Group 1: Job Market Insights - The U.S. jobs report for January is anticipated, with December showing signs of labor market weakening, as only 50,000 jobs were added, lower than economists' expectations [3] - Federal Reserve officials are monitoring the labor market closely after keeping interest rates unchanged, citing elevated inflation risks despite a slowdown in hiring [4] Group 2: Earnings Reports Focus - Key earnings reports are expected from major tech firms such as Alphabet and Amazon, with Alphabet recently surpassing $100 billion in revenue [5] - Amazon has also shown strong revenue growth in the previous quarter but announced another round of layoffs [5] - Reports from Advanced Micro Devices indicate brisk sales of data center chips, contributing to positive analyst sentiment, although concerns about inflated valuations for top tech companies persist [6] Group 3: Sector-Specific Earnings - Disney's earnings report will provide insights into its direct-to-consumer segment, which grew 8% in the last quarter but fell short of expectations [7] - Pharmaceutical firms are also in focus, with Eli Lilly's shares rising due to optimism over its weight loss drugs, alongside earnings reports from competitors like Novo Nordisk, Amgen, Merck, AbbVie, and Novartis [7]

Core Insights - Costco and Walmart are the two largest retailers globally, with Walmart operating big box and grocery stores, while Costco focuses solely on club stores [1] - Both companies are currently considered expensive, with price-to-sales, price-to-earnings, and price-to-book ratios above their five-year averages and the market's average [1] Valuation and Investment Appeal - Value investors are likely to avoid both stocks due to their high valuation metrics, with Walmart's P/E ratio exceeding the market average [1] - Dividend investors may also be disinterested, as Walmart's dividend yield is 0.8% and Costco's is even lower at 0.5%, both below the S&P 500's yield of 1.1% [2] Growth Potential - Growth investors may find Costco more appealing due to its ongoing geographic expansion, despite Walmart's larger size [3] Company Performance Metrics - Costco's current price is $940.10, with a market cap of $417 billion, a gross margin of 12.88%, and a dividend yield of 0.68% [5] - Walmart's current price is $119.13, with a market cap of $950 billion, a gross margin of 23.90%, and a dividend yield of 0.79% [6][7] Business Model and Long-term Outlook - Costco's membership fees contribute significantly to its gross profits, allowing for lower product margins and higher member retention [5] - Walmart benefits from consumers trading down to its stores due to economic conditions, but this could change if the economy improves [7] - Both companies are well-managed, but their current valuations make them less attractive for many investors, with Costco's business model seen as better positioned for long-term success [8]

Core Viewpoint - Costco is a leading player in the retail sector, showing significant investment returns over the past decade, outperforming the S&P 500 index [1][2]. Group 1: Investment Performance - Over the past 10 years, Costco has produced a total return of 682%, meaning a $100 investment would be worth $782 today [1]. - Costco's current market capitalization stands at $417 billion, with shares trading at a price of $940.10 [3][4]. Group 2: Business Fundamentals - The company has expanded its global presence with over 900 warehouses, leading to increased merchandise sales and a larger membership base [2]. - Costco is experiencing higher net income due to its growth in warehouse numbers and customer loyalty [2]. Group 3: Stock Valuation - Costco's shares are currently considered expensive, with a price-to-earnings ratio of 52, suggesting that investors should wait for a pullback before considering an investment [4].

本次消费季，既是二七区落实国家、省、市提振消费部署的具体行动，也是激活区域消费潜力、惠及民 生的实招。活动以"瑞马迎新、乐享二七"为主题，联动辖区商圈、商家，推出一系列覆盖全年龄段的特 色迎新活动。 大象新闻记者 池里军 罗雅静 惠民福利也同步上线！辖区京东、海一、苏宁等商家，围绕家电、数码推出"新年焕新家 惠民促消 费"活动，切实让利市民。据悉，消费季期间还有年货节、美食节等50余场活动，持续点燃消费热情。 瑞马踏春启新局，消费赋能谱华章。1月30日，二七区2026年"跨年焕新"消费季启动仪式在二七万达启 幕，潮购百货、非遗民俗、以旧换新等各类商文旅活动同步上线，给咱郑州人送上一场有烟火、有仪式 感的新春消费盛宴。 二七商圈里，万象城、亚细亚、无限城强强联手，深挖历史内涵、活化非遗资源，推出"好运加马贺新 春"活动，逛街消费就能感受传统文化魅力；二七米房打造专属米宝IP，串联米宝送福、财神巡游、青 年相亲会等活动，解锁年轻人喜爱的潮流年味儿。 中铁·泰和里携手河南全明星春晚录制，推出年货市集、沉浸新戏剧等"马上有新戏"主题活动，看戏、 赶集两不误；二七万达联动非遗传承人，带来天塔狮舞、皮影戏、社火高跷等民俗 ...

春节将至，各地年货市场迎来消费热潮。图为1月30日，山东省青岛市李村大集上，来来往往的市民正 在选购新年饰品、干果、海鲜等年货，热闹红火、年味十足。 ...

Bankrupt retailer Saks Global is ending its "Saks on Amazon" partnership with e-commerce giant Amazon.com , a source with direct knowledge of the decision said on Friday. ...

The stock market is well-positioned to bounce next week if the heavyweight companies set to report earnings deliver strong numbers, CNBC's Jim Cramer said Friday. That's because the market ended the week on a subdued note, the "Mad Money" host said, after the S&P 500 finished in the red for three straight days.The busy week wastes no time getting underway, with Disney reporting on Monday and talk of CEO succession in the air. Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, threw in ...

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession, and the CNBC Investing Club has exited its Disney position due to stagnant performance [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a positive narrative shift around the company due to its advancements in AI and other technologies [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals, as selling pressure has hindered its recent performance [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, which could support lower bond yields and positively impact stock prices [6]

Employment records of at least two Minneapolis-area businesses are being audited by the Department of Homeland Security, in what state and local officials describe as retaliation over the fallout from the Trump administration’s immigration crackdown in Minnesota. Hennepin Healthcare, which operates the state’s largest safety-net hospital, and Mischief Toy Store, a small retailer in St. Paul, both got notices from DHS demanding records to verify their employees are authorized to work in the US. Most Read ...

The S&P 500 (SNPINDEX:^GSPC) fell 0.43% to 6,939.03 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 0.94% to 23,461.82 on tech and growth weakness. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.36% to 48,892.47 as risk assets sold off broadly. Market movers Precious metals and financial stocks led decliners today after a historic crash in gold and silver. A handful of retail and consumer staples stocks showed resilience, with small gains from Walmart (NASDAQ:WMT) and Coca Cola (NYSE:KO ...