COST Costco Wholesale Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
12:56
30 авг
30 авг
Costco's cheap rotisserie chicken drives store traffic.
Costco keeps its $4.99 rotisserie chicken price intact because it operates its own chicken slaughterhouse in Nebraska, roasts near warehouses, and uses other parts of the bird and leftover rotisserie meat in prepared foods. With production cost around $3.50 per bird, the chicken is not a money loser, and placing it at the back of the store pulls shoppers through aisles to drive traffic and incremental sales.
Выс.
11:06
29 авг
29 авг
The tweet highlights Costco's popular loss-leader rotisserie chicken as a cultural phenomenon.
The tweet highlights Costco's popular loss-leader rotisserie chicken as a cultural phenomenon, but expresses no directional investment view.
Низ.
23:46
25 авг
25 авг
Prefers Costco over BJ's Wholesale Club.
While acknowledging that BJ's Wholesale is a good company, Cramer explicitly prefers Costco as his top choice in the warehouse club space based on personal preference.
Сред.
07:00
25 авг
25 авг
Walmart, Target, Costco July weakness is pull-forward.
The July retail sales wobble was probably a pull-forward effect: Amazon's June Prime Day and competing promotions from Walmart, Target, and Costco pulled sales into June and away from July, so the July weakness may not signal a deteriorating consumer.
Сред.
05:48
21 авг
21 авг
The author asks for explanations of Walmart and Costco's valuation multiples without expressing.
The author asks for explanations of Walmart and Costco's valuation multiples without expressing a directional view, so these are watch items.
20:00
20 авг
20 авг
Costco maintains its $1.50 hotdog combo while competitors charge $10+. This pricing power and consumer value proposition drives massive foot traffic and membership retention during inflationary periods. Buy calls on Costco as a defensive consumer play with high loyalty. Thesis is based on anecdotal consumer observations rather than earnings data.
Низ.
14:46
20 авг
20 авг
Selective consumer favors Walmart, Costco.
The U.S. consumer is still spending but becoming more selective, which favors non-discretionary big-box retailers such as Walmart and Costco that can demonstrate value better than discretionary peers.
Сред.
12:00
20 авг
20 авг
Walmart's U.S. e-commerce business achieved double-digit incremental margins, driven by growth in advertising (Walmart Connect up 43%), membership, and fast delivery, signaling a strengthening digital profit engine. — This sustained profitability improvement shows Walmart is closing the gap with Amazon in e-commerce economics, increasing competition for online retail and advertising spend.
Сред.
21:49
18 авг
18 авг
Costco's Medicare partnership with SCAN Group is reported as a neutral hold rating due to thin.
Costco's Medicare partnership with SCAN Group is reported as a neutral hold rating due to thin grocery margins offsetting healthcare growth, with no explicit author position.
10:12
18 авг
18 авг
Costco is expanding its offerings to include vacation packages, gas.
Costco is expanding its offerings to include vacation packages, gas, and soon Medicare plans according to a Wall Street Journal report.
11:27
15 авг
15 авг
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
Низ.
22:20
13 авг
13 авг
Value retailers capture cost-conscious consumers effectively.
Consumers are feeling the pressure of inflation and credit card debt, leading them to prioritize basic necessities and seek the most value for their dollar, which directly benefits value retailers like Walmart and Costco.
Сред.
12:47
11 авг
11 авг
WMT/COST/PG on watchlist for staples entries
Author flags WMT, COST, and PG as staples names to monitor for entry points as safe-haven plays on market weakness; no committed buy yet.
Низ.
13:00
06 авг
06 авг
Distribution network for Protection Services expands Allstate's addressable market, implying steady volume for these retail partners.
Выс.
20:31
05 авг
05 авг
Costco reported July total company sales of 23.12 billion dollars with U.S.
Costco reported July total company sales of 23.12 billion dollars with U.S. comparable sales up 6.9 percent ex-gas and FX.
14:00
04 авг
04 авг
Identifies Costco as a major competitor in the cash-and-carry space, contextualizing the competitive landscape that the Restaurant Depot acquisition will operate within.
Выс.
12:30
04 авг
04 авг
Kimco sold a portfolio of Costco-anchored properties at sub-6% unlevered IRRs because the leases have CAGRs under 1% and tenant control for decades, using proceeds to acquire higher-growth grocery assets in Florida with 3.5%+ CAGRs, resulting in a 9%+ unlevered IRR. — This highlights the peak pricing for low-growth, single-tenant assets and shows landlords like Kimco are monetizing them to fund higher-growth opportunities.
Выс.
23:56
03 авг
03 авг
Costco and Walmart are evergreen retailers.
Costco and Walmart are excellent evergreen retailers that should be owned regardless of geopolitical events or oil-price swings. They thrive even when war fears drive money into low-price retail, and they are fundamentally strong businesses beyond short-term baskets.
Сред.
14:16
03 авг
03 авг
Author sarcastically critiques Costco's zero-margin grocery model and suggests negotiating.
Author sarcastically critiques Costco's zero-margin grocery model and suggests negotiating access to its selection for disadvantaged New Yorkers, without taking a directional position.
Низ.
14:15
03 авг
03 авг
Author sarcastically criticizes a government RFP plan and suggests negotiating with Costco.
Author sarcastically criticizes a government RFP plan and suggests negotiating with Costco for grocery access, but makes no directional trade call.
Низ.
15:26
22 июл
22 июл
Author endorses Costco's bakery quality as indistinguishable from premium bakeries.
Author endorses Costco's bakery quality as indistinguishable from premium bakeries, implying a positive view on the company's value proposition.
Низ.
14:19
19 июл
19 июл
Reports Costco building stand-alone gas stations, a fundamental business expansion.
Reports Costco building stand-alone gas stations, a fundamental business expansion. No directional view stated.
Низ.
15:31
18 июл
18 июл
WMT and COST together represent ~20% of XLP at ~40x NTM PE.
WMT and COST together represent ~20% of XLP at ~40x NTM PE, cited as a valuation concern within the ETF's composition.
Сред.
02:12
14 июл
14 июл
The tweet notes Costco as a universally agreed-upon stock but flags it as insanely crowded.
The tweet notes Costco as a universally agreed-upon stock but flags it as insanely crowded, implying caution without a directional call.
Низ.
22:10
13 июл
13 июл
Rotate into US defensives and energy.
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Сред.
19:00
12 июл
12 июл
Author lists COST as an easy-to-understand subscription business for beginners, no catalyst.
Низ.
21:31
10 июл
10 июл
Costco reports that many thousands of its U.S. hourly workers have over one million dollars.
Costco reports that many thousands of its U.S. hourly workers have over one million dollars in their 401(k) accounts according to the Wall Street Journal
12:49
09 июл
09 июл
Pre-market movers include AZN falling on trial failure, COST and PEP down on consumer weakness.
Pre-market movers include AZN falling on trial failure, COST and PEP down on consumer weakness, LEVI on weak outlook, CBRS up on AI expansion, IBM and MSFT down on Starbucks AI development, ENVX and AZZ up on news, FCEL on Siemens deal, CRM downgraded, and PSKY downgraded to sell.
23:16
08 июл
08 июл
Tweet references an article on Costco's workforce strategy without expressing a personal.
Tweet references an article on Costco's workforce strategy without expressing a personal directional view or commitment.
Низ.
20:18
08 июл
08 июл
Costco reports June net sales surged 10.6% to $29.24 billion with U.S.
Costco reports June net sales surged 10.6% to $29.24 billion with U.S. comparable sales up 10.6% and declares a dividend of $1.47 per share.
Об аналитическом покрытии COST
Buzzberg отслеживает COST (Costco Wholesale Corporation) в 45 источниках. Бычьих сигналов: 38, медвежьих: 4, от 84 аналитиков. Сентимент преимущественно бычий (27%). Всего отслеживаются 124 торговые идеи. За последние 7 дней: бычьих: 1, наблюдение: 1. Последние спикеры: Lisa Mateo, BarbarianCap, Jim Cramer.