Costco (COST) stock fell more than 2% early Friday after its fourth quarter results showed US same-store sales came in slightly below forecasts as the company navigated a choppy consumer landscape, tariff-related pressure, and competition from peers like Walmart's (WMT) Sam's Club. Costco's headline profits and revenue beat Wall Street expectations, with revenue at the wholesale giant clocking in at $86.16 billion compared to expectations of $86.03 billion, with adjusted earnings per share coming in at $5 ...

As Costco prepares to report quarterly results Thursday, Wall Street analysts generally have had nice things to say — but some still question how long the company can keep investors happy. ...

Costco Wholesale Corporation COST could offer insight at the health of consumer spending when the retailer reports fourth-quarter financial results Thursday after market close.Here are the earnings estimates, what analysts are saying ahead of the report, and key items to watch.Earnings Estimates: Analysts expect Costco to report fourth-quarter revenue of $86.11 billion. That’s up from $79.7 billion in last year's fourth quarter, according to data from Benzinga Pro.Costco has beaten analyst estimates for rev ...

The world of leveraged ETFs is welcoming a new consumer behemoth. Leverage Shares by Themes introduced the Leverage Shares 2X Long COST Daily ETF (NASDAQ:COTG), providing investors with double daily exposure to Costco Wholesale Corp. (NASDAQ:COST) shares, as the warehouse club continues to scoop up U.S. consumer spending. The fund was listed on Sept. 18. Check out COST stock here. Leveraged single-stock ETFs have generally focused on technology giants such as Tesla, Nvidia or Amazon. By including Costco ...

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]

A shopper walks to a Costco store in Brampton, Ontario. The chain of membership-only warehouse club retail stores holds its Q4 2025 earnings call on September 25, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)NurPhoto via Getty ImagesCostco (NASDAQ: COST) is scheduled to release its fiscal fourth quarter 2025 results on Thursday, September 25. Analysts predict earnings of $5.81 per share on revenue of $86.11 billion, reflecting a 10% EPS increase and an 8% revenue growth compared to last year's ea ...

Thursday features Costco Wholesale Corporation after close, a significant retail player. Next Tuesday sees Nike Inc. report after market close. Thursday morning also brings several IT services companies, including Accenture plc Class A (Ireland). Next Monday has leisure companies Carnival Corporation and Carnival Plc ADS ADS reporting pre-market. Disclaimer: This article is for informational purposes only and does not constitute financial advice. We are not financial professionals. The authors and/or site o ...

With a market cap of $418.5 billion, Costco Wholesale Corporation (COST) is a global operator of membership warehouses that offer a wide selection of branded and private-label products across diverse categories at discounted prices. The company generates revenue primarily through store sales and membership fees while also operating e-commerce platforms and ancillary services worldwide. The Issaquah, Washington-based company is scheduled to release its Q4 2025 results after the market closes on Thursday, S ...

The Trump administration doesn't want Iranian diplomats in New York for the UN General Assembly shopping at Costco. In notices that are being published in the Federal Register, a State Department office determined diplomatic memberships in wholesale clubs like Costco, Sam's Club, and BJs constitute a benefit that requires government approval. Purchases of luxury goods are in that same category.Iran, by the way, is the only country specifically targeted. Its diplomats posted to or visiting New York, are know ...

核心观点 - 好市多即将公布第四季度财报 分析师认为股价波动可能带来投资机会 公司有望实现可持续增长 [2][3][9] 业绩表现 - 第四季度销售额达844亿美元 同比增长8% 可比门店销售额同比增长57% [10] - 预计净利润260万美元 较上年同期的240万美元有所增长 [10] - 第三季度销售增长同比放缓 部分月度销售数据显示增长势头减弱 [3] 股价表现 - 今年迄今股价上涨26% 过去五年累计上涨约170% [11] - 当前股价约944美元 华尔街共识目标价看涨至1080美元 [11] - 今年股价走势波动 3月至6月间上涨后再次回落 [5] 影响因素 - 非食品品类面临艰难的同比对比 可能对近期每股收益造成压力 [5] - 高管会员仓储时间延长可能影响年度同比数据 [6] - 去年港口罢工前消费者囤货行为可能对数据产生影响 [6] 分析师观点 - 奥本海默建议投资者利用股价波动机会买入 [5][9] - 尽管竞争加剧 公司仍能实现可持续增长 [9] - 分析师普遍看好公司前景 但预计波动将持续 [4]