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Retail Investors on Reddit Like Costco Wholesale (COST), Here’s Why
Yahoo Finance· 2025-11-25 13:43
We recently published Top 10 Non-AI Stocks Redditors are Buying Ahead of Potential Bubble Burst. Costco Wholesale Corp (NASDAQ:COST) is one of the top non-AI stocks redditors are buying. Redditors believe Costco Wholesale Corp (NASDAQ:COST) remains one of the best non-AI stocks for long-term investors. Evercore ISI analyst Greg Melich said in a note last month that extended operating hours and selling GLP-1 drugs at its stores are expected to boost traffic for Costco Wholesale Corp (NASDAQ:COST). The anal ...
Jim Cramer on Costco: “It’s Been One of the Greatest Performers of All Time”
Yahoo Finance· 2025-11-25 13:15
Group 1 - Costco Wholesale Corporation (NASDAQ:COST) is recognized for its strong long-term performance, despite recent stock price challenges [1] - The stock is currently trading at 44 times earnings, which is higher compared to the broader market, leading to its "lackluster" performance [1] - Jim Cramer suggests that Costco is a buy opportunity when priced under $900, indicating it is relatively cheaper than its historical valuation [1] Group 2 - Costco operates membership warehouses offering a variety of products including groceries, fresh food, household goods, and electronics [2] - The company also provides additional services such as pharmacies, gas stations, optical centers, and e-commerce options [2]
How Is Costco’s Stock Performance Compared to Other Consumer Defensive Stocks?
Yahoo Finance· 2025-11-25 13:02
Washington-based Costco Wholesale Corporation (COST) has carved out a dominant position in global retail by selling high volumes of food and general merchandise at deeply discounted prices through its exclusive membership model. Supported by a growing network of warehouses across major international regions, the company continues to widen its global footprint. Alongside its physical expansion, Costco’s e-commerce platforms in many of these markets further strengthen its reach and accessibility. With a mar ...
Costco’s (COST) the Only One Who Can “Touch” Walmart, Says Jim Cramer
Yahoo Finance· 2025-11-25 06:54
We recently published Jim Cramer Discussed These 11 Stocks & Commented On A Market Reversal. Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer discussed. As is generally the case, Cramer ended up discussing Costco Wholesale Corporation (NASDAQ:COST) as he mentioned Walmart. Despite the fact that the retailer's shares have struggled recently, Cramer has continued to hold the stock for his charitable trust. In fact, he has gone as far as to comment that Costco Wholesale Corporation ...
Cramer's Stop Trading: Tractor Supply
Youtube· 2025-11-24 15:59
分组1 - The core theme revolves around identifying retailers that can perform well despite a weak consumer environment, with Tractor Supply being highlighted as a hedge against this weakness [1] - Walmart is favored for its resilience, despite having a high valuation multiple, while Costco is noted for disappointing performance and reaching its first 52-week lows since 2009 [1][3] - The decline in Costco's stock price is significant, but the company is still considered fundamentally strong, indicating a potential buying opportunity once a bottom is confirmed [3] 分组2 - The discussion includes the performance of strip malls, suggesting they are still relevant in the retail landscape [4]
Why Costco Stock May Struggle Even as Its Business Thrives
Yahoo Finance· 2025-11-24 15:31
Costco logo in front of Costco homepage on desktop computer. Key Points COST shares have now erased all of their 2025 gains following a 10% dip in the last three months. Despite consistent earnings beats and strong comp sales, the stock is nearing crucial technical levels that could trigger the next wave of momentum. Is COST finally ready to rebound? There are reasons for hope and fear, but the charts are hinting that further downside lies ahead. Interested in Costco Wholesale Corporation? Here are fi ...
This Costco-Like Retailer Trades at a Much Cheaper Valuation Than Costco. Is It a Buy?
The Motley Fool· 2025-11-24 01:43
Core Viewpoint - BJ's Wholesale Club is trading at a significant discount compared to Costco, presenting an interesting investment opportunity for those who find Costco's stock too expensive [1]. Membership and Sales Trends - BJ's total fiscal third-quarter revenue increased by 4.9% year over year to $5.35 billion, with comparable sales growing by 1.1%, and adjusted for gasoline prices, they rose by 1.8% [5]. - Membership fee income surged by 9.8% to $126.3 million, driven by higher-tier membership penetration and fee increases [5]. - Digitally enabled comparable sales grew by 30% year over year, indicating a significant increase in online sales contribution [7]. Profitability and Operating Performance - BJ's operating income declined by 4.8% year over year to $218.4 million, while net income slipped by 2.4% to $152.1 million due to rising labor and occupancy costs [6]. - The company expects comparable club sales, excluding gasoline, to rise by 2% to 3% for the full fiscal year and has raised its adjusted earnings-per-share outlook to a range of $4.30 to $4.40 [7][8]. Valuation Comparison - BJ's trades at approximately 19 times forward earnings and about 0.6 times sales, while Costco trades at a forward price-to-earnings ratio of about 44 and 1.4 times sales [11]. - The valuation gap reflects BJ's slower growth profile, with total revenue increasing by 4.3% year over year to $15.9 billion for the first nine months of fiscal 2025, compared to Costco's 8.2% revenue growth [10][11]. Market Position and Competitive Landscape - BJ's operates fewer than 300 clubs, while Costco has over 900, which contributes to Costco's stronger brand recognition and sales volume [12]. - BJ's must demonstrate its ability to achieve sustained sales growth and competitive advantages in a crowded market that includes Costco and Walmart's Sam's Club [14]. Investment Perspective - BJ's current valuation appears reasonable for a membership-based retailer with positive comparable sales and increasing membership fees, making it a solid alternative for investors seeking exposure to the warehouse club model [15].
Costco quietly fixed a massive customer checkout pain point
Yahoo Finance· 2025-11-23 17:47
Core Insights - Costco's business model focuses on minimizing costs to provide savings to its members, operating its stores like warehouses with merchandise on pallets and limited traditional store investments [1][2] - The company emphasizes a simple operating philosophy of keeping costs down and leveraging its large membership base and buying power to offer the best prices [2] - While cautious with technology investments, Costco is making strategic upgrades to enhance user experience, including checkout process improvements and digital enhancements [3][4][6] Checkout Improvements - Costco has tested self-checkout but has shifted to a new method that integrates human cashiers while speeding up the checkout process for members [4] - The new checkout technology allows employees to scan items while members are in line, reducing the time spent at the cashier [5] Technology Enhancements - The company is advancing its technology roadmap for digital and e-commerce, focusing on improving search effectiveness and user experience [6] - Recent enhancements include data augmentation for better search, passwordless sign-in for the mobile app, and a waiting room feature for high-demand items to reduce bot traffic and improve site stability during peak times [7]
Costco Stocks “in Freefall,” Admits Jim Cramer
Yahoo Finance· 2025-11-23 05:58
We recently published 10 Stocks Jim Cramer Talked About. Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer discussed. For Jim Cramer's morning appearances, where there's Walmart, there's also Costco Wholesale Corporation (NASDAQ:COST). He has discussed both firms regularly throughout 2025 and kept an upbeat tone about them. Cramer believes that Costco Wholesale Corporation (NASDAQ:COST) plays an important role in the economy to ensure that Americans can buy affordable groceries. H ...
Read This Before Buying Costco Stock
The Motley Fool· 2025-11-22 18:20
Core Insights - Costco has generated a total return of 159% over the past five years, with net sales reaching $270 billion in fiscal 2025, although shares are currently 17% off their peak [1] Group 1: Membership Model - Costco's membership model is a key differentiator, requiring customers to pay an annual fee of $65 to shop at its warehouses, with 81 million membership households globally, reflecting a 6.3% year-over-year increase in Q4 2025 [3][4] - The high renewal rate of around 90% for memberships fosters customer loyalty and encourages repeat visits to warehouses [4] Group 2: Sales Performance - Same-store sales (SSS) increased by 5.9% in fiscal 2025, indicating consistent growth and strong operational stability [5][6] - The company's strategy of offering high-quality merchandise at competitive prices contributes to its ability to maintain steady demand across various economic conditions [6] Group 3: Valuation Concerns - Costco shares are considered expensive, trading at a price-to-earnings (P/E) ratio of 49.2, which raises concerns about potential returns if purchased at high valuations [8] - The elevated P/E ratio suggests that the market may consistently reward Costco with a premium valuation, but this leaves little margin for safety and could lead to future contraction as the company matures [9]