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Stock market today: Dow, S&P 500, Nasdaq futures fall after back-to-back losses, jobless claims dip
Yahoo Finance· 2025-09-24 23:47
US stocks trod water before the bell on Thursday as Wall Street assessed an unexpected decline in claims, complicating the calculus for interest rate cuts amid uncertainty about Federal Reserve unity on policy. Futures on the Dow Jones Industrial Average (YM=F) dipped about 0.2%, and those tied to the S&P 500 (ES=F) lost 0.4%. Meanwhile, contracts on the tech-heavy Nasdaq 100 (NQ=F) declined 0.5%, after the major gauges closed lower for a second day. Markets are putting the brakes on stocks' recent reco ...
Stock market today: Dow, S&P 500, Nasdaq futures wobble after back-to-back losses with jobs data on deck
Yahoo Finance· 2025-09-24 23:47
US stocks trod water before the bell on Thursday as Wall Street waited for fresh jobless data to help calculate interest-rate odds amid uncertainty about Federal Reserve unity on policy. Futures on the Dow Jones Industrial Average (YM=F) wobbled along the flatline, and those tied to the S&P 500 (ES=F) lost 0.2%. Meanwhile, contracts on the tech-heavy Nasdaq 100 (NQ=F) nudged down 0.3%, after the major gauges closed lower for a second day. Markets are putting the brakes on stocks' recent record-breaking ...
Costco's earnings are due. The bar for growth is higher this time around.
MarketWatch· 2025-09-24 18:28
Core Viewpoint - Costco is set to report its quarterly results, and while Wall Street analysts have generally expressed positive sentiments, there are lingering concerns about the sustainability of investor satisfaction [1] Group 1 - Analysts have had favorable opinions about Costco ahead of the earnings report [1] - There are questions regarding how long Costco can maintain its appeal to investors [1]
Costco Wholesale's Quarterly Earnings Preview: What You Need to Know
Yahoo Finance· 2025-09-24 12:49
With a market cap of $418.5 billion, Costco Wholesale Corporation (COST) is a global operator of membership warehouses that offer a wide selection of branded and private-label products across diverse categories at discounted prices. The company generates revenue primarily through store sales and membership fees while also operating e-commerce platforms and ancillary services worldwide. The Issaquah, Washington-based company is scheduled to release its Q4 2025 results after the market closes on Thursday, S ...
Costco's Earnings Are Coming Up. Analysts Like the Stock, But Expect Volatility Ahead.
Investopedia· 2025-09-24 09:25
Core Insights - Costco is set to report its fourth-quarter earnings, following signs of decelerating sales growth earlier this year [3][9] - Analysts remain generally optimistic about Costco's ability to deliver sustainable results despite anticipated volatility in the stock [2][4][9] Financial Performance - For the fourth quarter, Costco's sales reached $84.4 billion, reflecting an 8% increase year-over-year [10] - Comparable store sales increased by 5.7% year-over-year, with analysts projecting a profit of $2.6 million, up from $2.4 million the previous year [10] Stock Performance and Market Sentiment - Costco shares have risen 2.6% this year and approximately 170% over the past five years, with a consensus target price of $1,080 from analysts [11] - The stock has experienced fluctuations, particularly between March and June, and analysts suggest that further volatility may present buying opportunities for investors [5][9]
Costco (COST) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-09-22 14:16
Core Viewpoint - Analysts project that Costco will report quarterly earnings of $5.81 per share, reflecting a 12.8% year-over-year increase, with revenues expected to reach $86.23 billion, an 8.2% increase from the same quarter last year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.4%, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Geographic Revenue - Canada' to be $12.02 billion, an 8.5% increase from the prior year [5]. - 'Geographic Revenue - Other International' is projected at $11.74 billion, reflecting a 9.7% year-over-year change [5]. - 'Geographic Revenue - United States' is forecasted to reach $62.63 billion, indicating an 8.2% increase from the previous year [5]. Comparable Sales - 'Comparable sales - Total Company' are expected to be 5.5%, slightly up from 5.4% a year ago [6]. - 'Changes in comparable sales excluding foreign-currency and gasoline prices - Total Company' are projected at 6.5%, down from 6.9% in the previous year [6]. - 'Comparable sales - U.S.' are anticipated to reach 5.6%, compared to 5.3% in the same quarter last year [10]. Warehouse Growth - The total number of warehouses worldwide is projected to reach 913, up from 891 a year ago [7]. - The number of warehouses in the United States and Puerto Rico is expected to be 629, compared to 614 in the previous year [7]. International Sales Performance - 'Changes in comparable sales excluding foreign-currency and gasoline prices - Other International' are expected to be 6.8%, down from 9.3% in the same quarter last year [8]. - For Canada, the estimate for 'Changes in comparable sales excluding foreign-currency and gasoline prices' is 7.1%, down from 7.9% a year ago [9]. - The consensus for the U.S. stands at 6.0%, compared to 6.3% in the previous year [9]. Stock Performance - Costco shares have seen a -0.8% change over the past month, contrasting with a +4% move in the Zacks S&P 500 composite [11].
Costco's Earnings: Caught Between Momentum And Multiples
Seeking Alpha· 2025-09-22 13:29
Costco (NASDAQ: COST ) will report earnings this week. After a year of underperformance , investors wonder whether Costco will deliver alpha or not. While I argue that investing in Costco doesn't hinge on one year's alpha, I think, in fact, that the stock isI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable ...
Club nation: Why Costco, Sam's Club and BJ's are opening new stores and gaining members
CNBC· 2025-09-20 12:00
Core Insights - Membership-based warehouse clubs like Costco, Sam's Club, and BJ's Wholesale are experiencing significant growth due to increased membership and changing consumer demographics, particularly among younger shoppers [2][3][27] Group 1: Membership Growth and Expansion - Costco has nearly 80 million paid household members globally, while BJ's has about 8 million members, reflecting a 55% increase since going public [25] - Sam's Club aims to double its membership over the next eight to ten years, with membership income growing nearly 8% in the most recent quarter [26] - All three retailers are expanding their locations, with Costco planning to open about 30 clubs per year, BJ's targeting 25 to 30 new clubs over the next two fiscal years, and Sam's Club planning to open 15 clubs annually [10][9][8] Group 2: Consumer Trends and Preferences - Younger consumers, particularly Gen Z and millennials, are driving membership growth, with these demographics accounting for half of Sam's Club's membership growth over the past two years [27] - The average age of Costco members has decreased, with nearly half of new members being under 40 [28] - Spending among customers aged 25 to 34 on general merchandise at clubs rose by 3% from January to July 2025 compared to the previous year [29] Group 3: Retail Strategies and Innovations - Warehouse clubs are enhancing the shopping experience by incorporating technology such as curbside pickup, home delivery, and self-checkout options like Sam's Club's Scan & Go, which accounts for about 40% of transactions [18][20] - Costco and BJ's are expanding their digital offerings, with BJ's e-commerce sales jumping 34% in the most recent quarter [20][22] - Clubs are diversifying their merchandise, including trendy brands and private label products, to attract a broader customer base [30][32] Group 4: Economic Factors and Challenges - High inflation has increased the appeal of warehouse clubs as consumers seek cheaper options for groceries and household staples [4] - Retailers are navigating challenges such as an uncertain job market and tariffs, with strategies in place to mitigate the impact of high tariffs on imported goods [11][12] - BJ's plans to carry more holiday items from the U.S. or countries with lower tariff exposure to adapt to these economic pressures [13]
Cramer Says Costco is a “Great Long-Term Hold”
Yahoo Finance· 2025-09-20 04:45
Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer recently discussed. Answering a caller’s query about the stock, Cramer said: “I think that Costco is a great long-term hold. There’s never been a moment where it’s cheap. And that is something that the late Charlie Munger talked about. He was on the board of Berkshire Hathaway. Never. So my belief is that you buy this slowly. You want to buy 50 shares? Buy 10 here. Wait for it to come down. I think it’s a great stock. Don’t buy it ...
Costco Wholesale Corporation (COST) is in a Phase of Robust Sales Growth
Yahoo Finance· 2025-09-18 16:40
Core Insights - Costco Wholesale Corporation is recognized as a strong investment option for beginners, with a 'Hold' rating and a price target of $1,042 from Truist Securities following a robust sales report for August [1][3]. Sales Performance - In August, Costco reported a 6.7% increase in sales, which is a 20 basis points improvement from July's figures [2]. - The net sales for August reached $21.56 billion, marking an 8.7% increase compared to the same month last year [2]. Market Position and Valuation - The sales growth indicates Costco's effectiveness in attracting value-conscious customers through competitive pricing [3]. - Despite the positive sales performance, there are valuation concerns as the stock is currently trading at 50 times the estimated earnings per share for the calendar year 2025 [3]. Business Model - Costco operates membership-based warehouses and e-commerce platforms, providing a limited selection of quality products at low prices to both businesses and individuals [4].