Core Viewpoint - Costco is a solid retailer but may not be a worthwhile investment choice due to its high valuation compared to its growth prospects [1][3]. Financial Performance - In fiscal Q1 2026, Costco generated over $67 billion in revenue, marking an 8% increase year-over-year, with net income rising 11% to $2 billion [4]. - The company's profit growth in fiscal 2025 was 10%, which aligns with its current performance but does not justify its high P/E ratio of about 50 [5]. Valuation Comparison - Costco's P/E ratio of 50 is significantly higher than competitors like Amazon at 35 and Walmart at 40, making it less attractive compared to other investment options [6]. - Target, despite declining sales, trades at a P/E of 13, further highlighting Costco's premium valuation [6]. Investment Outlook - While Costco stock is technically a buy, the high price relative to its returns suggests that investors may find better opportunities elsewhere [9]. - The potential for a financial crisis could make Costco stock more appealing, but without such an event, it is advisable to seek other investments [10].

A nationwide retail moment that redefines how Indian food shows up in American kitchens CHICAGO, ILLINOIS / ACCESS Newswire / January 13, 2026 / Quicklly, the leading Indian online marketplace in the United States, today announced its launch of Just by Quicklly ready-to-heat Indian Meals at leading global retailers, Costco and ALDI. This milestone marks a major step in making authentic, restaurant-quality Indian cuisine more accessible to mainstream American shoppers. ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer discussed, along with recent market rotation. Cramer discussed the stock’s unsatisfactory performance last year and recent expectations, as he commented: “Or how about Costco versus Walmart?… How about Costco?… Well, first, it lost its long-standing CFO, Richard Galanti of more than 38 years. He was the heart and soul of Costco. He knew pricing, knew merchandise, knew the customer like no other CFO and most CEOs. Second, the renewa ...

Key Points Costco is an all-weather business, as consumer demand remains healthy throughout an economic cycle. The presence of a scale advantage makes this company difficult to disrupt. Investors will be discouraged by a high starting valuation and the fact that Costco is more mature these days. 10 stocks we like better than Costco Wholesale › In the past 30 years, shares of Costco (NASDAQ: COST) have generated a total return of 16,810% (as of Jan. 9). If you invested $6,000 in this retail stock ...

Core Insights - The State Street Consumer Staples Select Sector SPDR ETF (XLP) is a passively managed ETF launched on December 16, 1998, providing broad exposure to the Consumer Staples sector [1] - The ETF is the largest in its category with over $14.9 billion in assets, aiming to match the performance of the Consumer Staples Select Sector Index [3] - It has a low expense ratio of 0.08% and a 12-month trailing dividend yield of 2.67%, making it an attractive option for investors [4] Fund Details - XLP seeks to replicate the performance of the Consumer Staples Select Sector Index, which represents the consumer staples sector of the S&P 500 Index [3] - The ETF has a 100% allocation in the Consumer Staples sector, providing diversified exposure [5] - The top three holdings include Walmart Inc (11.83%), Costco Wholesale Corp, and Procter & Gamble Co, with the top 10 holdings comprising 61.12% of total assets [6] Performance Metrics - As of January 13, 2026, the ETF has increased by approximately 3.22% year-to-date and 7.83% over the past year, trading between $75.6 and $83.6 in the last 52 weeks [7] - The ETF has a beta of 0.51 and a standard deviation of 11.61% over the trailing three-year period, indicating medium risk [7] Alternatives - XLP carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Consumer Staples sector [8] - Other alternatives include Fidelity MSCI Consumer Staples Index ETF (FSTA) with $1.35 billion in assets and Vanguard Consumer Staples ETF (VDC) with $7.47 billion, both with competitive expense ratios [10]

Core Insights - Plaid Technologies Inc. is advancing its development of graphene-oxide dispersion methods for cement applications, particularly in wellbore cement, amidst increasing research on graphene-enhanced materials in construction and industrial sectors [1][4]. Company Developments - The company is collaborating with Petro Flow LLC to implement an ultrasonic injection process aimed at enhancing the dispersion of graphene-oxide in cementitious mixtures, with preliminary lab results indicating potential improvements in hydration and material properties [2][5]. - Plaid's development program is focused on evaluating the consistency and economic feasibility of achieving enhanced mechanical performance and durability in cementitious composites through its dispersion methods [3][8]. Industry Context - Research indicates that small amounts of graphene can significantly improve the mechanical properties and durability of cementitious materials, which is driving interest in its application across various sectors, including aerospace and automotive [4][8]. - The company aims to leverage its proprietary techniques to convert the documented benefits of graphene into commercially viable applications, starting with wellbore cement and expanding into other high-value construction materials [4][5]. Market Opportunity - With approximately 4.5 million orphaned and abandoned wells in the US, there is a pressing need for effective methods to seal these wells, a challenge that Plaid is addressing through its innovative dispersion methods [6]. - The US Federal Government has allocated $4.7 billion under the Bipartisan Infrastructure Law to tackle the issue of abandoned wells, although Plaid has not yet secured contracts related to this funding [6].

Core Viewpoint - Golden Cariboo Resources Ltd. has commenced its 2026 exploration program at the Quesnelle Gold Quartz Mine Property, focusing on expanding previous exploration successes and enhancing drilling operations [1][2][4]. Exploration Program Details - The 2026 mineral exploration program aims to build on past technical successes, with field activities including opening access roads and preparing water lines for drilling [2]. - The initial drilling will focus on QGQ25-28, which has been drilled to a depth of 354.19 meters (1,162 feet) and is located in the Halo zone [2]. - Previous drilling at QGQ24-20 encountered significant gold grades, returning 137.17 meters (450.0 feet) of 1.55 g/t gold and 16.05 g/t silver, including high-grade intervals [2]. Drilling and Exploration Activities - The company plans a 7,500-meter (24,600 feet) surface diamond drilling program targeting priority zones identified through geological studies [3]. - The transition from NQ to HQ-sized core is anticipated to improve core recovery and geological insights [3]. - Additional exploration activities will include over 1 kilometer of trenching, mapping, prospecting, geochemical sampling, and geophysical studies [3]. Company Background - Golden Cariboo Resources Ltd. is focused on targeted drilling and trenching programs at its Quesnelle Gold Quartz Mine property, which is strategically located near Osisko Development [6]. - The property is part of a historically rich gold mining area, with over 101 placer gold creeks recorded along a 90-kilometer (56 miles) trend [7][8].

以下文章来源于金错刀 ，作者祥燎 金错刀 . 科技商业观察家。爆品战略提出者。 不是商场羽绒服买不起， 而是超市羽绒服更有性价比。 文 ｜ 祥燎 编辑 ｜ 张一弛 来源｜ 金错刀（ID：ijincuodao） 封面来源 ｜ IC Photo 天价羽绒服，似乎渐渐有了 "失宠"的迹象。 昔日顶流加拿大鹅， 2022 到 2025财年 的 营收增速从 21.54%骤降至1.1%，增长几乎陷入停滞。与巅峰期相比， 其 市值已缩水超 440亿元人民币 ——更直白的提示是，控股加拿大鹅12年的贝恩资本正在考虑卖掉加拿大鹅，可见其失宠程度。 近两年的新晋顶流 Moncler ， 也走出了高光时刻 。 该品牌 2025年第三季度营收同比下滑， 结束了其 连续九年的双位数高增长 神话 。 明明是御寒服饰，但动辄上万的价签，瞬间让不知情的人如坠冰窖，只想赶紧逃离。 逃离商场之后，很多人却奔向了一个意想不到的地方：超市。 胖东来、 Costco、山姆、大润发、联华超市，这个冬天迎来了一波羽绒服销售热潮。 胖东来的一件 256元的羽绒服， 在二手交易平台上 被 一些代购商加价售卖 ， 价格 从 400元 到 600元不等 。 还有 ...

Core Viewpoint - Costco Wholesale Corporation (NASDAQ:COST) is recognized as a strong investment opportunity, particularly after a recent stock pullback, which Mizuho believes is overdone [2]. Group 1: Stock Performance and Analyst Insights - Costco shares experienced a decline of approximately 6% in 2025, while the S&P 500 index increased by over 16% [3]. - Mizuho upgraded Costco's stock rating from Neutral to Outperform and raised the price target from $950 to $1,000 [2]. - Analyst David Bellinger noted that the recent stock correction of about 20% is linked to concerns over slowing membership and comparable sales growth, which he argues are temporary issues [3]. Group 2: Membership and Growth Analysis - Bellinger provided a proprietary store-level analysis indicating that around half of recent U.S. warehouse openings are 'fill-ins,' which are affecting membership growth by drawing demand from high-volume locations [3]. - The rate of premium member additions in Q1 is 2-3 times higher than total membership growth, indicating a positive trend in trade-up activity [3]. - Domestic renewal rates for memberships remain exceptionally high, exceeding 90% and above the 10-year running average [3]. Group 3: Future Catalysts - Current investor concerns are attributed to an excess of consumer demand, which may stabilize as Costco normalizes wage growth after a period of strong increases [3]. - There is potential for a special dividend, which could serve as a catalyst for future stock performance [3].

Core Insights - Costco's Executive Membership offers significant savings through a 2% cashback on purchases, making it financially beneficial for members who spend over $3,250 annually [4][5][6] Membership Structure - Costco provides two membership options: Gold Star Membership at $65 and Executive Membership at $130, with the latter offering additional benefits [4] - Executive members earn a 2% cashback on most purchases, capped at $1,250 per year, which can offset the higher membership fee [11] Financial Performance - Membership income grew by 7.3% year-over-year, driven by an increase in membership base and upgrades to Executive Membership [8] - As of the end of Q1, Costco had 39.7 million paid Executive memberships, a 9.1% increase from the previous year, contributing to a total of 81.4 million paid members [9] Renewal Rates - The renewal rate for U.S. and Canada members was 92.2%, while the worldwide rate was 89.7%, reflecting a slight decline from the previous quarter [10] Additional Benefits - Executive members enjoy early shopping hours, starting at 9 a.m. on weekdays and Sundays, and receive a $10 monthly credit for Instacart or same-day delivery on orders over $150 [18] - Enhanced benefits include discounts on various services such as travel packages and insurance [18] Market Strategy - Costco's strategy focuses on promoting the Executive Membership, which is crucial for its operating profit, with nearly half of its members opting for this tier [7] - Analysts suggest that the exclusive shopping hours may attract more customers to upgrade their membership, although there are concerns about potential alienation of some members [12][14]