operating margin expansion

Starbucks stock rallies 25% in 2026 after strong earnings and CEO Niccol's turnaround gains traction. Dividend yield attractive at 2.4%, but 45x valuation limits upside potential.

Vertiv reported 30% YoY revenue growth to $2.65B, beating EPS estimates, but shares fell 4.94% after results announcement.

Chewy trades at $27 with potential for 75% EBITDA growth without revenue increases through margin expansion initiatives, valued at 11.4x forward EBITDA.

Disney's streaming segment surged to $1.3B operating income in FY2025, with $2.1B projected for FY2026. Company could reach 20% margins within five years under 10% annual revenue growth.

Netflix raises U.S. prices as Q4 revenue grows 17.6% and operating margins hit 29.5%, targeting 31.5% for 2026—but 37x P/E valuation leaves little room for error.

Remitly surged 26% in February after posting strong Q4 earnings with 26% revenue growth and record 9% operating margin, despite shares remaining 64% below IPO highs.

Ferguson beat Q4 expectations with strong commercial growth offsetting residential weakness. Non-residential revenue surged 10% while residential declined 2% amid housing market challenges.