US stocks trod water before the bell on Thursday as Wall Street waited for fresh jobless data to help calculate interest-rate odds amid uncertainty about Federal Reserve unity on policy. Futures on the Dow Jones Industrial Average (YM=F) wobbled along the flatline, and those tied to the S&P 500 (ES=F) lost 0.2%. Meanwhile, contracts on the tech-heavy Nasdaq 100 (NQ=F) nudged down 0.3%, after the major gauges closed lower for a second day. Markets are putting the brakes on stocks' recent record-breaking ...

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. ...

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 ...

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]

Analysts on Wall Street project that Costco (COST) will announce quarterly earnings of $5.81 per share in its forthcoming report, representing an increase of 12.8% year over year. Revenues are projected to reach $86.23 billion, increasing 8.2% from the same quarter last year.Over the last 30 days, there has been an upward revision of 0.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts ov ...

Costco (NASDAQ: COST ) will report earnings this week. After a year of underperformance , investors wonder whether Costco will deliver alpha or not. While I argue that investing in Costco doesn't hinge on one year's alpha, I think, in fact, that the stock isI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable ...

行业增长驱动因素 - 高通胀使会员制仓储俱乐部渠道更受关注 因其以更低价格提供汽油和家庭必需品大宗包装 [4] - 年轻一代消费者推动增长 Z世代和千禧世代占山姆俱乐部会员增长的一半以上 [3][27] - 数字化服务提升购物体验 山姆俱乐部Scan & Go功能占交易量40% BJ's电商销售同比增长34% [18][20] 门店扩张战略 - 山姆俱乐部计划每年新开15家门店并改造现有600家门店 [8] - BJ's计划未来两个财年新开25-30家门店 并首次进入德克萨斯州等新市场 [9] - 开市客保持每年新开约30家门店的扩张计划 其中超半数位于美国 [10] 财务表现 - 开市客股价自2020年3月疫情以来上涨约215% BJ's上涨约305% [3] - 开市客全球付费会员数达8000万户 BJ's会员数达800万户 较七年前上市增长55% [25] - 山姆俱乐部最近季度会员收入增长近8% 并承诺未来8-10年实现会员数翻倍 [26] 商品策略创新 - 开市客黄金条单季度销售额超1亿美元 引发社交媒体病毒式传播 [6] - 零售商加强自有品牌产品 商品种类扩展到儿童服装、珠宝和健康产品 [30][32] - 山姆俱乐部推出4.98美元烤鸡和8.98美元披萨 并设立现场制作寿司站 [15] 数字化转型 - BJ's当日达订单金额比店内购物高25-30% 提供年费100美元无限配送服务 [21] - 开市客电商业务占比8% 超半数会员下载应用 数字业务仍处早期阶段 [23] - 山姆俱乐部采用自动化地板清洁器和高科技出口拱门 提升运营效率 [19] 消费者行为变化 - 25-34岁消费者在非食品类商品支出增长3% 成为增长最快的消费群体 [29] - 开市客新会员中40岁以下占比近半 平均会员年龄下降 [28] - 消费者购物频率增加 从大量囤货转向更频繁访问 [18] 运营挑战应对 - 零售商通过将高关税商品转移到海外仓库来应对关税压力 [11] - 采用轮换品牌和"寻宝"方式降低关税脆弱性 食品杂货占销售主体 [12] - BJ's增加来自美国或低关税国家的节日商品供应 [13]

公司股票投资观点 - 股票是优质长期持有标的 从未出现估值便宜的时刻 [1] - 建议采取分批缓慢建仓策略 而非一次性全部买入 [1] 公司业务模式 - 运营会员制仓储式卖场 提供品牌及自有品牌商品 覆盖杂货 电器 电子产品 服装及家居用品等多个品类 [2] - 额外提供加油站 药房 验光配镜及食品服务 并拥有电子商务和商业配送选项 [2] 公司竞争优势 - 前首席财务官Richard Galanti通过强硬手段确保供应商保持低价 使购物车成为全球最佳性价比选择之一 [2] - 公司拥有强大的客户粘性 消费者复购率极高 [2]

Costco Wholesale Corporation (NASDAQ:COST) is one of the best beginner stocks to buy, according to analysts. On September 5, Truist Securities reiterated its ‘Hold’ rating on the stock and a $1,042 price target. The positive stance follows a strong August sales report. Costco Wholesale Corporation (COST) is in a Phase of Robust Sales Growth Niloo / Shutterstock.com The retail giant posted a 6.7% increase in sales in August, representing a 20 basis points improvement from July’s sales numbers. The August ...

Costco may have a catalyst on the horizon...Costco Wholesale Corp (COST -0.84%) has proven itself to be a winner for both shoppers -- helping them to save money -- and investors -- helping them to make money -- over time. The company is known for its $1.50 hotdogs, $5 rotisserie chicken, and a wide variety of grocery and general merchandise sold for rock bottom prices. Costco's earnings have soared into the billions of dollars, and the stock price has followed, advancing about 180% over the past five years. ...