Latest news with #CostcoWholesaleCorporation
Yahoo
a day ago
- Business
- Yahoo
Costco's Q4 2025 Earnings: What to Expect
Issaquah, Washington-based Costco Wholesale Corporation (COST) is a leading membership-based warehouse retailer that sells high volumes of food and general merchandise at discounted prices. Valued at a market capitalization of $414.9 billion, the company offers a wide variety of products, including groceries, household essentials, lifestyle goods, electronics, appliances, and stationery. It is expected to announce its fiscal Q4 earnings for 2025 on Thursday, Sept. 25. Ahead of the event, analysts anticipate this retail company to report a profit of $5.80 per share, up 12.6% from $5.15 per share in the year-ago quarter. The company has surpassed Wall Street's earnings estimates in three of the last four quarters, while missing on one occasion. In Q3, COST's EPS of $4.28 outpaced the forecasted figure by a slight margin. More News from Barchart Tesla Just Signed a Chip Supply Deal with Samsung. What Does That Mean for TSLA Stock? Dear Microsoft Stock Fans, Mark Your Calendars for Aug. 1 Is Lucid Motors Stock a Buy, Sell, or Hold for July 2025? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2025, analysts tracking the company expect its profit to be $17.97 per share, up 11.6% from $16.11 per share in fiscal 2024. Furthermore, its EPS is expected to grow 10.9% year over year (YoY) to $19.93 in fiscal 2026. COST stock has lagged behind the S&P 500 Index's ($SPX) 17.1% uptick over the past 52 weeks, with its shares up 14.2% over the same time frame. Nonetheless, it has outpaced the Consumer Staples Select Sector SPDR Fund's (XLP) 2.8% gain over the same period. On May 29, Costco Wholesale released impressive Q3 earnings results, and its shares surged 3.1% in the following trading session. Due to strong growth in sales across the U.S., Canada, and other international markets, the company's total revenue improved 8% YoY to $63.2 billion. Moreover, its net income per share of $4.28 advanced 13.2% annually, topping analyst estimates by a slight margin. Wall Street analysts are moderately optimistic about COST stock, with an overall "Moderate Buy" rating. Among 32 analysts covering the stock, 15 recommend a "Strong Buy," four indicate a "Moderate Buy," and 13 advise a 'Hold.' The mean price target for COST is $1,094.18, indicating a 17.2% upside potential. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
New Indian Express
22-07-2025
- Business
- New Indian Express
Costco's India entry to spur jobs, fuel growth in tech sector
CHENNAI: The US retailer giant Costco Wholesale Corporation's plan to set up a global capability centre (GCC) in India, as reported by Reuters on Tuesday, marks its formal entry into the country's business landscape. The centre will focus on technology and research operations, working in close collaboration with the retailer's global teams. According to reports, the GCC will initially employ 1,000 professionals, with plans to scale significantly in the coming years. This move is expected to generate a meaningful impact on India's job market, particularly in the technology and services sectors, say analysts. The direct hiring of skilled professionals in areas such as software engineering, data analytics, cybersecurity, and research and development will not only provide employment opportunities but also set benchmarks for compensation and career growth in the industry, they believe. Strategic context and industry impact India has emerged as a global hotspot for GCCs, with over 1,600 centres currently operating across major cities. The sector has added more than 600,000 jobs between 2019 and 2024, and total GCC employment is projected to reach 2.8 to 4 million by 2030. Costco's decision to establish its capability centre in India aligns with a broader trend among global retailers and consumer companies seeking to leverage India's skilled workforce, cost advantages, and innovation capabilities. Retail-focused GCCs, in particular, are gaining momentum, with forecasts suggesting that India could host over 90 retail and consumer goods GCCs by 2028. These centres are increasingly evolving into strategic hubs for product development, customer experience, supply chain analytics, and AI-driven operations. Direct and indirect job gains The direct creation of 1,000 high-quality jobs by Costco is only the beginning. As the GCC expands, further employment will be generated through ancillary services such as facility management, IT infrastructure, training, and logistics. Moreover, this will drive demand for niche skill development and certifications, creating additional opportunities for educational institutions and upskilling platforms. The rise of GCCs has also raised salary benchmarks in the tech sector. Professionals in these centres often earn 20–25% more than their counterparts in traditional IT services firms, due to the focus on high-value functions and global exposure. State-level and regional benefits Indian states such as Karnataka, Tamil Nadu, and Maharashtra are actively promoting GCC investments. For example, Karnataka alone aims to create 350,000 new jobs through its GCC policy by 2029. Costco's entry could further boost such state-level initiatives, contributing to regional economic growth, infrastructure development, and talent retention. Costco's upcoming capability centre, most likely at Bangalore, is poised to deliver a strong boost to India's employment landscape, particularly in the high-skill technology and research domains. With plans to scale beyond the initial 1,000 hires, the initiative signals growing global confidence in India as a hub for innovation and operational excellence. Beyond direct job creation, the move is likely to generate wide-ranging benefits including skill development, salary growth, and support for the expanding ecosystem of global capability centres in the country.
Yahoo
19-07-2025
- Business
- Yahoo
Here's Why Patient Capital Opportunity Equity Strategy Purchased Costco Wholesale Corporation (COST) Puts in Q2
Patient Capital Management, a value investing firm, released its 'Patient Capital Opportunity Equity Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy generated a total return of 15.3% net of fees in the quarter compared to the strategy's unmanaged benchmark, the S&P 500 Index's 10.9% return. According to a three-factor performance attribution model, the selection effect contributed positively to the portfolio's performance, which was partially offset by allocation and interaction effects. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Patient Capital Opportunity Equity Strategy highlighted stocks such as Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) operates membership-based warehouses that offer a range of merchandise categories. The one-month return of Costco Wholesale Corporation (NASDAQ:COST) was -2.69%, and its shares gained 13.81% of their value over the last 52 weeks. On July 17, 2025, Costco Wholesale Corporation (NASDAQ:COST) stock closed at $953.91 per share with a market capitalization of $423.037 billion. Patient Capital Opportunity Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its second quarter 2025 investor letter: "We initiated an options position in Costco Wholesale Corporation (NASDAQ:COST) (COST 1/16/26 P960) during the quarter, purchasing at-the-money puts with a 2026 expiration. We've consistently highlighted the risk lurking in the 'overpriced compounder' segment of the market, and we view Costco as a prime example. The stock is currently trading at 54x earnings despite growing only at a mid-single-digit rate. While Costco is undoubtedly a well-run business, we believe paying more than twice the market multiple for a low-growth, low-margin retailer is difficult to justify. At some point, we expect the market to reassess the premium valuation being placed on Costco's fundamentals. When it does, we believe the stock could face meaningful downside from its current all-time high multiple." A customer in a warehouse aisles, browsing the wide range of branded and private-label products. Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 93 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, which was 96 in the previous quarter. While we acknowledge the potential of COST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Costco Wholesale Corporation (NASDAQ:COST) and shared the list of stocks that Jim Cramer recently discussed. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
03-07-2025
- Business
- Yahoo
Costco's Executive Membership Drives 73% of Sales, BMO Highlights
Costco Wholesale Corporation (NASDAQ:COST) ranks among the best FMCG stocks to buy. BMO Capital maintained its Outperform rating and $1,175 target price for Costco Wholesale Corporation (NASDAQ:COST)'s shares on June 23, continuing to rank the wholesale retailer as a 'Top Pick' in its coverage portfolio. omar-abascal-9Um7Huux0as-unsplash The firm emphasized three recent Costco Wholesale Corporation (NASDAQ:COST) announcements that improve its value proposition for members. These include a new standalone gas station test, longer shopping hours exclusively for Executive members, and a new bonus on same-day Instacart orders funded by Instacart for Executive members. These additional perks and bonuses, according to BMO Capital, enhance Costco's 'extreme membership value proposition,' especially for its Executive membership base. Despite accounting for 47% of Costco members, this tier accounts for 73% of the company's sales. A membership-based warehouse club, Costco Wholesale Corporation (NASDAQ:COST) offers bulk discounts on an array of products, including food, electronics, and household products. While we acknowledge the potential of COST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: and Disclosure: None. Sign in to access your portfolio
Express Tribune
30-06-2025
- Business
- Express Tribune
Lululemon sues Costco for selling 'dupes'
Lululemon has filed a lawsuit against Costco Wholesale Corporation, accusing the retailer of selling unauthorized replicas of its popular apparel, alleging trademark infringement and unfair competition. The suit, filed on June 27 in the U.S. District Court for the Central District of California, claims that Costco has unlawfully sold "knockoff" versions of Lululemon's SCUBA® hoodies, DEFINE® jackets, and ABC pants, which bear a striking resemblance to the athleisure giant's original designs. Lululemon argues that Costco's products create confusion among consumers, who may mistakenly believe they are purchasing authentic Lululemon items. The company claims that Costco's actions are part of a broader strategy to confuse customers into thinking these 'dupes' are legitimate. 'One of the purposes of selling 'dupes' is to confuse consumers at the point-of-sale and/or observers post-sale,' the complaint states. The lawsuit highlights instances where Costco's products are nearly identical to Lululemon's designs, with the company pointing to a New York Times article that noted how Costco's items 'looked almost identical' to Lululemon's. Additionally, Lululemon claims that Costco used the name "Tidewater Teal" for one of its products, a color trademarked by the brand since 2019, further evidence of deliberate imitation. The complaint also mentions specific items allegedly copied by Costco, including Danskin hoodies, Jockey yoga jackets, and Kirkland performance pants. Lululemon asserts that Costco's actions have caused significant damage to its reputation and business, and it is seeking monetary damages as well as an injunction to stop the retailer from selling the infringing products. In response, Lululemon emphasized its commitment to defending its intellectual property, stating, 'As an innovation-led company that invests significantly in research, development, and design, we take the responsibility of protecting our rights seriously.' Costco has not yet commented on the lawsuit.
