Top line accelerating.
+7.7% YoY versus +3.7% prior. 3y CAGR +6.8%.
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Consumer Discretionary · Market Cap: $77.0B
Fundamentals as of 2026-05-02
+7.7% YoY versus +3.7% prior. 3y CAGR +6.8%.
Net margin 9.4% versus 9.9% prior (−0.5pp). Operating 11.9%.
P/E 32.2x — 30% above the 5y median of 24.7x. Forward 35.7x signals EPS contraction next year.
FCF $2.2B versus $1.6B prior. FCF margin 10%; 103% of net income; CapEx 27% of OCF.
Net cash $4.6B versus $4.7B prior. Liquidity: current ratio 1.6.
Dividend distribution not reported versus prior comparable. CapEx $819.3M.
Current: 0.00x
Income · Balance · Cash Flow