Retail sales showed a surprise 0.1% gain in August, contributing to today's broader market tailwinds and boosting Treasury yields. Despite the better-than-expected reading, shares of Target Corp (NYSE:TGT), TJX Companies Inc (NYSE:TJX), and Costco Wholesale Corporation (NASDAQ:COST) were last seen trading well within negative territory.TGT is down 0.2% to trade at $152.53 at last glance, after the company yesterday announced it will hire 100,000 workers for the holiday season. The equity surged to its highe ...

文章核心观点 - 公司近期销售数据显示其业务策略有效,体现了公司在市场上的主导地位 [1] - 公司在各主要市场的同店销售增长稳定,反映了其市场实力 [2] - 公司电商销售增长强劲,突显了其数字化战略的成效 [3] 公司表现 销售数据 - 公司16周内净销售额为782亿美元,同比增长1% [1] - 公司第四季度同店销售在美国、加拿大和其他国际市场分别增长5.3%、5.5%和5.7%,整体同店销售增长5.4% [2] - 剔除汽油价格和汇率影响后,公司同店销售在美国、加拿大和其他国际市场分别增长6.3%、7.9%和9.3%,整体同店销售增长6.9% [2] - 公司电商同店销售增长18.9%,剔除汽油价格和汇率影响后增长19.5% [3] 定价策略 - 公司通过批发销售大宗商品实现规模经济,与供应商谈判有利条款,从而为消费者提供较低价格 [4] - 这种定价策略吸引了广泛的客户群,提升了公司在各细分市场的吸引力 [4] - 最近实施的会员费上调为公司收入策略增添新的一面,可能进一步提升财务表现 [4] 股价表现 - 公司股价在过去6个月内上涨21.4%,大幅超过同行业和标普500指数 [4]

Costco stock is beating the market this year, as usual.There are only seven trillion-dollar publicly traded stocks today: Apple, Microsoft, Amazon, Nvidia, Alphabet, Meta Platforms, and Berkshire Hathaway. There are another 10 stocks that have a market value of more than half a billion. Just like Berkshire Hathaway only recently became a trillion-dollar stock, these other 10 are excellent stocks that are likely to join the club at some point in the future.Then there are a few more just behind those. Costco ...

Costco Wholesale Corporation (COST) , known for its membership-based warehouse model, recently came out with sales results for August. The data provides fresh insights into the company’s performance amid a dynamic retail landscape. For investors weighing their options, the key question is whether holding Costco stock remains the best strategy or if adjustments are warranted.Costco’s August Sales Reflect Continued DemandCostco has once again demonstrated its resilience. With inflationary pressures affecting ...

文章核心观点 - 零售商Costco在激烈的零售环境中保持领导地位,其独特的会员制商业模式、有竞争力的价格和稳定的客户忠诚度使其在经济环境不佳的情况下仍能保持主导地位 [1] - Costco 8月份的销售业绩再次证明了其在市场上的强大实力,其在美国、加拿大和其他国际市场的同店销售均有显著增长 [2][3] - Costco的电子商务销售增长强劲,反映了其数字战略的有效性和对消费者购物偏好的适应能力 [3] 根据相关目录分别进行总结 销售业绩 - Costco 8月份在美国、加拿大和其他国际市场的同店销售分别增长4.7%、4.5%和7.5%,总体同店销售增长5% [2] - 剔除汽油价格和汇率影响后,Costco在美国、加拿大和其他国际市场的同店销售分别增长6.7%、5.8%和10.8%,总体同店销售增长7.1% [2] - Costco 8月份的电子商务同店销售增长22.9%,剔除汽油价格和汇率影响后增长23.3% [3] - Costco 8月份的净销售额为198.3亿美元,同比增长7.1% [3] 会员制商业模式 - Costco的会员制商业模式是其成功的核心组成部分,会员支付年费后可享受深度折扣和优质商品 [4] - Costco的会员续订率超过90%,反映了客户对其提供的价值和福利的认可 [4] - Costco于9月1日起调高了美国和加拿大地区会员费,普通会员从60美元涨至65美元,高级会员从120美元涨至130美元 [4][5]

The discount warehouse operator continues to reward its customers and shareholders.Costco Wholesale (COST -1.05%) stock has delivered exceptional returns to shareholders over the years. However, its rising share price has brought the stock's dividend yield to its lowest level in over 15 years. Here's how much Costco pays in dividends.Improving sales should keep Costco's dividend growingAs inflation levels off, Costco is seeing stronger discretionary spending in areas like toys, tires, gardening, and health ...

NoDerog/iStock Unreleased via Getty ImagesIntroduction Costco (NASDAQ:COST) is a company that has proven to be a dividend growth monster as well as resilient in the face of higher for longer interest rates. This is likely attributed to their strong brands, customer loyalty, and one-stop shop experience. I often make the joke to my girlfriend that she will be able to purchase a child from the retail giant in a few years. I mean they now sell gold bars, so who knows what else they may sell in the future. ...

ISSAQUAH, Wash., Sept. 05, 2024 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $19.83 billion for the retail month of August, the four weeks ended September 1, 2024, an increase of 7.1 percent from $18.51 billion last year. For the 16-week fourth quarter, the Company reported net sales of $78.2 billion, an increase of 1.0 percent compared to net sales of $77.4 billion in the 17-week fourth quarter of fiscal year 2023. For the 52-week f ...

文章核心观点 - Costco 计划在 2024 年第四季度公布财报,预计收入和利润将符合预期 [1] - Costco 股价今年以来上涨 35%,超过标普指数 18% 的涨幅,但目前估值较高,未来涨幅可能受限 [1][2] - Costco 过去 3 年股价表现出色,优质投资组合也持续战胜标普 500 指数 [3] - 预计 Costco 2024 财年第四季度收入为 804 亿美元,与预期一致,每股收益为 5.07 美元,也与预期一致 [4][5][6] 公司表现 - Costco 收入持续增长,同时注重提升客户体验,在不断变化的零售行业中表现出色 [2] - Costco 在美国开设了多家会员店,并在海外市场(包括中国)拥有良好的发展前景 [2] - Costco 第三季度收入同比增长 9%,其中线上销售增长 21%,会员续费率保持在 90.5% [4] - Costco 现金充裕,负债较低,财务状况良好 [5] 行业表现 - Costco 股价在过去 3 年中持续战胜大盘,体现了其优秀的投资价值 [3] - 在当前不确定的宏观经济环境下,Costco 股价可能会出现大幅上涨 [3]

文章核心观点 - Costco是一家表现出色的公司,过去5年股价上涨650%,最近股价突破900美元,即将达到1000美元的里程碑 [1][2] - Costco过去曾进行过两次股票拆分,随着股价接近4位数,投资者预计公司可能会再次进行股票拆分 [3] - Costco的业务表现良好,上季度收入同比增长9.1%,其中国际业务和电商业务增长尤为强劲 [4] - 但Costco当前的股票估值较高,市盈率达56倍,远高于过去10年的平均水平 [5][6] 根据相关目录分别进行总结 公司业务表现 - Costco上季度收入同比增长9.1%,达到574亿美元 [4] - 国际业务同店销售增长8.5%(剔除汽油价格影响) [4] - 电商业务增长21% [4] - Costco在日本冲绳新开的门店开业首日就有5小时的排队等候 [4] - Costco提高了会员费,高级会员年费从120美元提高到130美元 [4] 公司估值情况 - Costco当前股价对应的市盈率为56倍,远高于过去10年的平均水平35倍 [5][6] - 考虑到Costco规模的大幅增长,其当前估值处于历史高位 [5] 股票拆分对投资者的影响 - 股票拆分不会改变公司的基本面,只是将原有的股票拆分成更多的股票 [7] - 即使Costco进行股票拆分,对于投资者来说也没有太大意义,特别是在可以进行零股交易的情况下 [7] - 投资者应该关注公司的基本面和估值水平,而不应过于关注股票拆分 [8]