— 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. ...

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 ...

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 ...

Core Viewpoint - Costco Wholesale is experiencing strong digital sales growth, but concerns about its high valuation persist due to slower overall sales growth [1][4]. Group 1: Sales Performance - In January, Costco reported a 34% year-over-year increase in digitally enabled sales, indicating the effectiveness of its e-commerce platform [1]. - Total net sales grew by 9% year over year in January and 8% in the fiscal first quarter ending November 23 [4]. Group 2: Stock Performance and Valuation - After a recent pullback, Costco's stock is up approximately 15% year to date, driven by increased consumer spending on high-margin items [2]. - The stock is currently trading at a price-to-earnings (P/E) multiple of 53, and 49 using forward earnings estimates, which is considered expensive given the company's growth rates [4]. - Earnings per share have grown at an annualized rate of 11% over the past three years, with long-term earnings growth projected at about 9%, which is low for a stock priced around 50 times earnings [5]. Group 3: Investment Considerations - The stock is priced for flawless execution and robust earnings growth, which is not currently occurring, suggesting caution for potential investors [6]. - It may be advisable to monitor Costco and consider purchasing at a lower valuation [6].

We recently published 10 Stocks On Jim Cramer’s Mind & His Thoughts On Enterprise AI.  Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks on Jim Cramer's mind. Warehouse club Costco Wholesale Corporation (NASDAQ:COST) is one of Cramer’s favorite stocks. Even though the shares are down by 4% over the past year, the CNBC TV host has remained an ardent believer in the firm. Among the factors that drive his optimism are Costco Wholesale Corporation (NASDAQ:COST)’s ability to keep prices low for c ...

Core Viewpoint - Costco's strong performance and high-quality offerings have led to a premium valuation, making it less attractive for new investors despite its success in the retail sector [1][9]. Group 1: Company Performance - Costco operates successfully across four continents, avoiding cultural pitfalls that have affected competitors like Walmart and Home Depot [2]. - In the first quarter of fiscal 2026, Costco reported total revenue of $67 billion, reflecting an 8% growth, with net income reaching $2 billion, an 11% increase [6]. Group 2: Valuation Concerns - The company's current P/E ratio stands at approximately 54, significantly higher than Walmart's 45 and Amazon's 28, raising concerns about its valuation relative to growth [4]. - Despite its consistent execution and avoidance of major missteps, Costco's profit growth remains in the low double-digit percentage range, which does not justify its high valuation [7]. Group 3: Investment Outlook - Costco's P/E ratio has not dipped below 30 since 2019, and it last fell below 20 in 2010, indicating that a more attractive valuation for new investors may be a long wait [8]. - Given its premium valuation and moderate growth, Costco is considered a high-quality stock that may not be suitable for new investors seeking better value opportunities [10].