Costco Wholesale Corporation (NASDAQ:COST) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Costco (COST) Target Lowered at Truist on Valuation Concerns Photo by Dan Dennis on Unsplash On December 12, Truist analyst Scot Ciccarelli cut Costco Wholesale Corporation (NASDAQ:COST) price target to $926 from $1,033 and kept a Hold rating. He noted the company had another solid quarter, with US comps up 5.9% and enterprise comps up 6.4%. Membership growth is still healthy at 5.2%, but it ...

Core Insights - Costco Wholesale reported strong fiscal Q1 earnings, with revenue increasing by 8% to $67.31 billion and adjusted EPS rising by 11% to $4.50, surpassing analyst expectations [5] - Despite strong sales momentum, Costco's stock has declined nearly 5% year-to-date and is about 11% lower over the past year [1] Sales Performance - E-commerce sales surged by 20.5%, with traffic increasing by 24% and average order value up by 13% [2] - Same-store sales grew by 6.4% when adjusted for gasoline prices and foreign currency, with U.S. same-store sales rising by 5.9% and Canadian comparable-store sales climbing by 9% [6] - Membership-fee revenue increased by 14% year-over-year to $1.33 billion, supported by a price hike in September 2024 [8] Membership Dynamics - Paid memberships rose by 5.2% to 81.4 million households, with higher-cost executive memberships increasing by 9.1% to 39.7 million [8] - Membership renewal rates were 92.2% in North America and 89.7% worldwide, although younger consumers showed lower renewal rates [9] Expansion and Future Outlook - Costco opened eight new locations in the quarter, bringing the total to 921 stores, but reduced its new store outlook to 28 for the fiscal year due to delays [10] - The stock's forward P/E ratio is currently at 43.5, which is below its earlier valuation this year but still higher than historical averages [12] - The company is expected to remain range-bound in stock performance over the next year as it works to align its valuation with its strong operational performance [14]

This top stock can grow in value for a lifetime.A $1,000 investment in Costco Wholesale (COST 3.01%) stock in 1995 would be worth $157,000 today, assuming dividends were reinvested to purchase additional shares. That is a rare 100-plus bagger, showing the power of patiently holding shares of quality businesses for a lifetime of compounding returns.Its expansion in North America largely drove those returns, but it is still in the early innings of international expansion. If you're looking to park extra cash ...

This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Costco’s scan-and-go pilot is improving checkout speed by up to 20% at locations that have adopted the technology, executives said on a Q1 2026 earnings call last week. The addition of membership card scanners at warehouse entrances is working alongside scan-and-go to improve the shopper experience as well as store productivity, according to President and CEO ...

Costco logo over a blurred warehouse aisle with a shopping cart in the foreground. Key Points Costco had a solid quarter and showed momentum in its Q1 FY2026 results, providing investors with reasons to be optimistic. Cash flow is positive, the cash pile is building, and a special dividend payment is on the horizon. Analysts lifted price targets and pointed to a solid double-digit upside and new all-time highs. Interested in Costco Wholesale Corporation? Here are five stocks we like better. Costco ...

Core Insights - Costco Wholesale Corporation is a leading global retailer with over 900 warehouses, known for its membership-only model and bulk sales strategy [1] Financial Performance - In the first quarter, Costco reported an 8% increase in revenue, reaching $67.3 billion, exceeding analysts' expectations by $200 million [3] - Earnings per share were reported at $4.50, surpassing forecasts by $0.22, indicating strong financial performance [3] Expansion Strategy - The company continues to expand aggressively, operating 923 warehouses at the end of the quarter, an increase of 26 from the previous year [4] - Comparable sales rose by 6.4% on an adjusted basis, with a 5.9% growth in the US market [4] Digital Engagement - Digitally enabled sales surged by 20.5%, highlighting the impact of strong online engagement on overall sales and customer traffic [4] Membership Income - Membership fee income increased by 14% year-over-year to $1.33 billion, supported by a higher penetration of Executive Memberships [5] - Despite a slight decline in renewal rates, the company's focus on technology enhances member experience and productivity [5] Price Target Adjustment - Scot Ciccarelli from Truist Financial set a new price target of $926 for Costco, indicating a potential increase of approximately 6.7% from its then-current price of $867.89 [2][6]

Costco Wholesale Corp. (NASDAQ:COST) broke records for pie sales this Thanksgiving season, in addition to non-food Black Friday online orders, executives said Thursday on the company's conference call. COST stock is moving. See the chart and price action here. During Costco's earnings call, CEO Ron Vachris reported that the company sold a record-breaking 4.5 million pies in just the three days leading up to Thanksgiving 2025.Here is the breakdown of those numbers and how they compare to previous years:The N ...

Core Insights - Costco Wholesale Corporation reported first-quarter fiscal 2026 earnings of $4.50 per share, exceeding analysts' expectations by 19 cents, with revenue increasing 8.3% year-over-year to $67.3 billion [1] - Membership fee revenue grew by 14.0% to $1.33 billion, outperforming forecasts [1] - Despite strong earnings, Costco shares fell nearly 2% in afternoon trading, contributing to a 5% decline in stock value for 2025, underperforming compared to Walmart's nearly 30% gain and the S&P 500's 16% rise [2] E-commerce Performance - Digitally enabled comparable store sales surged by 20.5% in the latest quarter, while overall comparable store sales increased by 6.4% [2] - The company expressed optimism regarding the growth of digital sales, expecting them to outpace average sales growth over the long term, as stated by CFO Gary Millerchimp [3] Membership Revenue - The increase in membership fee revenue indicates strong customer engagement and loyalty, contributing significantly to overall revenue growth [1][4] - Costco did not provide a full-year outlook, leaving investors with uncertainty regarding future performance [4]

COST attracted thee price-target cuts after the event, as well as two bull notesCostco Wholesale Corp (NASDAQ:COST) stock is 1.7% lower to trade at $869.90 at last glance, despite the warehouse club retailer reporting an earnings and revenue beat for the fiscal first quarter.The security has attracted three price-target cuts and two hikes following the event, with Bernstein raising its objective to $1,146 from $1,134. The majority of analysts lean bullish toward COST, with 20 of the 34 in coverage sporting ...

Costco - Costco reported quarterly earnings with revenue in line with estimates and EPS of 450, slightly below the expected 456 [2] - Sales increased by 8.2% year-over-year, with comparable same-store sales rising 5.9% in the US and 6.4% globally [2] - E-commerce sales surged over 20%, with website traffic up 24% and app traffic increasing by 48% [3] - The company faced challenges from tariffs, with about one-third of US sales coming from imports, prompting efforts to source more products domestically [4] - Legal actions have been taken against the Trump administration regarding tariffs, seeking refunds and blocking further collections [5] - Overall results did not impress investors, as the sales figures were anticipated due to monthly reports [6] RH (Restoration Hardware) - RH shares rose over 5% following better-than-expected revenue of 883.81 million, although adjusted EPS missed expectations at 171 compared to the anticipated 213 [8][9] - The company outperformed competitors like Lazy Boy and Wayfair despite challenges from tariffs [9] - The CEO acknowledged the difficult housing market but noted the brand's disruptive nature, suggesting potential support from higher-end consumers [11] Citigroup - Citigroup received an upgrade from JP Morgan Chase, which raised its price target to 124, indicating double-digit upside potential [13] - The stock has performed well year-to-date, benefiting from a solid economy, increased M&A activity, and a favorable regulatory environment [14] - JP Morgan Chase views Citigroup as undervalued compared to peers, contributing to a more bullish outlook [14]