Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer offered insights on. Cramer said the stock is stuck in “kind of a purgatory,” as he commented: “Let’s talk about Thursday evening, though. There we have Costco, and right now, Costco’s stuck in a kind of a purgatory, a very high PE… 53. I find you don’t want to buy Costco until the PE goes below 50. But I own it for the Charitable Trust, and I’m willing to hold it all I want. It’s hard to believe that Costco can vault higher from h ...

Costco's amazing business continues to justify a premium, even if the shares now look close to fully priced.Costco Wholesale (COST 0.01%) shares have been on a strong multiyear run, but have pulled back slightly recently, making it a good time to take a look at the stock.Investors will get to see the retailer's fiscal fourth-quarter results tomorrow. The company already reported net sales growth for the period of 8%, previewing what's likely to be another strong quarter for the wholesale retailer. The wareh ...

Costco Wholesale Corp. (NASDAQ:COST) posted steady August sales growth, underscoring resilient consumer demand across food and nonfood categories. Excluding the impacts from changes in gasoline prices and foreign exchange, consolidated comparable sales increased 6.9% year-over-year in August. U.S. comparable sales increased by 6.7%, Canada by 9.4%, and international markets by 5.3%, while e-commerce surged by 18.3%. Also Read: Costco Stock Hits A Death Cross — But Don’t Hit Sell Just Yet The company’s tr ...

Key Takeaways Costco posts Q4 net sales of $84.4B, up 8% from last year, with broad-based comparable sales growth.Costco's membership renewal rates above 90% highlight loyalty and provide a dependable revenue stream.E-commerce comparable sales surged 13.6% in Q4, fueling Costco's domestic and international expansion.As Costco Wholesale Corporation (COST) prepares to unveil its fourth-quarter fiscal 2025 earnings results on Sept. 25, after the market closes, investors face an important decision: Should they ...

Major consumer and tech players headline the upcoming earnings week, with Costco Wholesale Corporation reporting Thursday after close and Accenture plc Class A (Ireland) before open. Micron Technology Inc. kicks off Tuesday after close, while Nike Inc. concludes Next Tuesday after close. Next Monday features cruise lines Carnival Corporation and Carnival Plc ADS ADS reporting pre-market amidst a moderately dense earnings schedule. Disclaimer: This article is for informational purposes only and does not cons ...

行业背景与历史沿革 - 连锁超市A&P在100年前通过收购上游加工厂开发自有产品获得巨大价格优势 统治美国零售业近40年 [1] - 一个世纪后自有品牌再次成为商超博弈的关键筹码 [1] 当前市场动态与参与者 - 大型商超普遍重点发展自有品牌 盒马自有品牌"超盒算NB"销售占比达60% [3] - 叮咚买菜推出豆有志 良芯匠人 蔡长青等多个自有品牌 覆盖豆腐 面食 快手菜等品类 [5] - 胖东来DL系列自有产品覆盖啤酒饮料 浴巾毛巾 洗衣液等生活用品 [7] - 参与者包括山姆 开市客等老牌零售商 以及永辉超市 步步高 华润万家等传统商超巨头 [9] 自有品牌定义与运营模式 - 商超自主决定产品规格 原料选择 包装设计和品牌命名 最终打上自有Logo销售 [9] - 通过砍掉中间经销商环节 自有品牌利润率达30%-40% 较品牌商品10%-20%的利润率高出10-30个百分点 [16] - 胖东来采用成本透明化策略 公布商品成本分解表 如帆布手提袋售价263元 综合成本210.08元 毛利率20.12% [17][19] 行业竞争格局与战略转向 - 传统商超面临亏损关店困境 零售业竞争核心从品类 价格 体验转向商品力 [9][11] - 自有品牌可快速响应消费需求 如替换植物奶油为动物奶油 改良巧克力口感 紧跟冰杯等热点产品 [13] - 独家产品与渠道深度绑定 形成消费壁垒 [14] - 行业从"搬运工模式"转向"生活专家"模式 通过掌握供应链和生产自有商品实现转型 [24] 国际经验与市场潜力 - Costco自有品牌科克兰2021年销售额超590亿美元 占总收入31% [25] - 山姆自有品牌Members Mark销售占比约30% [25] - 欧洲自有品牌市场成熟 预计2024年总销售额达3520亿欧元 德国 英国 法国合计份额39.7% [25] - 中国大型卖场模式发展时间较短 未来存在较大想象空间 [25] 运营挑战与风险 - 前期投入巨大 如烘烤间等设备需要大量资金 [27] - 高度依赖市场预判能力 需精准把握产品类目 方向和消费者需求 [29] - 简单贴牌模式缺乏核心竞争力 易导致滞销 [29] - 产品质量与商超品牌信誉直接挂钩 供应链管理和品控能力至关重要 [30] - 库存风险完全由商超承担 无法像品牌货那样退给供应商 [30] - 永辉超市等头部企业在转型过程中仍面临亏损扩大等阵痛 [32] 行业影响与发展趋势 - 自有品牌成功案例形成品牌滤镜效应 消费者从关注具体产品转向"山姆必买清单""胖东来必吃榜"等渠道品牌 [22] - 中腰部玩家积极研究进入市场 [34] - 自有品牌成为行业转型关键抓手 但匆忙进场可能加速淘汰 需沉心打造差异化产品 [35] - 自有品牌本质是放大器 强化强者优势 加速弱者出清 [35]

Investor enthusiasm for artificial intelligence has helped drive stock-market gains. - Getty Images Investors keep pushing the S&P 500 index to fresh all-time highs that leave it looking both expensive and top-heavy, with just 22 stocks in the index comprising half of its weighting, according to DataTrek Research. While the S&P 500’s lofty valuation has a lot to do with Big Tech stocks, its top 22 stocks by highest weighting extend to industries beyond technology, said Nicholas Colas, co-founder of DataT ...

U.S. equity markets continued their impressive ascent on Monday, September 22, 2025, with all three major indexes closing at new all-time highs for the third consecutive session. The rally was primarily fueled by ongoing optimism surrounding the Federal Reserve's recent rate cut and indications of further monetary policy easing, coupled with significant corporate news in the technology sector. Investors also digested minor economic data and looked ahead to a week packed with crucial inflation indicators and ...

Two very different stories… one riding the AI wave, the other proving steady compounding still wins.The market is watching two giants this week. Micron Technology MU tests whether memory has entered a new supercycle, while  Costco COST gives us a read on the consumer and the power of recurring membership economics. Micron… How is it Up 78% YTD?Micron heads into earnings after the close on Tuesday riding a powerful AI-memory wave. Shares have ripped this year on surging demand for HBM3E attached to Nvidia’s  ...

Key Takeaways Costco leverages memberships, digital upgrades, and Kirkland Signature to drive growth and loyalty. TJX posted Q2 EPS of $1.10, up 15% year over year, on a 7% gain in consolidated net sales.Costco rose 5.5% in the past year, while TJX surged 19%, both beating the industry's 3.1% gain.Costco Wholesale Corporation (COST) and The TJX Companies, Inc. (TJX) hold prominent positions within the Retail–Discount Stores industry. Costco boasts a substantial market capitalization of approximately $421.8 ...