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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 ...
Costco tops earnings, revenue estimates as warehouse club wins over younger members
CNBC· 2025-09-25 20:23
Costco on Thursday posted fiscal fourth-quarter earnings and revenue that topped analyst estimates.The warehouse club does not share an annual outlook with Wall Street. It will hold an earnings call at 5 p.m. ET.Here's how Costco did in its fiscal fourth quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: $5.87 vs $5.80 expectedRevenue: $86.16 billion vs. $86.06 billion expectedCostco's net income for the three-month period that rose to $2.61 billi ...
Costco beats quarterly revenue estimates on strong demand for cheaper essentials
Reuters· 2025-09-25 20:18
Costco Wholesale beat fourth-quarter revenue estimates on Thursday, as Americans hunting for bargains flocked to the membership-only retail chain to snap up lower-priced essentials. ...
Costco Wholesale Corporation Reports Fourth Quarter and Fiscal Year 2025 Operating Results
Globenewswire· 2025-09-25 20:15
ISSAQUAH, Wash., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today announced its operating results for the 16-week fourth quarter and the 52-week fiscal year ended August 31, 2025. Net sales for the quarter increased 8.0 percent, to $84.4 billion, from $78.2 billion last year. Net sales for the fiscal year increased 8.1 percent, to $269.9 billion, from $249.6 billion last year. Comparable sales for the fourth quarter and fiscal year were as foll ...
Costco members push back on new shopping rules to hit this week — why some executive perks are causing a stir
Yahoo Finance· 2025-09-25 18:11
ZikG/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Costco just started offering its top-tier members something regular shoppers can’t buy: an empty store. Since June 30, the warehouse giant’s Executive Members have been able to shop on weekdays starting at 9 a.m. — which is one hour earlier than everyone else. On Saturdays, Executive Members get a 30-minute head start instead. Must Read Those without a premium membership [1] will be t ...
Big Tech Is Fun Again & The Fed Speaks
Yahoo Finance· 2025-09-25 13:48
美联储利率决议 - 美联储将联邦基金利率下调25个基点 [2] - 美联储点阵图暗示今年可能还会有两次降息 [3][5] - 美联储的政策重点似乎从对抗通胀转向应对失业,近期就业数据下修超过900,000个岗位 [5] 市场对利率决议的反应 - 尽管美联储降息,但作为抵押贷款基准的10年期国债收益率本周上升约0.1个百分点 [6] - 市场对美联储能力的看法存在转变,从过去的“美联储崇拜”到认识到其政策工具效果有限且存在滞后性 [7][8] - 抵押贷款再融资申请周环比大幅增长58%,较去年同期增长70%,再融资占抵押贷款活动比例升至近60% [9] 英伟达投资英特尔 - 英伟达同意向英特尔投资50亿美元,每股作价23.38美元,较英特尔当前约30美元的股价有折扣 [10][15] - 此次合作重点是将英特尔处理器与英伟达的AI及图形芯片集成,为PC和数据中心提供更流畅的解决方案,不涉及英特尔代工业务 [11][13][15] - 此举对英特尔更为有利,过去五年英特尔年化收入下降7.5%,而英伟达年化收入增长高达66% [14] Meta增强现实眼镜 - Meta发布与雷朋合作的Meta Ray-Ban Display智能眼镜,整合人工智能功能,支持语音交互和摄像头识别现实世界 [16] - 智能眼镜市场参与者众多,包括Alphabet与Warby Parker合作、SNAP以及亚马逊(开发消费者版和配送司机专用版眼镜) [16] - 智能眼镜面临挑战是需要找到区别于手机的“杀手级应用”,目前其功能大多可由手机实现,且约800美元的定价可能阻碍大众市场普及 [18][19][20] 突破性投资策略 - 突破性投资的核心在于寻找并长期持有能够带来巨大回报的赢家,例如Netflix和特斯拉 [25][26] - 成功的策略包括为赢家加仓,因为股价表现优异通常源于公司基本面的强劲 [28] - 投资应着眼于公司与创始人的创新文化及长期愿景,而非短期交易,例如亚马逊从电商发展为云服务巨头 [29][30][33][34] 人工智能与商业应用 - 谷歌与PayPal宣布合作开发“代理商务”,即AI代理代表消费者自动搜索、购买商品和服务 [36] - 代理商务在消费者端的实际应用和采纳面临挑战,历史上电子商务的炒作周期(如元宇宙商务、语音商务)往往被高估 [37][38] - 谷歌正将AI模型Gemini更深度整合至Chrome浏览器,凭借其庞大的用户基础和免费(广告支持)模式,可能在AI竞赛中获得分发优势 [42][43][44] 个股关注 - 联邦快递近期财报超预期并预测 modest 增长,其所在的运输板块因经济放缓和关税问题受到打压,可能接近周期性底部 [45] - Costco全球续费率高达90.2%至92.7%,拥有7960万付费家庭会员和1.428亿持卡人,其股价过去五年上涨180% [47]
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. ...
Top Wall Street Forecasters Revamp Costco Expectations Ahead Of Q4 Earnings - Costco Wholesale (NASDAQ:COST)
Benzinga· 2025-09-25 08:20
Costco Wholesale Corporation COST will release earnings results for the fourth quarter, after the closing bell on Thursday, Sept. 25.Analysts expect the company to report quarterly earnings at $5.81 per share, up from $5.29 per share in the year-ago period. Costco projects quarterly revenue of $86.06 billion, compared to $79.7 billion a year earlier, according to data from Benzinga Pro.Costco has beaten analyst estimates for revenue in two straight quarters and in five of the last 10 quarters overall.Shares ...
Costco's Big Day Has Arrived! Expect Management to Address a Controversial New Perk That Has Some of Its 79.6 Million Paying Members in an Uproar.
The Motley Fool· 2025-09-25 07:06
Look past the headline figures, because management commentary will be key to Costco's success in the upcoming year.For most investors, earnings season is the pinnacle of each quarter. This is the six-week period where most S&P 500 companies lift their proverbial hoods and give investors an up-close look at their operating performance. There's arguably no better way to gauge the health of American businesses and the stock market than from the operating results of its most-influential businesses.But not every ...
Stock market today: Dow, S&P 500, Nasdaq futures fall after back-to-back losses, jobless claims dip
Yahoo Finance· 2025-09-24 23:47
US stocks trod water before the bell on Thursday as Wall Street assessed an unexpected decline in claims, complicating the calculus for interest rate cuts amid uncertainty about Federal Reserve unity on policy. Futures on the Dow Jones Industrial Average (YM=F) dipped about 0.2%, and those tied to the S&P 500 (ES=F) lost 0.4%. Meanwhile, contracts on the tech-heavy Nasdaq 100 (NQ=F) declined 0.5%, after the major gauges closed lower for a second day. Markets are putting the brakes on stocks' recent reco ...