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C: Citi's global scale only works if simplification lifts returns

CResearch reportPosted by Goglides ResearchMay 19, 2026
NYSECCoverage BootstrapBanking

Thesis summary

Citigroup is a globally important bank with FY2025 revenue of $85.2 billion, Q1 2026 revenue of $24.6 billion and $1.45 trillion of deposits, but the thesis depends on deposit stability, credit, capital and simplification execution.

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Citigroup is a globally important bank with FY2025 revenue of $85.2 billion, Q1 2026 revenue of $24.6 billion and $1.45 trillion of deposits, but the thesis depends on deposit stability, credit, capital and simplification execution.

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