These businesses are so strong that a stock split would just be icing on the investing cake.A common misconception in investing is that a high share price equates to an expensive stock. Valuation, a measure of a stock's cost, is based on factors other than the share price. Mainly, the number of shares attached to a company's market value makes a big difference to the per-share price calculation.Despite this, it's understandable that some investors might shy away from stocks with triple- or quadruple-digit s ...

文章核心观点 - Costco是全球最大的零售商之一,未来10年内仍有巨大的增长空间 [1][2][3] - Costco的两大增长动力是线上业务和国际市场拓展 [4][5][6] - 尽管Costco目前估值较高,但只要公司持续实现收入和利润的大幅增长,股价长期仍有上涨潜力 [8][9][10][11][12] 公司概况 - Costco的市值从5年前的约1200亿美元增长到如今的3600多亿美元,增长幅度惊人 [2] - 公司在疫情期间表现出很强的适应性和多元化能力,从日用品到电子产品等各个领域都实现了增长 [2] - 截至2023财年,Costco的年收入达2423亿美元,过去3年增长45% [7] 线上业务 - Costco的线上销售增长势头强劲,最近一期同比增长18.4% [5] - 公司在部分市场提供当日送货服务,未来10年内线上业务有望持续增长,成为公司营收的重要推动力 [5] 国际市场 - 截至5月12日,Costco共有876家门店,其中86%位于美国、加拿大和墨西哥 [6] - 公司在全球范围内仍有大量未开发的市场,国际市场拓展是另一个重要的增长动力 [6]

Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Has Costco (COST) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Costco is a member of the Retail-Wholesale sector. This group includes 209 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 differen ...

Hershey and Costco have been growing their dividends at breakneck speed.Dividend growth investing is a strategy that can provide both steady income and potential capital appreciation. Companies that consistently raise their dividends often demonstrate financial strength, solid cash flows, and a positive outlook for their business. This approach can be particularly attractive for long-term investors looking to build wealth over time.Two companies that stand out in the realm of dividend growth are The Hershey ...

Costco (COST) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often f ...

 Consumer staples firms produce the essential goods and services that typically benefit from consistent overall demand. It is that consistent performance that generally makes consumer staples stocks recession-resistant.In turn, that makes shares in the sector strong buy and hold choices because they tend to perform well over the long run. People need to eat, take care of personal hygiene and maintain their households regardless of the macroeconomic situation at any given point. The result is that consumer s ...

文章核心观点 - 公司近期宣布提高会员费,标准会员从60美元涨至65美元,高级会员从120美元涨至130美元,预计将为公司带来约4亿美元的高毛利会员费收入[10] - 公司最近12个月营收和净利润均创历史新高,分别同比增长4.7%和14%[4] - 公司拥有丰厚的现金储备,净现金达46亿美元,与竞争对手相比处于优势地位[6][7] - 公司股票估值较高,市盈率达50.6倍,远高于同行业公司[12][13] - 尽管估值较高,但公司仍有较大的国际扩张空间,特别是在中国市场[14] 公司财务表现 - 公司最近12个月营收达2537亿美元,同比增长4.7%,创历史新高[4] - 公司最近12个月净利润达72亿美元,同比增长14%,创历史新高[4] - 公司会员数达7450万,同比增长7.8%[4] - 公司拥有46亿美元的净现金储备,处于行业领先地位[6] - 公司通过现金储备获得4.86亿美元的利息收入,而竞争对手则需支付大量利息费用[8][9] 公司会员费调整 - 公司将于2024年9月1日起,在美国和加拿大提高会员费,标准会员从60美元涨至65美元,高级会员从120美元涨至130美元[10] - 此次调价将影响5200万会员,其中超过一半为高级会员[10] - 此次调价预计将为公司带来约4亿美元的高毛利会员费收入,占最近12个月会员费收入的12%[11] 公司估值及未来发展 - 公司股票估值较高,市盈率达50.6倍,远高于同行业公司[12][13] - 但公司仍有较大的国际扩张空间,特别是在中国市场,目前仅有7家门店[14] - 尽管估值较高,但公司被视为"完美"公司,长期投资者应持有[15][16] - 对于新投资者,可考虑采取分散投资的策略,逐步建仓[17]

文章核心观点 - 公司在过去12个月内表现出色,尤其是与同行相比 [1] - 公司的GF评分很高,达到90分 [3][4] - 公司的每股收益增长率超过16%,优于行业大多数公司 [6][7] 公司收入分析 - 公司收入在疫情后有所增长,但增长率有所下降 [13][14][15][16] - 公司收入增长主要来自于既有门店的销售增长,而非新开门店 [17][18][19] - 分析师预计未来公司收入增长将略高于5% [20][21][22] 公司成本分析 - 公司的商品成本和销售、管理费用占收入比例较稳定 [23][24][25] - 公司营业利润增长波动较大,但总体呈正增长趋势 [26][27][28][29][30] 公司财务指标分析 - 公司的净资产收益率(ROE)在行业内较高,达到30.57% [32][33][34][35][36][41][42] - 公司的净利润率较低,但仍优于行业中值 [43][44][45][46] - 公司的资产周转率在行业内较高 [52][53] 公司估值分析 - 公司当前估值指标处于历史高位,显著高于行业中值 [54][55][57][58][59][60][61][62][63] - 分析师预计公司未来2年每股收益为16.24美元,按历史平均市盈率33计算,目标价为535美元,低于当前价格 [64] 投资建议 - 考虑公司当前估值过高,建议投资者可以适当获利了结 [64][65]

文章核心观点 - Costco最近宣布将其基础会员费年费增加5美元,这是自2017年以来首次调整会员费 [1][2] - 考虑到近期通胀的影响,Costco可能应该做出更大幅度的会员费调整 [2] 公司概况 - Costco是一家大型连锁仓储会员制超市 [2] - Costco自2017年以来首次调整会员费 [2] 行业分析 - 近期通胀对消费者购买力产生了影响 [2] - Costco应该根据通胀情况做出更大幅度的会员费调整 [2]

Costco is looking toward technology to improve the customer experience at its brick-and-mortar and online stores without significantly changing the retail giant’s proven business strategy, the company’s chief financial officer said.Costco CFO Gary Millerchip was taking questions from analysts during Costco’s third quarter earnings call earlier this year when he was asked what the company thought about being “more aggressive” with the evolution of its retail business model by deploying more technology in its ...