Eagle Capital Management stated the following regarding Capital One Financial Corporation (NYSE:COF) in its Q2 2026 investor letter: "The consumer cyclicals and staples companies in this group have idiosyncratic opportunities to drive rapid earnings growth over the coming years. Capital One Financial Corporation (NYSE:COF), one of the largest credit card companies in the U.S., operates the only full-suite scaled digital bank. Last year's acquisition of Discover conferred both significant financial synergies ...