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Albertsons has the scale, loyalty data, Own Brands, and cash flow to rebuild a standalone grocery thesis after the failed Kroger deal. The tension is whether low-margin retail, pharmacy headwinds, labor costs, debt, opioid charges, and capital returns leave en
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SEC filings, financial facts, source resources, and Goglides workspace context for Electronic Arts Inc..
OpenElectronic Arts reported FY2026 revenue of $7.5 billion, operating income of $1.2 billion and operating cash flow of $2.6 billion. The thesis depends on sports franchises, live services, player engagement, new game execution and disciplined content investment.
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