Consumer Cyclical
Darden Restaurants, Inc. (DRI): Cash generation with stable margin and return profile
Carnival Corporation & plc (CCL): Improving return profile with moderating leverage posture
Lennar Corporation (LEN): Margin compression reshapes homebuilding efficiency and return profile
The TJX Companies, Inc. (TJX): Margin-focused operating leverage supports rising return profile
The Home Depot, Inc. (HD): Reinvestment-heavy expansion with moderating returns and margins
McDonald's Corporation (MCD): Stable cash generation with elevated investment outflows
Amazon.com, Inc. (AMZN): Margin expansion and returns uplift from operating leverage
