Investors are souring on Costco as concerns about consumer spending mount.This has been another great year for the broader stock market, with the S&P 500 up 14% year-to-date (YTD). Costco Wholesale (COST +0.59%) shareholders are used to doing even better than the index, with the stock having trounced the S&P 500 over the last five, 10, and 20 years.But this year is different. At the time of this writing, Costco shares are down 3.3% year to date. You'd have to go all the way back to 2002 to find a year in wh ...

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 ...

LIVE Thanksgiving Sales Data Were Mixed. Now Is the Real Test. Last Updated: 1 hour ago Retail Stocks Move Cautiously Higher. Beware the 'Silly Season.' By Sabrina Escobar Retail stocks were on track to post modest gains in Friday's holiday-shortened trading session. Subscribe to Barron's Tools Customer Service Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory The SPDR S&P Retail ETF, also k ...

But while retailers expect to see a surge in crowds, they are facing a more frugal shopper this year. With us now at Post 9 to break down the holiday expectations amid the macroeconomic uncertainty as UBS senior retail analyst Michael Lasser. It is confusing because we hear all about, you know, the low to middle income consumer getting worse.We hear about uncertainty. We hear about tariffs. And yet we're expecting growth.Yeah. Yearon year. So how do you characterize what's happening with the consumer.The wa ...

Choosing between the two retailers may come down to valuation.Economic indicators point to uncertainty, but you would not know that from the financial results of Walmart (WMT +1.96%) and Costco (COST +1.56%). Despite being mature companies, these enterprises continue to post rising sales and improving profits.Such results may indicate that both stocks are buys. However, given the state of both Walmart and Costco, one likely stands out over the other. The stock to chooseUnder current circumstances, investors ...

Core Insights - A record number of shoppers, approximately 186.9 million, are expected to shop from Thanksgiving Day through Cyber Monday, marking an increase of about 3 million from last year [4] - Black Friday remains the largest shopping day, with around 130.4 million shoppers planning to participate, followed by Cyber Monday at 40% and Small Business Saturday at 36% [5] Retail Performance - Costco and Walmart are identified as key winners in the holiday shopping season due to their strong brand presence and ability to offer low prices [6] - Costco's stock is down 2.5% year-to-date with a HOLD rating, while Walmart is up nearly 18% year-to-date, also holding a HOLD rating [7] Consumer Behavior - Direct-to-consumer brands face challenges as consumers increasingly price-check items on platforms like Amazon, leading to heightened price sensitivity [8][9] - Luxury brands like Louis Vuitton are performing well, as the top 10% of earners contribute significantly to consumption despite broader consumer pullbacks [10] Economic Context - The National Retail Federation forecasts total holiday spending to exceed $1 trillion for the first time, with sales growth projected between 3.7% and 4.2% for 2024 [13] - Retail stocks have struggled overall this year, with both consumer discretionary and staples sectors lagging behind the broader market due to economic pressures [14] Notable Retailers - Discount chains such as Dollar General and Dollar Tree have seen stock increases of over 30% this year, while brands like Coca-Cola have gained around 16% [15]