Retail investors are prepping for a lighter week of corporate earnings featuring discount retailers, cybersecurity companies and some big tech names. Here’s a look at the companies reporting this week that individual investors will be watching. SNOW stock is moving. See the real-time price action here. Monday, Dec. 1After Market Close:MongoDB Inc. (NASDAQ:MDB) and Credo Technology Group (NASDAQ:CRDO) kick off the week with reports scheduled to be released after Monday’s closing bell. Read Next: Billions Dow ...

Joining us now is Feta Kellinska who's a consulting founder and CEO of Relay Global. Thank you so much for joining me this morning. So as we look across, you know, who's reported, who's set to report, you've actually taken a closer look at those are the likes of Costco and BJs.What are you seeing as far as sort of more warehousy type retailers right now. >> Good morning. Thank you so much for having me.So when I analyzed consumer data discussions from social media available channels around those warehouse c ...

Shares have crushed the S&P 500 in the past five years.Shares of Costco Wholesale (COST +0.59%) have climbed an impressive 135% in the past five years (as of Nov. 26). This huge gain puts it significantly ahead of the S&P 500 index. Investors are wondering if the good times will continue. Should you buy this retail stock before 2026? Valuation is a critical component of the investing processValuation can be a powerful tailwind for investors. However, this requires the starting valuation to be attractive, al ...

Core Insights - The "Costco Effect" positively impacts local economies by increasing wages as surrounding businesses compete with Costco's higher pay [1][3] - In contrast, the "Walmart Effect" tends to harm local economies by driving down wages and increasing business closures [2][3] Group 1: Economic Impact - Surrounding businesses can raise wages by up to 40% to compete with Costco [1] - Most local businesses experience significant increases in foot traffic and revenue after a Costco opens, attracting shoppers from a wider area [4] - Costco shoppers spend more money on average compared to Walmart shoppers, contributing to local business performance [5] Group 2: Consumer Behavior - Costco shoppers visit the store half as often as Walmart shoppers but spend more than twice as much during each visit [5] - The shopping experience at Costco requires more planning, which influences consumer spending patterns [4]

Core Viewpoint - Investors are becoming less favorable towards Costco due to rising concerns about consumer spending, despite the broader stock market performing well [1][2]. Company Performance - Costco's stock is down 3.3% year-to-date, marking its underperformance relative to the S&P 500, a trend not seen since 2002 [2]. - The company has been navigating a challenging operating environment effectively, with moderate sales and earnings growth, while other retailers are struggling [3]. - Costco's operating income from merchandise is less than 2% of its revenue, indicating strong value offerings that contribute to high customer loyalty and membership renewal rates [4]. Financial Metrics - Costco's earnings increased after raising membership fees, but its latest same-store sales growth fell slightly below expectations [5]. - The company maintains an efficient supply chain and benefits from its private label, Kirkland Signature, which enhances margins across product categories [6]. - Costco's gross margin stands at 12.84%, and it has a market capitalization of $405 billion [8]. Valuation Concerns - Despite delivering solid results, Costco's stock is considered overvalued, with a price-to-earnings (P/E) ratio significantly higher than its 10-year median of 36.4 [10]. - The stock's forward earnings multiple exceeds that of high-growth AI stocks like Nvidia and Broadcom, indicating a premium valuation [12]. - Given its high valuation and low dividend yield of 0.55%, Costco may not be an attractive buy for investors looking for passive income [13]. Investment Alternatives - Investors are advised to consider other growth stocks with reasonable valuations or value stocks like Coca-Cola and PepsiCo, which have strong dividend histories and better yield prospects [14].

Market Performance - The S&P 500 index closed at 6,849, reflecting a weekly increase of 3.7% and a year-to-date increase of 16.4%[6] - The Nasdaq 100 index reached 25,435, with a weekly rise of 4.9% and a year-to-date increase of 21.0%[6] - The Dow Jones Industrial Average increased by 3.2% this week, with a year-to-date growth of 12.2%[6] Sector Analysis - The automotive and auto parts sector saw a significant weekly increase of 9.3% and a year-to-date increase of 9.9%[9] - The information technology sector reported a weekly rise of 4.6% and a year-to-date increase of 32.8%[9] - The healthcare sector experienced a weekly increase of 1.9% and a year-to-date increase of 21.0%[9] Fund Flows - The energy sector recorded a net inflow of $48 million this week, with a total of $572 million over the past 52 weeks[11] - The materials sector faced a net outflow of $290 million this week, totaling a negative $3.344 billion over the past 52 weeks[11] - The financial sector had a net inflow of $2.106 billion this week, with a total outflow of $6.723 billion over the past 52 weeks[11] Earnings Forecast - The overall EPS adjustment for the energy sector was 0.3% this week, with a year-to-date adjustment of -7.4%[14] - The materials sector saw an EPS adjustment of 0.6% this week, with a year-to-date adjustment of 4.9%[14] - The information technology sector's EPS adjustment was 0.6% this week, with a year-to-date adjustment of 28.0%[14]

Costco's stock performance has been unimpressive lately, but now could be a good time to buy shares.Many stocks have soared recently, largely driven by enthusiasm in the tech sector for emerging artificial intelligence (AI) companies. But some areas of the market have been under pressure, and even some growth stocks are seeing their share prices retreat.One such growth company whose share price is flailing right now is Costco Wholesale (COST +0.58%). The giant membership-based retailer has seen its share pr ...

All right. Well, for more on who could come out on top this holiday shopping season, let's bring in Jerry Storch. He's CEO of Storch Adviserss and former Toys R Us CEO.Jerry, it's great to have you on. Welcome. >> My pleasure.>> All right, winners and losers. What are you seeing. >> Well, the, you know, the same same folks have been winning for quite a while now, and I see no reason to think it's going to change.That's Walmart, Costco, TJX, and Amazon. These four retailers have been ga g g g g g g g g g g g ...

Market Share & Key Players - Walmart, Costco, TJX, and Amazon are consistently gaining market share at the expense of other retailers [2] - These four retailers have been dominating for years, and this trend is expected to continue [1][2] - While some specialty players like GAP, Urban Outfitters, and Abercrombie can experience a "bounce" with good performance, their overall impact is small compared to the dominant retailers [3] - The mentioned retailers are the largest in terms of both market capitalization and market share [4] Consumer Behavior & Value - Consumers understand true value and respond accordingly, regardless of retailers' promotional tactics [5][6] - Black Friday sales have been extended across multiple days, but the day remains a significant shopping day, especially when combining in-store and online sales [7] - Younger generations (Gen Z and millennials) are driving foot traffic, suggesting an experiential aspect to in-store shopping [9] Emerging Brands & Sustainability - New brands are emerging and taking market share, particularly in specialty apparel [10] - Identifying brands with a sustainable formula is challenging, as many are "one-hit wonders" [11]

All right, now it's time to go inside out on retail and specifically Costco. Joining us now is senior markets correspondent here on the network, George Tillis. George, we're talking Costco and this stock, I mean, uh, you know, it's been in a downtrend for several months now.And, you know, this is always at the top of everybody's list when they talk retail. What's going on here with Costco, George. Why are we seeing a pullback.This is this is one of my favorite places to go. >> Yeah. So, it's kind of an inte ...