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A surplus of food outbreaks, but no toilet paper shortages (for now)

BULLISH by u/69420182 | Aug 21, 2026 | 0↑ 0 comments | 16 views | VIEW ON REDDIT
$KMB$PG$CLX$CALM$KR
$KMB KIMBERLY-CLARK CORPORATION CONSUMER DEFENSIVE EQUITY SIMULATION
$109.31
+0.62 (+0.57%)
LAST PRICE · 15 MIN DELAY
DAY CHG +0.57%
5D CHG -0.98%
30D CHG -3.27%
$PG PROCTER & GAMBLE COMPANY (THE) CONSUMER DEFENSIVE EQUITY SIMULATION
$146.21
+1.09 (+0.75%)
LAST PRICE · 15 MIN DELAY
DAY CHG +0.75%
5D CHG -0.27%
30D CHG -0.51%
$CLX CLOROX COMPANY (THE) CONSUMER DEFENSIVE EQUITY SIMULATION
$106.69
+0.65 (+0.61%)
LAST PRICE · 15 MIN DELAY
DAY CHG +0.61%
5D CHG +0.94%
30D CHG +10.99%
$CALM CAL-MAINE FOODS, INC. CONSUMER DEFENSIVE EQUITY SIMULATION
$82.80
+0.37 (+0.45%)
LAST PRICE · 15 MIN DELAY
DAY CHG +0.45%
5D CHG +2.11%
30D CHG -2.81%
$KR KROGER COMPANY (THE) CONSUMER DEFENSIVE EQUITY SIMULATION
$57.90
+1.58 (+2.81%)
LAST PRICE · 15 MIN DELAY
DAY CHG +2.81%
5D CHG +2.13%
30D CHG +0.08%
AI SUMMARY — A pattern of frequent food safety outbreaks (botulism, Salmonella, E. coli, Listeria) across multiple categories since January occurring on a regular 3-4 week schedule, yet toilet paper and household cleaning supplies show no shortages despite increased demand from illness. The post suggests playing increased household supplies demand through tissue/paper product manufacturers and grocery chains exposed to recalls.
TICKERKMB USERu/69420182
RATING BULLISH ENTRY $109.21
POSITION 18 sh SYN BOOK VAL $1998.17
CURRENT $109.31 P&L % +0.09%
CURR VAL $2000.00 P&L $ +1.83
TICKERPG USERu/69420182
RATING BULLISH ENTRY $143.99
POSITION 13 sh SYN BOOK VAL $1990.46
CURRENT $146.21 P&L % +1.54%
CURR VAL $2021.15 P&L $ +30.69
TICKERCLX USERu/69420182
RATING BULLISH ENTRY $106.57
POSITION 18 sh SYN BOOK VAL $1997.75
CURRENT $106.69 P&L % +0.11%
CURR VAL $2000.00 P&L $ +2.25
TICKERCALM USERu/69420182
RATING BULLISH ENTRY $84.18
POSITION 24 sh SYN BOOK VAL $2033.33
CURRENT $82.80 P&L % -1.64%
CURR VAL $2000.00 P&L $ -33.33
TICKERKR USERu/69420182
RATING BULLISH ENTRY $57.63
POSITION 34 sh SYN BOOK VAL $1990.67
CURRENT $57.90 P&L % +0.47%
CURR VAL $2000.00 P&L $ +9.33

Jan 9 — Sea Moss Gel, botulism

Jan 16 — Canned tuna, botulism, recall expanded after round one missed the real scope

Jan 23 — Chia seeds, Salmonella

Feb 11 — Atlantic Salmon, Listeria

July — Shell eggs, Midwest Poultry Services: 98 confirmed sick, 26 hospitalized, 17 states, Kroger and Cal-Maine brands both named

July — GreenWise organic blueberries at Publix, E. coli, recall expanded again two weeks later

Summer — Taylor Farms shredded lettuce, Cyclospora, reportedly thousands sick

Aug 8–10 — Jalapeños from Sinaloa via Coast Citrus Distributors, Salmonella Javiana, 431 confirmed across 32 states, 57 hospitalized, CDC's own page says the real total is likely higher

Aug 17 — Two alerts same week: unauthorized fish skin crackers from China, and an FSIS alert for jalapeño-contaminated meat and poultry

Ten categories. Eggs, produce, seafood, dairy, poultry, snacks. Ten different pathogens. No shared cause named publicly. Landing roughly every 3–4 weeks, all year, on a schedule most subscription boxes would envy.

...and zero toilet paper shortages...

No restocking gaps, no Charmin SKU shortfalls, all year, during the exact stretch this country could not stop being sick.

The play: (if I actually had money)

Long the demand side: $KMB (Cottonelle, Scott), $PG (Charmin, Bounty), $CLX (people are bleaching everything too), $CALM (Cal-Maine, sits in the blast radius of every egg headline this year), $KR (named directly in the July egg recall distribution list)

Shares, not options. Holding through the next advisory. There's \\always\\ the next one.