2026 Turnaround Stocks: Starbucks, Boeing, Netflix

🔄 Turnaround Investing: Timing Is Everything

"Buy low, sell high."

It's the basic principle of investing, but incredibly hard to execute in practice. Especially with turnaround stocks.

When is the bottom? Can it really recover? There's always uncertainty.

But Barbara Duran has identified three turnaround stocks to watch in 2026.

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☕ Starbucks: Brian Niccol's Magic Touch

Starbucks was the quintessential premium coffee franchise.

But somewhere along the way, it lost its step. Customer experience declined, and operational efficiency became a problem.

Enter Brian Niccol as CEO.

Who is he?

• Successfully turned around Taco Bell
• Successfully turned around Chipotle
• Now it's Starbucks' turn

Changes he's implementing:

• Improving operational efficiency
• Revamping store ambiance and customer experience
• Optimizing staffing

And last quarter, same-store sales turned positive for the first time in nearly two years.

👉 A signal that the turnaround is working.

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✈️ Boeing: Cash Is Finally Coming In

Boeing has been through really tough times since the 2019 737 MAX crisis.

For five years, the stock moved sideways, and "the year of Boeing's comeback" was announced and forgotten every year.

But in the last 4-6 months, deliveries of key aircraft have actually been increasing.

The most important signal?

In 2026, they expect positive free cash flow (FCF) for the first time in a long time.

Quality control has also been strengthened under new management. Uncertainties remain, but the risk-reward ratio is attractive.

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🎬 Netflix: Down 30%, 40% Upside Potential?

Netflix has won the streaming war.

Over 60% of content viewers watch is Netflix originals.

So why did the stock fall 30%?

• Subscriber growth slowdown
• Higher churn rates
• M&A uncertainty (Warner Brothers Discovery, etc.)

Barbara Duran sees this as "noise."

Because Netflix still has many levers to pull.

Especially if they acquire HBO's 100-year content library (Lord of the Rings, Harry Potter, etc.)?

👉 She estimates 40% upside potential from current prices.

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📊 Comparing the Turnaround Trio

Stock	Situation	Key Catalyst
Starbucks	Same-store sales turned positive	Brian Niccol effect kicking in
Boeing	Increased deliveries, improved quality	2026 positive FCF outlook
Netflix	Down 30%, strong originals	Potential HBO library acquisition

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💬 Final Thoughts

The key to turnaround investing is catching when the recovery begins.

Starbucks has already shown the first signal. Boeing is waiting for the definitive metric: cash flow. Netflix could surge significantly depending on M&A outcomes.

All three stocks have something in common:

The risk-reward ratio is attractive.

Of course, turnarounds don't always succeed. But with proper analysis and patience, these opportunities can lead to significant returns. 🚀