分组1 - The article discusses the performance of Costco (COST), which has grown by 1.11% since the last analysis, underperforming the market [1] - The author previously rated Costco a "sell" over a year ago, indicating a negative outlook on the stock's performance [1] - The article highlights the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] 分组2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing her expertise in investment portfolios [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes financial literacy and aims to simplify complex macroeconomic concepts for better understanding [1] - The newsletter has been recognized as a top finance newsletter, indicating its influence and reach within the investment community [1]

— income generation, dividend longevity, and resilience under economic pressure. From Philip Morris's smoke-free transformation and 40%+ operating margins, to Walmart's eCommerce momentum and $30 billion buyback, to Coca-Cola's 63-year dividend streak, these businesses are built to generate income and withstand economic pressure. KXI holds these businesses within a single fund structure, charging a 0.39% expense ratio, with consumer sentiment at recessionary levels and inflation running at 2.16% year-over-y ...

We recently published an article titled 12 Best Retail Stocks to Buy According to Analysts. On February 20, Costco Wholesale Corporation (NASDAQ:COST) saw Citi analyst Steven Zaccone raise the firm’s price target to $1,000 from $990 while maintaining a Neutral rating, citing a modest same-store sales and earnings beat in fiscal second-quarter results. Similarly, on February 10, Evercore ISI analyst Greg Melich raised his price target on Costco to $1,050 from $1,025 and reiterated an Outperform rating. ...

For decades, Costco offered members a simple proposition. Pay an annual membership fee and get access to the chain's warehouses, where it sells a narrow selection of high-volume items at very good prices. Until 1998, Costco did not even sell items directly through its website. You had to visit its stores if you wanted to buy anything. Even when it did add some online sales, they were limited for many years, and not a focus of the brand. Now, Costco has quietly come into the modern age with CEO Ron Vachr ...

在激烈竞争中，不少零售商以宽松退货吸引顾客，却也因此成为"漏洞套利"的目标。业内人士指出，收 紧政策或许是Costco为控制损失、保护会员整体利益所作出的调整。 报道还指出，电子产品与珠宝等高价商品如今拥有更清晰的退货时间限制与文件规范。虽然Costco尚未 全面改变其"满意保证"承诺，但执行层面显然更加严格。 公司首席执行官Ron Vachris在去年12月投资者电话会议上表示，许多会员反映的操作不便之处正在被数 字化解决，新系统推出后使用率"极佳"。公司目标是将实体业务与数字平台"紧密结合"。 以"怎么退都行"闻名的仓储巨头Costco，如今正悄悄收紧其标志性的宽松退货政策。一些习惯了"无条 件全额退款"的会员惊讶发现，门店开始要求额外购买证明，甚至会审查顾客的退货频率。这一变化在 社交媒t与Cleveland.com报道，部分会员近期在退货时被要求提供更多购买细节，若无法配合，退货可 能被拒。 有会员表示，门店经理还会查看其历史退货记录，以判断是否存在频繁退货的情况。对一些老会员来 说，这种变化"明显不再像当年那么轻松友善"。 政策收紧并非毫无征兆。近年来，社交媒体上频频出现"奇葩退货"案例：圣诞节过后 ...

Costco Wholesale Corporation (COST), headquartered in Issaquah, Washington, operates membership warehouses globally. Valued at $437.7 billion by market cap, the company offers a diverse range of branded and private-label products, including groceries, electronics, appliances, and automotive supplies, along with pharmacies, optical centers, fuel stations, and travel services. Companies worth $200 billion or more are generally described as “mega-cap stocks,” and COST definitely fits that description, with ...

Group 1: FedEx and IEEPA Tariffs - FedEx has filed a lawsuit against the Trump administration seeking a full refund of tariffs paid under the International Emergency Economic Powers Act (IEEPA) following a Supreme Court ruling against the administration [3] - The lawsuit does not specify the amount due and names the Customs and Border Protection agency and its commissioner as defendants [3] - Other companies, including Costco, have also filed similar lawsuits, with economists projecting that reversing the IEEPA tariffs could generate up to $175 billion in refunds [4] Group 2: Hims & Hers Health - Hims & Hers Health disclosed an SEC investigation regarding its public statements and disclosures about compounded semaglutide, stating it is cooperating but cannot predict the financial impact [5][6] - The company reported Q4 GAAP EPS of $0.08, beating estimates by $0.03, with revenue rising 28.4% year-over-year to $617.8 million, in line with expectations [6] - Subscriber growth reached over 2.5 million, a 13% increase year-over-year, but the company guided for Q1 2026 revenue between $600 million and $625 million, below the consensus estimate of $652.6 million [6] Group 3: IBM and AI Claims - IBM's shares experienced their worst decline in over 25 years after AI startup Anthropic claimed its tool could modernize COBOL, a programming language used on IBM systems [7][8] - The stock fell over 13%, marking its largest single-day percentage loss since October 2000, and has dropped 27% in February, on track for its biggest monthly decline since at least 1968 [8]

After President Donald Trump's International Emergency Economic Powers Act (IEEPA) tariffs were dealt a setback by the Supreme Court on Friday, the administration is now reportedly weighing fresh national security–based tariffs across multiple industries.Broad Section 232 Tariff PushThe proposed tariffs may impact sectors including large-scale batteries, cast iron, plastic piping, industrial chemicals, and telecommunications equipment. They would be implemented under Section 232 of the Trade Expansion Act o ...

分组1 - Costco has led the Consumer Staples sector, which has increased by 13% through February 20, outperforming other sectors except for three cyclical-value areas [1] - The defensive segment of the U.S. stock market is primarily driven by Costco and Walmart [1]

Renault to take full ownership of electric van joint venture Flexis February 23, 20267:25 AM UTCUpdated ago By Reuters A logo of Renault is seen outside a Renault car dealer in Arnhem, Netherlands February 18, 2025. REUTERS/Piroschka van de Wouw/File Photo Purchase Licensing Rights, opens new tab Feb 23 (Reuters) - Renault (RENA.PA), opens new tab will acquire truckmaker Volvo's (VOLVb.ST), opens new tab and shipping group CMA CGM's respective stakes in new generation electric vans joint venture Flexis, the ...