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Bellinger: Costco's consumer is fine, but elevated expenses are pressuring margins.
Youtube· 2025-09-25 11:46
take us through as an analyst what you are looking for in those results after the closing bell today. Hey, good morning Tom Don. Thanks for having me on.So ju just given the monthly sales numbers that Costco reports, we already know that they're going to print uh about 6% same store sales in the US that excludes the more volatile gas category and then globally that's about 6 and a half%. So very good numbers. We just don't think this is enough for Costco.So a bit of a deceleration from the 8% last quarter. ...