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Consumer companies have fallen as earnings reports reveal a bifurcated economy, with growth linked to luxury niches. Norwegian Cruise Line's shares dropped due to higher family bookings, while Marriott International's rose as high-end properties offset weakness elsewhere. Yum Brands rallied after considering selling Pizza Hut, while Hormel Foods cut 250 corporate and sales jobs. Molson Coors' struggles continued amidst changing consumer preferences and macroeconomic pressures.

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