关税影响 - 特朗普计划对加拿大、墨西哥和中国进口商品征收关税，可能导致商品价格全面上涨 [1][2] - 特朗普计划对墨西哥和加拿大所有进口商品征收25%的关税，并对中国商品额外征收10%的关税 [7][10] - 关税政策将通过行政命令实施，无需国会批准 [11] 公司表现 - Costco第一季度营收增长7.5%至621.5亿美元，超出分析师预期的620.8亿美元 [17] - Costco股价今年上涨51%，周一交易中上涨近2% [9][15] - Costco通过提前进行黑色星期五促销和大幅折扣，成功应对了感恩节周末延后的影响 [16] 行业动态 - 加拿大官员威胁通过禁止进口美国制造的酒类和切断数百万美国家庭的电力供应来报复关税政策 [8] - 竞争对手沃尔玛也通过提供更高的折扣和促销活动，今年第三次上调了年度销售和利润预测 [17] 消费者行为 - Costco的批量购买和折扣优惠吸引了预算有限的美国消费者，推动了假日季初的销售增长 [13] - 季节性销售表现强劲，消费者今年更倾向于购买基本商品 [16]

文章核心观点 - 文章作者Max Greve在时隔九个月后重新关注Costco（纳斯达克：COST，NEOE：COST:CA），并表达了对该公司的兴趣 [1] 作者背景 - Max Greve毕业于西北大学，拥有历史、经济学、政治学和国际研究四个专业学位，是一名全职作家，除了股票市场趋势外，还撰写关于政府、时事、宏观经济趋势以及职业体育效率低下的文章 [1] 分析师披露 - 分析师目前没有持有Costco的股票、期权或类似衍生品头寸，但可能在接下来的72小时内通过购买股票或购买看涨期权或类似衍生品建立多头头寸 [2] 平台披露 - Seeking Alpha平台声明过去的表现不能保证未来的结果，不提供任何投资是否适合特定投资者的建议或意见，且其分析师包括专业投资者和未获得任何机构或监管机构许可的个人投资者 [3]

The end of the year is a perfect time to reflect on your investment journey. Part of that reflection can involve identifying mistakes worth avoiding or portfolio moves to make before the end of the year. You can also dig deeper into a particular sector or type of stock, such as growth stocks versus value or dividend stocks.Here are three lessons you can use to help pick winning dividend stocks to buy and hold in the new year. 1. The power of earnings growthThere's no force more powerful in the stock market ...

Costco Wholesale (COST 0.10%) is not only a consumer favorite, but a top choice among the investment community as well. Shares of the warehouse club operator have risen 595% in the past decade. Including dividends, the total return is an exceptional 752% during that same period of time.That type of magnificent performance can draw in new investors to this retail stock, which continues to climb higher and now trades in record territory. Before you rush to buy Costco, here are three things you need to know.1. ...

The membership counter at a Costco store in Richmond, California. (Photo by Justin Sullivan/Getty ... [+] Images)Getty ImagesCostco Wholesale ruffled some feathers earlier this year when it warned that subscription rates were going up for the first time since 2017, but the bulk discounter beat earnings estimates for its fiscal first quarter yesterday.And along with Walmart, the discount retailer has successfully surfed the inflation wave this year as price conscious consumers have turned to cheaper options ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of COST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

JP Morgan analyst Christopher Horvers reiterated the Overweight rating on Costco Wholesale Corporation COST with a price forecast of $1,090.The analyst suggests that the ongoing global momentum in the business, share gains across various sectors and geographies (including e-commerce growth), and the company’s leverage to a cyclical upswing in big-ticket items (about 20% of the comp) contribute to its strong performance.Additionally, the emerging benefits from advertising revenue make Costco’s fundamental st ...

Note: Costco FY’24 ended on September 1, 2024.RICHMOND, CALIFORNIA - JULY 11: In an aerial view, the Costco logo is displayed on the exterior of a ... [+] Costco store on July 11, 2024 in Richmond, California. (Photo by Justin Sullivan/Getty Images)Getty ImagesWarehouse club operator Costco (NASDAQ: COST) stock is up 52% since the beginning of this year, almost 2x the return of the S&P 500 over the same period. In comparison, Costco’s peer Walmart’s (NYSE: WMT) stock has swelled about 80% over the same peri ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Costco Wholesale Corporation (COST) posted first-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The company also registered decent comparable sales growth during the quarter.Costco’s Quarterly Performance: Key Metrics and InsightsCostco reported adjusted earnings of $3.82 per share for the quarter under review, surpassing the Zacks Consensus Estimate of $3.79. The adjusted quarterly number increased by 9.8% from the prior-year qu ...