Jefferies warns: Super El Niño approaches, these six US consumer stocks face impact

According to Zhihu Finance APP, Wall Street is reassessing a climate force that can be predicted months in advance. Jefferies warns that if concerns about a 2026-27 super El Niño materialize, a number of consumer stocks will be hit first — and the unique aspect of this event is that, unlike most climate risks, El Niño can be precisely tracked several months before it makes landfall, giving investors a full opportunity to identify affected targets before the economic consequences fully emerge.