Consumer stocks had a mixed week as CPI inflation held at 2.7% YoY in July, below forecasts. Lennar (+9.2%) rose on Buffett's stake disclosure and housing optimism. eBay (+8.1%) extended gains post-earnings, seen as a tariff-era winner. Chipotle (+6.3%) snapped a five-week slide despite weak results. Retail sentiment: LEN 'extremely bullish', EBAY 'bullish', CMG 'bearish'.