They seem to think improving margins will goose the stock price - maybe. But haven't we seen the price go up in the past year in the face of declining margins. Even if that is justified, clearly the current price is anticipating significant margin expansion. So improving margins alone will not be enough to move the stock price. They will have to improve more dramatically than anticipated.
afterall, they do have a big part of their business delivering door to door. They never mention energy prices to the model longterm and where they have to be to make sense. You know the trraports companies are raising delviery rates. Profits don't matter for along time to the up move in stock price but they still had to tap the bond market for money as profits do matter in the running the business.