Costco(纪要):预期关税影响将持续全年,但公司有能力应对
海豚投研·2025-06-01 18:23
以下为Costco FY25Q3 的财报电话会纪要,财报解读请移步《特朗普关税狂舞,Costco "稳如狗"》 一、财报核心信息回顾 | | | | | Costco quarterly results wrap | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | $'00 mn | 3023 | 4023 | 1024 | 2024 | 3024 | 4024 | 1025 | 2025 | 3025 | 3025E | Var. | | Total revenue | ટરૂર | 789 | 578 | 584 | રક્ષર | 797 | 622 | 637 | 632 | 633 | -0.1% | | yoy | 2.0% | 9.5% | 6.2% | 5.7% | 9.1% | 1.0% | 7.5% | 9.0% | 8.0% | 8.2% | | | Net sales | 526 | 774 | 567 | 573 | 574 | 782 | 610 | ...