We recently published 5 Stocks That Were On Jim Cramer’s Radar As He Discussed AI. Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer recently discussed. Costco Wholesale Corporation (NASDAQ:COST) continues to be one of Cramer’s top stocks. Throughout the year, he has praised the firm’s intent to secure low prices for consumers. This time, he discussed Costco Wholesale Corporation (NASDAQ:COST)’s fiscal fourth quarter earnings, which saw the firm’s $86.16 billion in revenue and $5. ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the Top Blue Chip Stocks to Buy At 52-Week Lows. On September 25, Costco Wholesale Corporation (NASDAQ:COST) released its fiscal fourth quarter results for 2025. The company delivered $86.16 billion in revenue, up 8.10% year-over-year and ahead of expectations by $99.41 million. The EPS of $5.87 also topped estimates by $0.07. Wall Street has a mixed opinion on the stock despite the outperformance. On September 29, Steven Zaccone from Citi reiterated ...

Costco Wholesale Corporation (NASDAQ:COST) ranks among the top picks for a retirement portfolio. With a price target of $1,205, UBS maintained its Buy rating on Costco Wholesale Corporation (NASDAQ:COST) on September 26. The firm stated that market anxieties that preceded Costco’s fourth-quarter earnings announcement will likely migrate to new issues that arose after the results were released. UBS added that it is confident Costco Wholesale Corporation (NASDAQ:COST) will continue to have similar sales mo ...

Core Viewpoint - The government shutdown is expected to have a significant impact on consumer spending and certain retail stocks, particularly as the holiday shopping season approaches [1][4]. Market Performance - Initial market reactions included a dip, but there is a recovery as the market adjusts to the anticipated short duration of the shutdown, likely between one week to ten days [2][3]. Impact on Employment and Consumer Spending - Approximately two million federal employees may face furloughs, which could affect consumer spending and the housing market, especially if mass layoffs occur [3][4]. - The duration of the shutdown and potential mass layoffs will be critical factors influencing consumer behavior and spending patterns [4][7]. Holiday Shopping Season - The holiday shopping season is set to begin in early to mid-October, and any mass layoffs could quickly impact holiday spending [5][6]. - Retail forecasts from organizations like the National Retail Federation and Mastercard will be closely monitored for adjustments due to the shutdown [7]. Consumer Behavior and Retail Preferences - In a tightening economic environment, consumers are likely to gravitate towards cost-conscious retailers such as Costco, Walmart, and TJX, which offer better value [8][9]. - Retailers like Target and traditional department stores may be more vulnerable due to their positioning in the market [10][11]. Retailer Performance Outlook - Costco is highlighted as a strong performer due to its one-stop shopping model and focus on fresh foods, which appeals to consumers during the holiday season [12][15]. - Holiday spending is projected to increase by 3.4%, with Costco expected to outperform this figure based on its ability to capture consumer wallet share [17][18]. Demographic Spending Trends - There are concerns that Gen Z may reduce their holiday spending by 25% if the shutdown persists, reflecting broader consumer sentiment [19][20]. - The overall impact of the shutdown could lead to a general tightening of spending across various demographic groups, not just Gen Z [20][21].

Key Points The warehouse retailer continues to see greater foot traffic and transaction sizes. Despite its massive size, the business has plans to open many more warehouse clubs. The stock has been a huge winner to date, but the market now has lofty expectations. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) dominates the retail landscape and raked in $269.9 billion of net sales in its fiscal 2025 (ended Aug. 31). The business has a loyal following, thanks to its ...

Key Points Costco's membership model works well in any environment, even when there's inflation. Its stock trades at a premium valuation, and any negative sentiment could send it down. Costco's been resonating with a digital-first crowd, resulting in increased online signups. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) has been one of those stalwart stocks you can rely on to beat the market for decades. It has handily outperformed the S&P 500 over most time per ...

Key Points Costco delivered steady revenue and net income growth in fiscal 2025. The company's P/E ratio is well above those of its nearest peers. It's not clear that Costco can or should try to accelerate its expansion. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) just released its earnings for the fourth quarter of fiscal 2025 (ended Aug. 31). For the fiscal year, the company reported impressive net sales growth, particularly given the uncertain economy and co ...

[Music] It is time for the light of course and then the lightning round is over. Are you ready ski daddy time for the light round so John in North Carolina John. >> Yes. Uh yes sir.Got a question about Arista Network. Ticker symbol A N E T. >> J Shri Yal is unbelievable.I was talking to her neighbor today. Literally came to my book signing and we were both marveling. I got to get her back on the show.That company is doing so well. Great call. Let's go to Todd in Connecticut.Todd, >> hey Jim, how you doing. ...

Core Insights - Costco slightly exceeded earnings expectations, but the market reaction was negative, with shares dropping 2% [1] Group 1: Earnings Performance - Costco reported an 8% sales increase to $86.2 billion, surpassing analysts' expectations of $86 billion [5] - The company achieved increases in both revenue and net income, contrasting with declines reported by other retailers like Target and Macy's [3][4] Group 2: E-commerce Growth - E-commerce revenue rose by 13.6% year-over-year, contributing to better-than-expected sales [6] - For the full fiscal year, e-commerce sales increased by 15% to $19.6 billion, representing 7% of net sales, with a 27% increase in traffic to the e-commerce site [7] - Management noted that nearly half of new memberships are from individuals under 40, although online members are less likely to renew [8] Group 3: Holiday Strategy - Costco has begun its holiday season preparations, but CEO Ron Vachris indicated a shift in product offerings, focusing on high-ticket items rather than traditional seasonal goods [9][10] - The company has reduced its stock of discretionary items, signaling an expectation of continued low discretionary spending [11] Group 4: Market Position - Despite a solid quarter, Costco's stock performance has lagged behind the S&P 500 by over 13 percentage points [12] - The company is well-positioned to retain value even if consumer discretionary spending declines further [12]

Core Viewpoint - Costco reported strong earnings and revenue results, demonstrating its pricing power and resilience in a challenging economic environment, making it a favorable investment option [1][11][12] Financial Performance - For the 16-week quarter, Costco achieved net sales of $84.43 billion, an 8% increase year-over-year, and total revenue of $86.16 billion, surpassing estimates [2] - The net income for the quarter was $2.61 billion, translating to $5.87 in earnings per diluted share, exceeding expectations of $5.80 per share [2] - For the full fiscal year 2025, Costco's net sales reached approximately $269.9 billion, up from $249.6 billion in the previous year, with diluted EPS rising to $18.21 from $16.56 [3] Sales Trends - Comparable sales for Q4 showed strong performance, with adjusted U.S. sales increasing by 6%, Canada by 8.3%, and international sales by 7.2%, leading to an overall increase of 6.4% for the quarter [4] - E-commerce sales saw a significant rise, with adjusted comp sales increasing by 16.1% over the 52-week period [5] Membership and Cash Flow - Membership fees increased by 14% to $1.72 billion in Q4, highlighting the strength of Costco's membership model [5] - The company maintained robust free cash flow, with operating cash inflows of $13.34 billion and total cash/equivalents rising to $14.16 billion from $9.9 billion the previous year [6] Market Position and Consumer Behavior - Despite economic headwinds such as inflation and consumer spending cuts, Costco's commitment to low prices on essential goods has attracted more customers [7] - The company is strategically reinvesting a portion of its fee increases to enhance pricing competitiveness, benefiting both members and shareholders [7] Long-term Outlook - Although comparable sales growth has slowed in recent quarters, Costco's ability to grow in e-commerce and maintain a strong capital position suggests it remains a solid long-term investment [11] - The modest headline beat in earnings reflects Costco's defensive strength and potential for upside, reinforcing its value as a portfolio asset [12]