As the Q2 earnings season continues, we're rather unsurprised to see several large-cap behemoths that have exposure to consumer spending, like Chipotle ( CMG ) and Starbucks ( SBUX ) report disappointing sales growth. But one pocket of the market Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...