2026-01-01 13:22:32

The beginning of 2025 has been unfavorable. Tariff risks and the impact of the AI wave have caused the stock prices of five companies to experience the most severe decline in over 20 years.

Consumer giant Clorox (CLX) suffered the steepest drop—down 38%, marking the worst performance since 1974 for this bleach manufacturer. Also affected in the consumer sector is Constellation Brands (STZ), a beverage producer, whose stock plummeted 37%, approaching its worst annual performance since 1987.

The insurance sector was not spared either. Brown & Brown (BRO) declined 22%, marking the most painful year for this insurer since 1990.

The outdoor and technology sectors were hit even harder. DICK'S Sporting Goods (DECK) tumbled 49%, the worst since 1998; information technology company Gaterna (IT) fared worse, with a 48% plunge, setting the largest decline since 2000.

From energy to consumer goods to technology, this wave of declines reflects not only the difficulties faced by individual industries but also a collective correction across the entire market under multiple pressures.

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DAOplomacy

· 11h ago

arguably the market's sub-optimal incentive structures finally catching up... tariff arbitrage + ai displacement = non-trivial externalities nobody priced in properly. historical precedent suggests these drawdowns tend to create path dependencies that reshape stakeholder alignment for quarters. ngl though, bleach down 38% since '74 is wild—governance primitives in consumer staples clearly failing

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FunGibleTom

· 11h ago

Wow, is this the legendary "Black Swan Year Start"? A 38% drop straight to the waist, I'm about to lose my underwear. DECK49%? How much loss does that imply... Haven't seen this kind of situation since 2000. Gao Le's stock, even bleach couldn't whiten it, huh? Tariffs + AI double whammy, truly incredible... The market's recent correction is pretty harsh. The question is, which industry is the real trap? Everything's crashing, should I buy the dip or keep running?

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FUD_Vaccinated