SNCY
Consolidation in the Skies and Storms in the Shack: A Tale of Two Consumer Discretionary Giants
The consumer discretionary sector witnessed a dramatic start to the week as two industry stalwarts, Sun Country Airlines and Shake Shack, moved in sharply opposite directions. On January 12, 2026, the market was jolted by a definitive merger agreement in the airline space, while the fast-casual dining sector grappled with