Last week, while checking out groceries at my local supermarket, I decided to play a little game called “How much will all of this cost?” Now I’ll admit that mental math isn’t necessarily my strong suit. But when my fairly modest grocery haul came to $104, as opposed to the $65 I’d calculated in my head, I figured I’d made a mistake and perhaps scanned a few items twice. Nope. Groceries really are that expensive these days. And it’s not just groceries. Just about every product under the sun seems to hav ...

Group 1 - Costco Wholesale Corporation (NASDAQ:COST) is currently viewed as a strong investment opportunity despite its stock reaching an all-time high earlier this year and experiencing a recent decline under new leadership [1] - The stock is trading at 45 times earnings, which is considered high, but it is suggested that starting a position could be worthwhile as Costco is regarded as the best buy in the industry [1] - Recent negative sentiment surrounding Costco, stemming from a major magazine article suggesting that the company's best times may be over, is not seen as a valid concern [1] Group 2 - Costco operates membership-based warehouses that offer a variety of food and non-food merchandise, along with services such as fuel stations, pharmacies, optical centers, and e-commerce operations [2]

All right. So, you're saying there's hope for one name in the space. I think it's a name that a lot of people like to shop at, maybe get gas at.What's the name and why is there hope for this one name. >> Yeah, it's it's Costco. So, yesterday we added Costco top pick list.And as you look at Costco has more of an affluent customer, uh, you know, more of a the best value proposition I think across retail and you've seen consistent strength while other retails have struggled. So, in the last month, Costco put u ...

All right. So, you're saying there's hope for one name in the space. I think it's a name that a lot of people like to shop at, maybe get gas at.What's the name and why is there hope for this one name. >> Yeah, it's it's Costco. So, yesterday we added Costco top pick list.And as you look at Costco has more of an affluent customer, uh, you know, more of a the best value proposition I think across retail and you've seen consistent strength while other retails have struggled. So, in the last month, Costco put u ...

The stock is rarely cheap, but an Oppenheimer analyst makes the case that it's headed for bargain territory. ...

Core Insights - The article discusses the best grocery credit cards for 2025, highlighting various options based on their rewards structures and benefits. Group 1: Best Grocery Credit Cards - The Blue Cash Preferred® Card from American Express offers 6% cash back at U.S. supermarkets on up to $6,000 in eligible purchases annually, with a $0 intro annual fee for the first year and a $95 fee thereafter [3][5][6] - The Capital One Savor Cash Rewards Credit Card provides 3% cash back on grocery purchases with no cap, making it a strong option for frequent grocery shoppers [9][12][13] - The Blue Cash Everyday® Card from American Express has no annual fee and offers 3% cash back at U.S. supermarkets on up to $6,000 in eligible purchases annually [17][18] Group 2: Additional Benefits and Offers - The Amex Blue Cash Preferred Card includes additional cash-back categories for streaming, transit, and U.S. gas stations, enhancing its overall value [6][10] - The Capital One Savor card features a welcome offer of $300 in bonuses and a $100 credit for travel bookings, making it attractive for new cardholders [11][12] - The American Express Gold Card allows for 4x Membership Rewards points at U.S. supermarkets, which can be beneficial for those looking to convert grocery spending into travel rewards [23][24] Group 3: Spending Limits and Cash Back Potential - The average American spends approximately $5,703 annually on groceries, which influences the potential cash back earned from these cards [54][75] - The U.S. Bank Shopper Cash Rewards Visa Signature Card offers 6% cash back on the first $1,500 in combined purchases each quarter with selected retailers, including superstores [39][40] - The Citi Custom Cash Card provides 5% cash back on grocery purchases up to $500 per month, allowing for significant rewards for regular grocery shoppers [44][46]

Core Insights - The article highlights three stocks that are recommended for long-term investment, emphasizing the importance of holding stocks through market fluctuations to benefit from overall market trends. Costco - Costco's business model remains resilient due to its profitable membership structure, aggressive cost leadership, and ability to meet consumer demands during economic uncertainty [3][4]. - The company enjoys a high membership renewal rate exceeding 90%, providing a stable revenue stream that insulates it from retail sales fluctuations [3][4]. - In fiscal 2025, Costco reported total net sales of $269.9 billion, an 8.1% increase year-over-year, and net income of $8.1 billion, up from $7.37 billion the previous year [7]. Lululemon - Lululemon's stock has declined over 50% in the past year, facing challenges such as a slowdown in North America and rising competition in the athleisure market [8][9]. - Despite these challenges, Lululemon has a strong brand with pricing power and reported a 22% increase in international net revenue in the second quarter [9][10]. - The company plans to increase new styles from 23% to 35% of its assortment by spring 2026 to recapture customer interest, while continuing share repurchases to signal confidence in long-term value [11]. Shopify - Shopify provides a comprehensive platform for merchants to scale their brands, with features that help navigate trade regulations and support international sales [13]. - The company is shifting focus to larger enterprise clients to mitigate risks associated with small and medium-sized businesses, while integrating AI into its long-term strategy [14]. - In Q2, Shopify reported revenue of $2.68 billion, a 31% year-over-year increase, with international GMV in Europe growing 42% [17].

以下文章来源于每日人物 ，作者每人作者 每日人物 . 轻商业，懂生活。 在竞争前所未有激烈的商超行业，迎来了比例最高的女性CEO方阵。当前，掌舵盒马的严筱磊、奥乐齐中国区CEO陈佳、沃尔玛中国的负责人朱晓静、开市客在华 一把手章曙蕴，都是土生土长的中国女人。 文 ｜ 饶桐语 编辑 ｜ Yang 来源｜ 每日人物（ID：meirirenwu） 封面来源 ｜ 视觉中国 女将集体上阵 或许你想不到，你最常去的那几家大型连锁商超，背后都站着一位中国女人。 奥乐齐，江浙沪打工人的"穷鬼超市"，在今年10月刚刚更换了中国区的CEO，这家来自德国的零售企业，第一次拥有了一位中国女老板。 新老板叫陈佳，此前的两年，她是奥乐齐中国的董事总经理。对业内人士来说，这个名字并不陌生——陈佳算是中国零售行业的老兵了，此前在麦德龙、 沃尔玛都工作过。她的升职，不仅是凭借资历，更是因为出色的业绩。 刚刚进入中国时，奥乐齐走的是精致路线。那时，德国人的判断是，初来乍到，要在中国拼价格，不太讨巧。因此，他们把超市开在了一些中高端社区， 更像是一家精品超市。不过，陈佳并不这样想，2023年，她加入奥乐齐，立刻推出超值产品，回归奥乐齐最擅长的低价 ...

Core Insights - Walmart and Costco have both outperformed the S&P 500 over the past five years, but Walmart is identified as the better long-term investment option today [1][3][10] Company Overview - Walmart operates 10,750 retail stores and 600 Sam's Club locations, while Costco has 914 membership warehouse locations [2] - Both companies leverage their scale to provide affordable prices on essential products, including groceries [2] Financial Performance - Costco achieved 8% year-over-year revenue growth in its fourth quarter, surpassing Walmart's 4.8% growth rate [10] - Walmart's net income increased by 56% year-over-year in the second quarter, significantly higher than Costco's 10.9% improvement [12] - Walmart's advertising business grew by 46% year-over-year in the second quarter, contributing $4.4 billion to its total revenue of $681 billion for fiscal 2024 [6][12] Growth Metrics - Costco reported 5.7% same-store sales growth in Q4 FY25, while Walmart's comparable sales growth was 4.3% year-over-year in the second quarter [8][10] - Costco's e-commerce segment grew by 15.6% compared to the previous year, indicating strong digital sales performance [9] Valuation and Investment Considerations - Walmart has a P/E ratio of 40, compared to Costco's 51, suggesting Walmart is more attractively valued [12] - Despite Costco's higher revenue growth, Walmart's faster profit growth and lower valuation make it a more appealing investment option at this time [11][13]

Core Insights - Costco is diversifying its store formats beyond traditional warehouses, including a furniture and appliances store in Alaska and plans for a standalone gas station in California by spring 2026 [1][2]. Store Formats - The new warehouse in Alaska will allow customers to view products in person before ordering them for shipment, catering to local needs [2]. - Costco operates Business Centers, which are designed primarily for small businesses rather than general consumers, offering larger bulk sizes and commercial-grade equipment [3][7]. - Business Centers are open to all Costco members but focus on supplies for restaurants, convenience stores, and offices, with no household items like clothing or jewelry [7]. Expansion Plans - Costco has plans to increase the number of Business Centers, with about 25 locations expected in major U.S. metro areas by 2025 [7]. - The company is also looking to grow its Business Centers in Canada, with six currently operational and plans for rapid expansion [9].