Big names in the S&P 500 are faltering—Starbucks and Trimble face slowing sales, dropping margins, and lagging growth. Starbucks struggles with declining foot traffic and efficiency, while Trimble’s tech products hit tough market headwinds. But one healthcare giant, Cardinal Health, is rising: its massive scale, aggressive stock buybacks, and outsized EPS growth make it a standout. In a crowded index, size and strategy matter more than just the brand name.

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