 8 qtrs). Value-Added Services boom (MA VAS +23%, SBUX Rewards 35.5M). Commodities compress (energy earnings -20-30% on oil -15%). Economy splits: experiences/services premium vs goods deflation