当地时间2月21日消息，在美国最高法院裁定特朗普政府大规模关税措施违法后，包括大型零售商开市 客（Costco）在内的数百家公司已提起诉讼，要求退还为此前被美最高法裁定"越权"的美政府关税政策 支付的款项。 根据美国海关与边境保护局去年12月的数据，依据《国际紧急经济权力法》实施的关税已累计征收约 1300亿美元。宾夕法尼亚大学的一项估算称，这一总额目前可能已超过1750亿美元。 有经济学家称，目前企业申请退还已缴关税的流程尚不明确，但有资格获得退款的美国企业并非唯一承 担关税负担的群体。（央视新闻） ...

有经济学家称，目前企业申请退还已缴关税的流程尚不明确，但有资格获得退款的美国企业并非唯一承 担关税负担的群体。 （文章来源：央视新闻） 总台记者当地时间2月21日获悉，在美国最高法院裁定特朗普政府大规模关税措施违法后，包括大型零 售商开市客（Costco）在内的数百家公司已提起诉讼，要求退还为此前被美最高法裁定"越权"的美政府 关税政策支付的款项。 根据美国海关与边境保护局去年12月的数据，依据《国际紧急经济权力法》实施的关税已累计征收约 1300亿美元。宾夕法尼亚大学的一项估算称，这一总额目前可能已超过1750亿美元。 ...

Core Insights - Costco's Auto Program offers a fixed price and no haggling, significantly reducing the car buying process from an average of six hours to one hour [2] - The program allows members to save substantial amounts on vehicle purchases, exemplified by a member saving over $11,000 on a 2025 RAV4 hybrid [2] - There is a growing trend among car buyers to seek nontraditional purchasing methods to avoid high prices and unexpected costs [3] Company Operations - Costco does not sell cars directly but acts as a broker between its members and local car dealerships, providing value to both parties by reducing uncertainty [4] - Membership costs $65 annually for a Gold Star Membership and $130 for an Executive Membership, indicating a commitment to shopping at Costco [5] - Costco leverages its knowledge of member shopping profiles to negotiate better deals with local car dealers, which helps in driving sales volume while allowing dealers to accept slimmer profit margins [6] Industry Dynamics - Car dealerships are willing to accept lower profit margins due to the sales volume generated by Costco's program, which also reduces their marketing costs [7] - Dealerships typically spend between $400 to $800 per vehicle on advertising, making Costco's membership referral system an attractive lead source [7]

美国最高法院就特朗普政府关税政策作出关键裁决。 裁决公布后，市场整体反应相对克制，但个股表现出现分化。作为美国主要进口商的大型零售企业股价 涨跌不一，沃尔玛(WMT.US)股价下跌1.8%，家得宝(HD.US)上涨1.2%。此前曾起诉特朗普政府、要求 返还关税成本的好市多(COST.US)股价下跌0.4%。 汽车零售相关股票则普遍走强，Cars.com(CARS.US)上涨2%，潘世奇汽车(PAG.US)上涨3%。服装行业 公司股价同样走高，耐克(NKE.US)涨超2.6%，Lululemon Athletica(LULU.US)涨超2%，安德玛 (UAA.US)涨超3.5%。 在政治层面，民主党议员迅速对裁决表示欢迎。众议院筹款委员会首席民主党议员理查德·尼尔称，该 裁决是"美国人民、法治以及美国在全球经济中地位的胜利"。他在声明中强调，贸易立法权属于国 会，"宪法立场十分清晰，没有任何总统可以凭空创造并不存在的权力"。 从市场层面看，此次裁决对金融市场的即时冲击有限。美元指数短暂走低后迅速企稳，标普500指数和 纳斯达克综合指数冲高后回落。根据预测平台Kalshi，市场目前认为，在2026年7月之前，法院 ...

Core Viewpoint - The article discusses potential candidates for stock splits in 2026, highlighting companies with high share prices and strong financial performance that may consider splitting their stocks to enhance accessibility for retail investors [1]. Group 1: Potential Stock Split Candidates - **MercadoLibre (MELI)**: Currently trading at approximately $1,997, it is the highest-priced major growth stock without a split history. The company reported Q3 2025 revenue of $7.41 billion, a 39% year-over-year increase, with total payment volume up 41% to $71.2 billion. Its stock has appreciated 1,910% over the past decade, making it a strong candidate for a split [1]. - **AutoZone (AZO)**: Trading near $3,745, AutoZone has not split its stock in over 30 years. The company generated $6.24 billion in Q4 2025 revenue and repurchased 117,000 shares for $446.7 million. The stock has surged 390% over the past decade, and its high price may eventually lead to a reconsideration of its split policy [1]. - **Costco (COST)**: Currently trading near $988, Costco has not split its stock since 2000. The company reported Q1 FY2026 revenue of $67.31 billion, with comparable sales up 6.4%. The stock has climbed 681% over the past decade, suggesting that management may consider a split as it approaches four-digit territory [1]. - **Meta Platforms (META)**: Trading at around $645, Meta has never split its stock despite a market cap of $1.63 trillion. The company reported Q4 2025 revenue of $59.89 billion, a 23.78% year-over-year increase. With significant share buybacks and strong financial performance, Meta has the flexibility to execute a split [1]. - **Microsoft (MSFT)**: Trading at approximately $398, Microsoft has not split its stock since February 2003. The company reported Q2 FY2026 revenue of $81.27 billion, up 16.72% year-over-year. With a market cap of $2.96 trillion and a stock price increase of 759% over the past decade, Microsoft may consider a split as analyst targets suggest further upside [1]. Group 2: Characteristics of Split Candidates - The five companies mentioned share common characteristics that typically precede stock splits: elevated share prices that create accessibility barriers, strong financial performance supporting continued appreciation, and large market capitalizations providing operational flexibility [1]. - While stock splits do not alter the fundamental value of a company, they can broaden the investor base and improve trading liquidity, which may encourage management teams to consider splits as a means to maintain retail investor participation in their growth stories [1].

Core Viewpoint - Costco's stock has risen approximately 15% this year, trading near $1,000, raising questions about whether the stock is undervalued or if its recent rise complicates investment decisions [1] Sales Performance - In January, Costco's net sales increased by 9.3% year over year to $21.3 billion, with net sales for the first 22 weeks of the fiscal year rising 8.5% to $123.2 billion [4] - Comparable sales for January were reported at 7.1%, with a 6.4% increase when excluding gasoline prices and foreign exchange effects [5] - Digitally enabled comparable sales surged by 34.4% in January, or 33.1% when adjusted for gas and foreign exchange, compared to 18.3% growth in December [6] Financial Metrics - For the fiscal first quarter ending November 23, 2025, net sales rose 8.2% year over year to $66.0 billion, while membership fees grew at a rate of 14% [7] - Adjusted comparable sales for the quarter were 6.4% overall and 20.5% for digitally enabled sales [7] Market Position and Valuation - Costco's e-commerce growth is significantly outpacing its core warehouse sales, indicating strong positioning against competitors like Amazon [8] - The stock trades at approximately 53 times earnings, reflecting expectations of exceptional growth without any slowdown [10] - A price around $830 per share is suggested as a more favorable entry point compared to the current price near $1,000, as the current valuation leaves little room for error [10]

Key Takeaways Target is accelerating digital, AI and omnichannel initiatives to drive growth and guest engagement.COST relies on membership revenues, operational efficiency and strong customer loyalty for steady earnings.Target's attractive valuation and momentum make it the more compelling upside play than Costco.Target Corporation (TGT) and Costco Wholesale Corporation (COST) are two leading players in the U.S. discount retail sector, catering to budget-conscious shoppers. Target, with a market capitaliza ...

Costco's (NASDAQ: COST) stock has rallied nearly 180% over the past five years. The world's largest warehouse club retailer repeatedly impressed investors with robust sales and membership growth, high renewal rates, and new store openings. However, Costco's stock still trades below Wall Street's average price target of $1,062 and its top price target of $1,205. Let's see what it might take for Costco's stock to rise more than 20% and top $1,200. Image source: Getty Images. Where to invest $1,000 right now? ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the best natural and organic food stocks to buy now. Bernstein reaffirmed a Buy rating on Costco Wholesale Corporation (NASDAQ:COST) on February 12 with a price target of $1,155. The firm previously released a rating update on February 9, raising the price target on the stock to $1,155 from $1,146 while maintaining an Outperform rating on the shares. JPMorgan Lowers Costco (COST) Price Target to $1,025, Maintains Overweight Rating The firm told investo ...

Quick Read Consumer Staples ETF (XLP) returned 15.2% year-to-date. XLP’s top three holdings Walmart, Costco and P&G represent 28.73% of assets. Walmart posted 20.2% year-to-date returns. Costco gained 18.3% and PepsiCo added 15.6% while P&G lagged. Retail sales grew 3.3% to $735B in December despite consumer sentiment at a pessimistic 52.9. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The consum ...