Costco Wholesale Corporation (COST) posted second-quarter fiscal 2025 results, with the top line surpassing the Zacks Consensus Estimate while the bottom line missing the same. Both metrics showed year-over-year growth. The company also registered decent comparable sales growth during the quarter. Costco’s Quarterly Performance: Key Metrics and InsightsCostco reported adjusted earnings of $4.02 per share for the quarter under review, which missed the Zacks Consensus Estimate of $4.09. The metric increased 8 ...

Core Insights - Costco's shares fell 6.4% following mixed earnings results, with management discussing the impact of tariffs on the business and the retail sector [1] Financial Performance - Earnings per share for the second fiscal quarter of 2025 were reported at $4.02, missing Wall Street estimates by $0.09 [2] - Revenue reached $63.7 billion, surpassing estimates of $63.13 billion [2] Tariff Impact - Approximately one-third of Costco's U.S. sales are imported, with less than half of those products sourced from China, Mexico, and Canada [3] - Management emphasized that tariffs will affect the entire retail sector, but Costco is prepared to mitigate the impact through a reduced SKU model and strong supplier partnerships [4] Membership Fees - Costco raised annual membership fees for the first time since 2017, contributing about 3% to fee income in the second fiscal quarter, with most benefits expected over the next four quarters [5] Stock Valuation - Despite recent sell-offs, Costco's stock trades at 53 times forward earnings, indicating a significant rerating in 2024; however, the elevated valuation and ongoing tariff issues suggest caution in buying the stock [6]

Costco Wholesale Corp COST shares are down on Friday, after the company reported mixed fiscal second-quarter results.The results came in amid an exciting earnings season. Here are some key analyst takeaways.Goldman Sachs On Costco WholesaleAnalyst Kate McShane maintained a Buy rating while raising the price target from $1,087 to $1,102.Costco Wholesale's total company same-store sales, excluding gas, grew by 9.1%, beating consensus of 6.3%, McShane said in a note. He added that the company's earnings of $4. ...

Costco Wholesale Corp (NASDAQ:COST) stock is down 4.9% to trade at $206.63 at last glance, after the retailer reported worse-than-expected profits for the second quarter due to rising merchandising costs. Revenue beat estimates, however, and the equity still attracted no fewer than five price-target hikes, including one from Jefferies to $1,180 from $1,145. Despite today's negative price action, COST sports a 26.7% year-over-year lead. Shares have pulled back from their Feb, 13, record high of $1,078,23, an ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Costco Wholesale (NASDAQ: COST ) (TSX: COST:CA ) just reported its Fiscal Q2-2025 earnings results, and the results looked good overall -- no surprise there. EPS slightly missed expectations, but revenue beat expectations slightly. The stock fell by 1.2% in the after-hours session after theI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story ( ...

2nd Quarter FY 2025 Q2 Highlights - Sales $62.5B Net Sales +9.1% Growth +6.8% Comparable Sales +9.1% +5.7% +1.0% Comparable Ticket Supplemental Information 1 Comparable Traffic +3.2% Adjusted Comparable Ticket1 +20.9% E-Comm Comparable Sales +22.2% Adjusted E-Comm Comparable Sales2 1 - Excluding impacts from changes in gasoline prices and foreign exchange 2 - E-commerce Comparable Sales excluding impacts from FX 2 Adjusted Comparable Sales1 Q2 Highlights – Sales - Segment Reporting | Comp Sales | US | Canad ...

Costco Wholesale Corporation (NASDAQ:COST) Q2 2025 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Gary Millerchip - EVP and CFO Ron Vachris - President and CEO Conference Call Participants Simeon Gutman - Morgan Stanley Michael Lasser - UBS Christopher Horvers - JPMorgan Scot Ciccarelli - Truist Securities Zhihan Ma - Bernstein Oliver Chen - TD Cowen John Heinbockel - Guggenheim Securities Rupesh Parikh - Oppenheimer Greg Melich - Evercore ISI Edward Kelly - Wells Fargo Chuck Grom - ...

Core Insights - The Trump administration's tariffs on Canada and Mexico create uncertainty for Costco, but the company is well-prepared to handle potential impacts due to its strong supplier partnerships and nimble operations [1][2]. Financial Performance - Costco's second-quarter net sales increased by 9.1% to $62.53 billion, with net sales for the first 24 weeks of fiscal 2025 rising by 8.3% to $123.52 billion [4]. - Comparable sales grew by 6.8%, with U.S. sales up 8.3% and Canadian sales up 4.6%. eCommerce sales surged by 20.9% [5]. - February sales rose by 8.8% to $19.81 billion [5]. Membership and Customer Engagement - Membership income increased by 7.4%, with renewal rates at 90.5% globally and 93.0% in the U.S. and Canada [6]. - Paid memberships rose by 6.8% to 78.4 million, while total cardholders grew by 6.6% to 140.6 million. Executive memberships accounted for 36.9 million cardholders, representing 73.8% of worldwide sales [7]. Digital Growth - Digital metrics showed significant improvements, including a 13% increase in site traffic, a 10% rise in average order value, and a 19% increase in logistics deliveries [8]. - A new digital multi-vendor mailer is enhancing member engagement by allowing more targeted marketing [9]. Store Expansion - Costco plans to open 28 new stores by the end of fiscal 2025, currently operating 897 warehouses, including 617 in the U.S. and Puerto Rico, and 109 in Canada [7].

Costco (COST) reported $63.72 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 9%. EPS of $4.02 for the same period compares to $3.71 a year ago.The reported revenue represents a surprise of +0.79% over the Zacks Consensus Estimate of $63.22 billion. With the consensus EPS estimate being $4.09, the EPS surprise was -1.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...