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Jim Cramer Says Victory Against Tariffs Could Finally Pull Costco Stock “From Its Continued, and Endless, and Terrible Tailspin”
Yahoo Finance· 2025-12-21 23:08
Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer shed light on. Cramer highlighted that it is one of the companies suing the current administration, as he said: “Stock buyers will not check to see how much these companies might save with the tariffs gone. They’ll just buy, buy, buy. And Costco has joined a list of companies suing the Trump administration for a refund. I don’t know how much that would be and who would get it, but a victory against tariffs may break the company’s s ...
Don't Overlook Costco (COST) International Revenue Trends While Assessing the Stock
ZACKS· 2025-12-19 23:16
Did you analyze how Costco (COST) fared in its international operations for the quarter ending November 2025? Given the widespread global presence of this warehouse club operator, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now plac ...
Costco vows to keep prices low even as inflation pressures shoppers
Yahoo Finance· 2025-12-19 10:03
When you walk around Costco, there's one thing you can't help but notice. And it's not just the fact that many of the items are supersized. Costco's prices, even for non-bulk items, are among the most competitive in retail. And that's incredibly important at a time when so many consumers are struggling. In November, prices for common consumer goods and services were up 2.7% broadly, according to last month's Consumer Price Index. Food costs rose 2.6%, electricity was up 6.9%, and piped gas service was u ...
Costco Beat Earnings Expectations in Q1. Here's Why It Could Still Struggle in 2026.
The Motley Fool· 2025-12-18 17:45
Sales and profit growth alone may not be enough to move a stock like Costco, which is already priced to perfection.Costco Wholesale (COST +0.26%) has been a top retail stock to invest in for multiple years. Although its warehouses require memberships, that hasn't deterred customers, even amid rising inflation. Renewal rates are often around 90%, signifying strong continued demand.Recently, the company posted strong earnings numbers, which yet again beat expectations, as sales and profits continued to be str ...
Costco sees major shift in member behavior
Yahoo Finance· 2025-12-18 10:03
Costco is one of those stores where it's hard to imagine what it feels like to shop there unless you've done it yourself. Even though I've been a Costco member for roughly 20 years, there are times when I still marvel at the store's massive size, impressive inventory, and ever-changing layout. In fact, during the Covid pandemic, when there were strict rules about how many customers Costco would allow in the store at a time, I took to ordering from Costco online because I couldn't deal with waiting in long ...
Jim Cramer on Costco (COST): “I Didn’t Like Everything I Heard”
Yahoo Finance· 2025-12-18 01:37
公司近况与管理层变动 - 知名财经评论员吉姆·克莱默对好市多近期的表现表达了担忧 他指出公司股价今年以来一直是“落后者” [1] - 公司首席财务官理查德·加兰蒂已离任 新任首席财务官被认为工作表现良好 [1] - 克莱默表示 他听到的一些关于好市多的消息并不如以往那样令人满意 这迫使他需要重新评估该公司 但他并未打算放弃该股票 [1] 业务运营与市场表现 - 好市多经营会员制仓储式商店 提供杂货、生鲜食品、家居用品、电子产品等多种商品 [2] - 公司还通过药房、加油站、光学中心及电子商务选项提供多种服务 [2] - 克莱默在评论中特别对比了好市多与沃尔玛当日的市场表现 并表示好市多的表现“真的让我很受伤” [1] - 公司每月的会员续约率有所放缓 且各月份之间的表现好坏不一 [1]
Costco Wholesale Unusual Options Activity - Costco Wholesale (NASDAQ:COST)
Benzinga· 2025-12-18 01:01
核心观点 - 资金雄厚的投资者对好市多采取了看涨策略 其异常的期权活动可能预示着重大事件的发生 [1] - 过去3个月内 大额期权交易的目标价格区间为760美元至1080美元 [3] 异常期权活动分析 - 今日监测到47笔异常期权活动 其中看涨期权38笔 总金额253.2万美元 看跌期权9笔 总金额48.3万美元 [2] - 参与这些活动的大投资者的整体情绪存在分歧 46%看涨 36%看跌 [2] - 部分值得注意的大额期权交易包括:一笔2027年1月15日到期、行权价900美元的看涨期权 交易价格86美元 总交易金额46.44万美元 [8] 以及一笔2026年1月9日到期、行权价870美元的看涨期权 交易价格14.1美元 总交易金额21万美元 [8] 公司基本面与市场数据 - 好市多是一家全球会员制仓储俱乐部 在最近财年运营约910个仓库 拥有超过8000万会员 [9] - 其核心价值主张带来高会员续费率 美国和加拿大为93% 国际接近90% [9] - 2025财年约55%收入来自杂货 25%来自一般商品 [9] - 当前股价为865.39美元 日内上涨0.58% 交易量为730,883股 [13] - 相对强弱指数显示该股目前处于中性区间 [13] - 预计78天后发布财报 [13] 分析师观点汇总 - 过去30天内 5位专业分析师给出的平均目标价为1008美元 [10] - 具体评级与目标价:DA Davidson维持中性评级 目标价1000美元 [11] Roth Capital下调至卖出评级 目标价769美元 [11] Telsey Advisory Group维持跑赢大盘评级 目标价1100美元 [11] 高盛维持买入评级 目标价1171美元 [11] Baird维持跑赢大盘评级 目标价1000美元 [11]
Wall Street Stays Selectively Positive on BJ’s Wholesale Club Holdings, Inc. (BJ)
Yahoo Finance· 2025-12-17 21:14
BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) is among the consumer defensive stocks to buy according to analysts. As of December 12, BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) has a ‘Buy’ or equivalent rating from slightly more than half the analysts covering the stock. While the target price ranges from $90 to $139, the median price target of $115 reflects an upside potential of 23.44%. Among the 40% analysts recommending holding the stock is Chris Graja, an analyst at Argus Research, who maintained the ...
Costco (COST) Target Lowered at Truist on Valuation Concerns
Yahoo Finance· 2025-12-17 03:27
Costco Wholesale Corporation (NASDAQ:COST) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Costco (COST) Target Lowered at Truist on Valuation Concerns Photo by Dan Dennis on Unsplash On December 12, Truist analyst Scot Ciccarelli cut Costco Wholesale Corporation (NASDAQ:COST) price target to $926 from $1,033 and kept a Hold rating. He noted the company had another solid quarter, with US comps up 5.9% and enterprise comps up 6.4%. Membership growth is still healthy at 5.2%, but it ...
Costco's Momentum Continues. Is It Time to Buy the Stock?
The Motley Fool· 2025-12-16 16:28
Costco stock has been stuck in the mud despite continued sales momentum.Costco Wholesale (COST 2.70%) continued its streak of strong results when it reported its fiscal Q1 earnings, but its stock, nonetheless, remains stuck in the mud. It's now trading down nearly 5% year to date and is about 11% lower over the past year, as of this writing.Below, I'll take a closer look at the retailer's results and prospects to see if the stock can break out in 2026.Strong momentumCostco's momentum continued in fiscal Q1, ...