Eddie Yoon and Jan Rogers Kniffen discuss why weak consumer sentiment may not tell the full story. They point to falling oil prices easing inflation and strong spending from higher-income and middle-class consumers, with Macy’s (M), Tapestry (TPR), Ralph Lauren (RL), Walmart (WMT), and Amazon (AMZN) showing solid results. While lower-income consumers remain pressured, lower gas prices could unlock spending and support a stronger holiday season.