好市多-第四财季营收符合预期，会员增长与电商趋势强劲

COST 12m Price Target: $1,218.00 Price: $943.31 Upside: 29.1% COST reported F4Q EPS of $5.87, above GS/consensus (LSEG Data & Analytics) at $5.85/$5.80. Total company SSS (ex gas) of +6.4% was lower than GS estimate of +7.1% but in line with consensus's estimate of +6.4%. Key takeaways include: 1) Top line results were in line, but extended hours lead to incremental sales; 2) Inflation remains in the LSD to MSD range, but management is ready to mitigate any impacts; and 3) E-commerce trends continue to show ...