Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"
"“there is no safety margin using the actual data and anticipated steady state level....” — Pharmacology consultant engaged by Scorpion Capital"
"Multiple compression driven by growth deceleration, margin compression, and store repurchases that earn a return below BWLD's cost of capital"
"The Company is promising to improve Adjusted EBITDA margins to 18 – 20% and consistently deliver an Adjusted EBITDA to FCF Conversion of >40%"
"Set forth herein is a table which details our assumptions regarding average unit level 4-Wall EBITDA margins for McOpCo and U.S. Franchisees."
"Southwest’s return to best-in-class margins should drive substantial share price upside of 67% - 87% and c.$3B - 4B of annual free cash flow."
"The Company is promising to improve Adjusted EBITDA margins to 18 – 20% and consistently deliver an Adjusted EBITDA to FCF Conversion of >40%"
"In each of these instances, chronic capex mis-forecasting was a leading indicator of future margin, earnings, and free cash flow contraction."
"Southwest’s return to best-in-class margins should drive substantial share price upside of 67% - 87% and c.$3B - 4B of annual free cash flow."
"Overstated Margins from Day One. CoreWeave assumes EBITDA margins hit 80% immediately, a figure a former CoreWeave engineer called “utopian.”"
"GoDaddy's 2023E EBITDA margin of 25% is significantly below the peer group average of 43%, representing an 18% margin expansion opportunity."
"Southwest’s return to best-in-class margins should drive substantial share price upside of 67% - 87% and c.$3B - 4B of annual free cash flow"
"EBIT margins expanded by >1,000 bps since 2018; company is targeting an average annual increase of 300 bps per year over any few-year period"
"Southwest’s return to best-in-class margins should drive substantial share price upside of 67% - 87% and c.$3B - 4B of annual free cash flow"
"Analysts estimate that gross margins will magically increase, yet none are aware of Axon’s significant exposure to China imports and tariffs"
"In Q3 2018, INGN lowered provisions in two categories, sales returns and bad debts and warranties. Doing so increased gross margin by 1.77%."
"The segment's revenues and margins have been fairly stable because it specializes in multi-year projects, especially offshore and deepwater."
"You’d expect results in excess of the “targets” of 30% annual revenue growth, and improving gross and operating margins. But you’d be wrong."
"Opportunity of ~201 basis points of margin improvement based on reducing the higher channel costs incurred following the launch of TireHub."
"We believe GoDaddy can reach growth + profitability of 40% by Q4'24E through a combination of stable growth and meaningful margin expansion"
"If TheFork is sold at 5x CY26E revenue and Viator improves its EBITDA margins, Tripadvisor trades at just ~3.0x EBITDA on a pro forma basis"
"As a result of the re-work and duplicative manufacturing caused by errors, it is simply implausible that Twist has a positive gross margin."
"The Cognizant Value-Enhancement Plan calls for a 23.0% adjusted operating margin in FY18E, as compared to a 19.7% operating margin in FY15."
"Through consistent revenue growth, proactive cost measures, and improved incremental margins, we believe BILL can be a ‘Rule of 40’ company"
"If TheFork is sold at 5x CY26E revenue and Viator improves its EBITDA margins, Tripadvisor trades at just ~3.0x EBITDA on a pro forma basis"
"We believe GoDaddy can reach growth + profitability of 40% by Q4'24E through a combination of stable growth and meaningful margin expansion"
"We believe GoDaddy can reach growth + profitability of 40% by Q4'24E through a combination of stable growth and meaningful margin expansion"
"Excluding ISRG and these acquisitions, we estimate that UFPT would have grown sales by a marginal 0.4% in 2024 as shown in the table below."
"While these are all thought of as commodity businesses, they are higher margin and much more stable than most commodity chemical companies."
""The unifying mission or thread of this transformation is really the move to a higher margin product mix." — Kay Meggers, December 14, 2016"
"We continue to believe that the opportunity for productivity improvements and margin expansion at Mondelez is significant even beyond 2018"
"It is perplexing that both growth and margins can be down so much – despite better end markets and significant reinvestment opportunities."
"Although we have not included a more efficient kitchen in our margin improvement plan, we believe a large additional opportunity may exist"
"Given the differences in profitability between Target and Wal-Mart, we believe there are opportunities to improve Target's retail margins."
"Although we have not included a more efficient kitchen in our margin improvement plan, we believe a large additional opportunity may exist"
"We continue to believe that the opportunity for productivity improvements and margin expansion at Mondelez is significant even beyond 2018"
"Insist management develop and articulate a clear DTC strategy with tangible goals that will achieve Netflix-like margins of 15-20% by 2027"
"We continue to believe that the opportunity for productivity improvements and margin expansion at Mondelez is significant even beyond 2018"
"We expect 67% - 87% share price upside as Southwest restores its best-in-class margins and we believe a turnaround is eminently achievable"
"Insist management develop and articulate a clear DTC strategy with tangible goals that will achieve Netflix-like margins of 15-20% by 2027"
"In total, 200 bps of margin improvement is expected from reduced compensation and benefits expense through attrition (OR at or below 59%)."
"Significant margin deterioration at First Student since 2009 while National Express grew its North American margins during the same period"
"Taubman's EBITDA margins declined by 230 bps in the first quarter of 2018, while its Class A Mall Peers EBITDA margins increased by 60 bps"
"We continue to believe that the opportunity for productivity improvements and margin expansion at Mondelez is significant even beyond 2018"
"We continue to believe that the opportunity for productivity improvements and margin expansion at Mondelez is significant even beyond 2018"
"It would not be unreasonable for Solventum to consider 75th percentile performance, implying a 27% margin, as an internal stretch target."
"The Company continues to highlight 370bps of operating margin improvement despite it driving only $1 million of gross profit improvement!"
"The extent of IQ’s use of these dual membership programs is abundantly clear when we compare IQ’s ARPU to its gross margin since its IPO."
"This contradicts EDU's frequent mention of its "premium pricing" in China to explain how it is producing 60% gross margins to investors."
"Spruce Point also sees that GFL restated its Adjusted EBITDA to make the USA Waste segment's margins look much better by +2.1% (210bps)."
"Abbott, as the low-cost manufacturer by a factor of 4, can put heavy pressure on Dexcom profits with little downside to its own margins."
"Implement business improvements to achieve operational efficiencies, increase margins and maximize cash flow available to equity holders"
"NIKE is a high quality business that should compound long-term earnings at a high rate due to strong revenue growth and margin expansion"
"This illustrates the fallacy of assuming that 2U’s historical performance will continue going forward in a period of margin compression."
"There's strong evidence the CEO doesn't have a full grasp of Waterpik's numbers, and recent growth is coming at the sacrifice of margin."
"We believe the Company should introduce a 25% EBITDA margin target as a medium-term goal, with the appropriate budgeting and incentives."
"This change in practice could be risky if sales fall below plan or the discount programs don't repeat as it could affect future margins."
"CCME may respond that it has an army of agents serving as proxy salespeople, but that would further call into question its gross margin."
"Take the worst case in the below sensitivity analysis and we see 500k cars with 20% gross margins at a P/E of 20x and the stock is $599."
"NIKE is a high quality business that should compound long-term earnings at a high rate due to strong revenue growth and margin expansion"