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消费者需求稳定 开市客(COST.US)Q4业绩超预期
智通财经网· 2025-09-25 23:19
Group 1 - Costco's Q4 earnings exceeded expectations, indicating that consumers prioritize essential goods and seek discounts, with total revenue reaching $86.156 billion, an 8% year-over-year increase [1] - Net profit for Q4 was $2.610 billion, up from $2.354 billion in the same period last year, with diluted earnings per share at $5.87, surpassing market expectations [1] - Membership fee revenue for Q4 was $1.724 billion, compared to $1.512 billion in the same period last year, reflecting strong membership growth [2] Group 2 - Costco's strong sales growth is attributed to its promotional activities, diverse product offerings, and the popularity of its Kirkland brand, which attracts a wealthier and more loyal customer base [2] - The company has indicated that it will keep certain product prices stable and will stop selling items if prices become too high, while also increasing local sourcing of products [2] - Competitor Sam's Club is also performing well, with stable consumer behavior and a focus on maintaining low prices despite tariff-induced price increases [3]