Costco(COST)

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Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say
Benzinga· 2025-03-07 16:22
Costco Wholesale Corp COST shares are down on Friday, after the company reported mixed fiscal second-quarter results.The results came in amid an exciting earnings season. Here are some key analyst takeaways.Goldman Sachs On Costco WholesaleAnalyst Kate McShane maintained a Buy rating while raising the price target from $1,087 to $1,102.Costco Wholesale's total company same-store sales, excluding gas, grew by 9.1%, beating consensus of 6.3%, McShane said in a note. He added that the company's earnings of $4. ...
Costco Stock Brushes Off Bull Notes After Profit Miss
Schaeffers Investment Research· 2025-03-07 15:12
Costco Wholesale Corp (NASDAQ:COST) stock is down 4.9% to trade at $206.63 at last glance, after the retailer reported worse-than-expected profits for the second quarter due to rising merchandising costs. Revenue beat estimates, however, and the equity still attracted no fewer than five price-target hikes, including one from Jefferies to $1,180 from $1,145. Despite today's negative price action, COST sports a 26.7% year-over-year lead. Shares have pulled back from their Feb, 13, record high of $1,078,23, an ...
Costco earnings fall short as consumers remain cautious with tariffs looming
Proactiveinvestors NA· 2025-03-07 14:21
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Costco: Strong Business, But Its Earnings Multiple Can't Expand Forever
Seeking Alpha· 2025-03-07 14:00
Costco Wholesale (NASDAQ: COST ) (TSX: COST:CA ) just reported its Fiscal Q2-2025 earnings results, and the results looked good overall -- no surprise there. EPS slightly missed expectations, but revenue beat expectations slightly. The stock fell by 1.2% in the after-hours session after theI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story ( ...
Costco(COST) - 2025 Q2 - Earnings Call Transcript
2025-03-07 12:33
Costco Wholesale (COST) Q2 2025 Earnings Call March 07, 2025 08:33 AM ET Company Participants Gary Millerchip - Executive VP & CFORon Vachris - President, CEO & DirectorSimeon Gutman - Managing DirectorJohn Heinbockel - Managing DirectorGreg Melich - Senior Managing DirectorEdward Kelly - Managing Director - Equity ResearchChuck Grom - Managing DirectorJoseph Feldman - Senior MD & Assistant Director - Research Conference Call Participants Michael Lasser - Equity Research Analyst - Hardlines, Broadlines & Fo ...
Costco(COST) - 2025 Q2 - Earnings Call Presentation
2025-03-07 02:03
2nd Quarter FY 2025 Q2 Highlights - Sales $62.5B Net Sales +9.1% Growth +6.8% Comparable Sales +9.1% +5.7% +1.0% Comparable Ticket Supplemental Information 1 Comparable Traffic +3.2% Adjusted Comparable Ticket1 +20.9% E-Comm Comparable Sales +22.2% Adjusted E-Comm Comparable Sales2 1 - Excluding impacts from changes in gasoline prices and foreign exchange 2 - E-commerce Comparable Sales excluding impacts from FX 2 Adjusted Comparable Sales1 Q2 Highlights – Sales - Segment Reporting | Comp Sales | US | Canad ...
Costco Leans Into Memberships Amid Tariff Uncertainty
PYMNTS.com· 2025-03-07 00:58
Core Insights - The Trump administration's tariffs on Canada and Mexico create uncertainty for Costco, but the company is well-prepared to handle potential impacts due to its strong supplier partnerships and nimble operations [1][2]. Financial Performance - Costco's second-quarter net sales increased by 9.1% to $62.53 billion, with net sales for the first 24 weeks of fiscal 2025 rising by 8.3% to $123.52 billion [4]. - Comparable sales grew by 6.8%, with U.S. sales up 8.3% and Canadian sales up 4.6%. eCommerce sales surged by 20.9% [5]. - February sales rose by 8.8% to $19.81 billion [5]. Membership and Customer Engagement - Membership income increased by 7.4%, with renewal rates at 90.5% globally and 93.0% in the U.S. and Canada [6]. - Paid memberships rose by 6.8% to 78.4 million, while total cardholders grew by 6.6% to 140.6 million. Executive memberships accounted for 36.9 million cardholders, representing 73.8% of worldwide sales [7]. Digital Growth - Digital metrics showed significant improvements, including a 13% increase in site traffic, a 10% rise in average order value, and a 19% increase in logistics deliveries [8]. - A new digital multi-vendor mailer is enhancing member engagement by allowing more targeted marketing [9]. Store Expansion - Costco plans to open 28 new stores by the end of fiscal 2025, currently operating 897 warehouses, including 617 in the U.S. and Puerto Rico, and 109 in Canada [7].
Costco (COST) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-03-07 00:00
Costco (COST) reported $63.72 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 9%. EPS of $4.02 for the same period compares to $3.71 a year ago.The reported revenue represents a surprise of +0.79% over the Zacks Consensus Estimate of $63.22 billion. With the consensus EPS estimate being $4.09, the EPS surprise was -1.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...
Costco says it's been buying up extra inventory as tariff uncertainty looms
Business Insider· 2025-03-06 23:43
Costco delivered strong quarterly revenue driven by increased store visits but missed profit expectations.CEO Ron Vachris said the company would work to minimize any cost increases from tariffs.The company added 1 million new paid memberships and increased renewals to 93% in the US and Canada.Costco delivered strong quarterly revenue as shoppers turned to the wholesale club to deliver value in the face of high prices elsewhere. However, the results missed analyst expectations for earnings per share and Cost ...
Costco (COST) Lags Q2 Earnings Estimates
ZACKS· 2025-03-06 23:25
Core Insights - Costco reported quarterly earnings of $4.02 per share, missing the Zacks Consensus Estimate of $4.09 per share, but showing an increase from $3.71 per share a year ago, resulting in an earnings surprise of -1.71% [1] - The company posted revenues of $63.72 billion for the quarter ended February 2025, surpassing the Zacks Consensus Estimate by 0.79% and increasing from $58.44 billion year-over-year [2] - Costco shares have increased by approximately 14.4% since the beginning of the year, contrasting with a -0.7% decline in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.25, with expected revenues of $62.76 billion, and for the current fiscal year, the EPS estimate is $18.03 on revenues of $273.31 billion [7] - The estimate revisions trend for Costco is currently favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Retail - Discount Stores industry, to which Costco belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Another company in the same industry, Dollar Tree, is expected to report quarterly earnings of $2.18 per share, reflecting a year-over-year decline of -14.5% [9]