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消费者追求性价比,美国中产最爱Costco上季营收超预期增超8%
美股IPO· 2025-09-25 23:07
截至8月末的第四财季,Costco营收较前一季略加快增长,EPS盈利和电商继续两位数增长,剔除汽油和外汇波动后同店销售增长6.4%高于预期,会员 费加速增长14%。业绩体现了仓储会员制零售模式在当前经济环境下的韧性。 财报公布后,周四收跌约0.2%的Costco股价盘后曾小幅转涨,后重回跌势,盘后跌幅曾达1%。上月末有评论称,零售巨头沃尔玛和Costco的估值水平 远超合理区间,前者为34.3倍、后者达47倍,均高于英伟达的34倍。在此背景下,需警惕股价修正。 美东时间9月25日周四美股盘后,Costco公布截至自然年2024年8月31日的公司2025财年第四财季(下称四季度)财务数据。 1)主要财务数据 : 营收 :四季度总营业收入约为861.6亿美元,同比增长8.1%,分析师预期860.3美元,前一季度同比增长约8%。 EPS :稀释后每股收益(EPS)为5.87美元,同比增长近11%,分析师预期5.80美元,前一季度同比增长13.2%。 同店销售 :计入汽油价格和外汇因素影响,四季度同店销售增长5.7%,分析师预期增长5.85%,前一季度增长5.7%;剔除这些影响,四季度同店销售增长6.4%, 分析师预 ...
Costco (COST) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2025-09-25 23:01
Costco (COST) reported $86.16 billion in revenue for the quarter ended August 2025, representing a year-over-year increase of 8.1%. EPS of $5.87 for the same period compares to $5.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $86.18 billion, representing a surprise of -0.03%. The company delivered an EPS surprise of +1.03%, with the consensus EPS estimate being $5.81.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...
Costco Wholesale Corporation 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:COST) 2025-09-25
Seeking Alpha· 2025-09-25 22:30
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Costco(COST) - 2025 Q4 - Earnings Call Transcript
2025-09-25 22:02
Costco Wholesale (NasdaqGS:COST) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Company ParticipantsGary Millerchip - CFORon Vachris - President and CEOConference Call ParticipantsKelly Bania - AnalystSteven Zaccone - Equity Research AnalystChristopher Horvers - Senior AnalystZhihan Ma - AnalystJohn Heinbockel - AnalystShervin Zand - AnalystChuck Grom - AnalystRupesh Parikh - Senior AnalystPeter Benedict - Senior Research AnalystMichael Lasser - Equity Research AnalystSimeon Gutman - AnalystEdward Kel ...
Costco(COST) - 2025 Q4 - Earnings Call Transcript
2025-09-25 22:02
Costco Wholesale (NasdaqGS:COST) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Company ParticipantsGary Millerchip - CFORon Vachris - President and CEOConference Call ParticipantsKelly Bania - AnalystSteven Zaccone - Equity Research AnalystChristopher Horvers - Senior AnalystZhihan Ma - AnalystJohn Heinbockel - AnalystShervin Zand - AnalystChuck Grom - AnalystRupesh Parikh - Senior AnalystPeter Benedict - Senior Research AnalystMichael Lasser - Equity Research AnalystSimeon Gutman - AnalystEdward Kel ...
Costco(COST) - 2025 Q4 - Earnings Call Transcript
2025-09-25 22:02
Costco Wholesale (NasdaqGS:COST) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Company ParticipantsGary Millerchip - EVP & CFORon Vachris - President, CEO & DirectorChuck Grom - Managing DirectorSimeon Gutman - Managing DirectorGreg Melich - Senior MDEdward Kelly - MD - Equity ResearchKelly Bania - MD - Equity ResearchSteven Zaccone - Director & Equity Research - Hardlines RetailOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadConference Call ParticipantsChristopher Horvers ...
Costco(COST) - 2025 Q4 - Earnings Call Transcript
2025-09-25 22:00
Costco Wholesale (NasdaqGS:COST) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Speaker1Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Costco Wholesale Corporation Fourth Quarter Fiscal 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question durin ...
Costco beats earnings, revenue estimates
Youtube· 2025-09-25 21:56
Hey, so I just got off the call and they are still talking, but some of the highlights for growth in the quarter was that membership income grew by about 14% year-over-year. And that's a closely watched area since so much of uh their their business comes down to members. The other thing that they spoke about is uh CFO Gary Milit mentioned that they're trying to offset tariffs by sourcing differently than they were before.They're introducing things from the Kirkland brand that are alternatives to tariff affe ...
Costco says new extended hours added 1% to weekly sales
Business Insider· 2025-09-25 21:29
Costco's move to extend operating hours this summer is paying off big. "We estimate these incremental hours added about 1% to weekly US sales since implementation. This has been very well received by our members," CEO Ron Vachris said during the company's fourth quarter earnings call Thursday.The company beat expectations with full-year revenue of $269.9 billion, or 8.1% over last year. CFO Gary Millerchip also said that the extended hours and other new perks led a higher share of shoppers to upgrade thei ...
Stocks close lower for a third day, Costco Q4 earnings beat Wall Street expectations
Youtube· 2025-09-25 21:24
[Music] That's the closing bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Yahoo.Finances Jared Blickery joining us now to break down the market action. Jared, >> thank you Josh. three down days in a row.And also, I would add that this is the worst week on track for the worst week since the beginning of August. That would be August 1st. Kind of a nasty day there in and of itself.But let ...