核心观点 - Costco延长高管会员购物时间的策略初步显现积极效果 包括提升客流量分布均衡性 缩短单次购物时长并增加月度到店频次 同时吸引更年轻客群 [1][2][3][4][12] 运营策略调整 - 公司在不新增员工的前提下 将高管会员购物时间延长一小时 初期引发员工对策略反弹的担忧 [1] - 该调整使上午9点客流量小幅增加 10点和11点客流量相应减少 客流量分布更均衡 [2] - 延长营业时间属于CEO明确指出的应对门店拥挤问题的可见度最高试验举措之一 [5] - 同时测试"扫描即走"支付方案 员工使用平板设备为排队顾客预扫描商品以加速结账流程 [6] 客流量变化特征 - 同店客流量连续17个季度增长 门店和停车场容量未显著扩大但客流量持续增加 [11] - 单次购物时长从60分钟缩短至30-45分钟 但月度总停留时间因到店频次增加而延长 [4] - 更均衡的客流量分布可能提升所有会员等级的购物体验 [3] 会员结构与财务影响 - 客群结构呈现平均收入轻微下降趋势 反映年轻千禧一代和Z世代家庭客群增长 [12] - 新客群可能转化为长期会员 但数据尚未显示多少金星级会员为享受提前购物权益升级为高管会员 [13] - 高管会员年费为金星级的2倍 会员等级升级可带来会费收入翻倍增长 [13] - 四季度财报将首次体现延长营业时间对财务的影响 分析师预期该举措将助推销售额增长 [3] 行业背景 - 仓储俱乐部行业整体表现持续向好 [11][12] - 与沃尔玛吸引高收入客群策略不同 Costco通过吸引年轻家庭客群实现差异化增长 [12]

Hi! Did you catch Jimmy Kimmel last night? The late-night host's show returned after a brief suspension over comments regarding Charlie Kirk. In case you missed it, or you're in a market where local affiliates are still refusing to air the show, we've got a rundown of all the highlights. Kimmel teared up, explaining that he never intended to make light of Kirk's death. And he called political efforts to sway networks and affiliates from airing the show "un-American," noting it wasn't just about comedy.Late ...

At Klarna's big employee conference last week in Stockholm, CEO Sebastian Siemiatkowski swapped spreadsheets for a rap performance and then confronted a sobering reality. Even as Klarna basks in its $15 billion IPO, chairman Michael Moritz warned staff of a rival: "We are 10 years behind Revolut." The Swedish fintech gathered about 3,000 employees in Stockholm for the convention, which featured keynote speeches, workshops, and team-building activities aimed at celebrating the company's recent milestones an ...

President Donald Trump has blasted ABC for its decision to bring Jimmy Kimmel back. About an hour before Kimmel's Tuesday night show was set to go live, Trump said in a Truth Social post that he could not believe that ABC had given Kimmel his job back."The White House was told by ABC that his Show was cancelled!" he wrote. "Something happened between then and now because his audience is GONE, and his 'talent' was never there." Trump then hinted that the White House could launch a lawsuit against ABC, refe ...

Meta has missed a Senate deadline to hand over records of how its AI chatbots interacted with children, defying a request tied to revelations about the company's internal policies. On August 15, Sen. Josh Hawley gave Meta CEO Mark Zuckerberg until September 19 to provide every draft of a 200-plus page internal rulebook that guided what Meta's AI chatbots could and couldn't say, along with enforcement manuals, an age-gating system, and risk reviews.Hawley's demand came after a Reuters investigation showed M ...

Tylenol once survived a poisoning scandal. Now it has to survive President Donald Trump. Kenvue, the company behind the household brand, at least has a playbook to turn to for guidance. That's because Tylenol's original owner, Johnson & Johnson, developed it decades ago after seven people in the Chicago area died from taking its capsules because someone had laced them with potassium cyanide. The 1982 unsolved mystery became known as the "Tylenol murders."J&J's handling of the incident not only saved the br ...

JPMorgan CEO Jamie Dimon this week spoke out against Trump's plan to charge $100,000 for visa applications for skilled overseas workers. In an interview with CNBC in Mumbai, India, Dimon said he supports "merit-based immigration " and expects employers who rely on the program to object to the president's executive order, signed late Friday."I would beg the president," he said. "He has accomplished border control, that's great, I mean, I think all nations want real border control, that helps make a nation, ...

Disney's decision to reinstate "Jimmy Kimmel Live!" has raised the tension of ABC's showdown with local TV broadcasters. Although ABC is bringing Jimmy Kimmel back on Tuesday night, Sinclair and Nexstar — which together own nearly a third of ABC affiliate stations in the US — said they won't air Kimmel's show and will instead show local news.ABC had suspended Jimmy Kimmel "indefinitely" last week for his comments about Charlie Kirk's killer after pushback from Sinclair and Nexstar and pressure from FCC cha ...

Jimmy Kimmel is back on ABC, but Bob Iger's reputation might not get a ratings boost. Disney's decision to reinstate Kimmel's show after benching him over comments he made in the wake of the killing of political activist Charlie Kirk might have quieted some critics, but it didn't signal the final act for the drama starring Disney's CEO.Soon after Disney announced the return of "Jimmy Kimmel Live!," two top ABC affiliate operators, Sinclair Broadcasting Group and Nexstar Media Group, said they would continu ...

Some Disney subscribers may see the price of their streaming plans increase next month. The media giant said it plans to raise the price of select Disney+ subscriptions, including the entry-level plan, by $2 to $3 starting October 21. The change is also set to impact bundle deals with other streamers like ESPN, Hulu, and more. ...