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 Wholesale Corporation (NASDAQ:COST) ranks among the best fundamental stocks to buy right now. On September 15, UBS upheld its Buy rating and $1,205 price target for Costco Wholesale Corporation (NASDAQ:COST), pointing to a number of growth levers that should support the retailer’s continued momentum. omar-abascal-9Um7Huux0as-unsplash The firm responded to recent market worries about Costco’s ability to maintain its performance, which were brought on by weaker comparable sales patterns in May and ...

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产品品质问题 - 消费者反馈山姆紫色抽纸重量从2022年的144.8g/包降至2024年的132.9g/包，降幅达8.2%，且纸张变薄变软 [1] - 同款抽纸2023年重量为136.2g/包，2025年进一步降至132.9g/包，显示持续减重趋势 [1] - 除抽纸外，蓝色小包抽纸、洗脸巾、保鲜膜等产品也被指出存在质量下降和减重问题 [1] - 消费者实测数据显示洗脸巾从80片/包减少至未披露数量，显示产品规格缩水 [7] - 卷纸产品出现掉渣现象，显示原材料或生产工艺变化 [12] 消费者反馈 - 多位消费者在社交平台质疑山姆品控问题，要求公司给出合理解释 [1] - 部分消费者对比竞品指出山姆纸巾价格偏高但质量不及洁柔油画系列 [8] - 消费者反映产品使用体验下降，包括纸张易破、消耗速度加快等问题 [11] 公司背景 - 山姆会员商店为沃尔玛旗下会员制零售品牌，1983年成立于美国，1996年进入中国市场 [17] - 截至2023财年公司总收入达843亿美元，全球门店超800家，中国门店47家覆盖25个城市 [17] - 公司2023年位列全球零售品牌价值100强第13位，2024年进入全球品牌价值500强第135位 [18] - 公司在中国市场发展线上渠道，包括自有App、京东旗舰店和1小时极速达服务 [17]