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An analysis by Zacks on December 29, 2025, favors Costco Wholesale Corp. over Target Corp., forecasting an 11.7% earnings per share increase for Costco while anticipating a 17.7% decline for Target.
Walmart's Sam's Club division in China drove a 22% increase in the company's regional sales to $6.1 billion by targeting affluent consumers and aggressively expanding its e-commerce operations.
Costco's stock has declined 4% over the past month, underperforming the market despite analyst forecasts for an 11.7% increase in earnings per share for the current fiscal year.
Costco's stock (COST) gained 2.00% as the retailer capitalized on a wine industry oversupply to attract high-end consumers with discounted prices.
An analysis of Costco's (COST) ownership structure shows institutional investors control 69% of the company, highlighting their significant influence over the retail giant's stock.
Costco Wholesale's stock ticked lower despite reporting strong fiscal first-quarter earnings and revealing it sold 4.5 million pies ahead of Thanksgiving.
Costco announced on December 19, 2025, that it is selectively adjusting its product lineup to reduce tariff-impacted goods like toys and Christmas trees to maintain its value proposition.
A Simply Wall St analysis dated December 18, 2025, reveals Costco's stock may be overvalued by 48.5% according to a Discounted Cash Flow model, despite a recent 5.5% price drop over the past month.
Stock analysis finds Citigroup (C) risky due to its low 2.4% net interest margin, while recommending Alphabet (GOOGL) and Costco (COST) for their strong growth potential.
Influential investor Jim Cramer has voiced concerns over Costco's new management and a slowdown in membership renewals, prompting a reevaluation of the stock which has underperformed throughout the year.
Over 25 years, Costco's travel division has expanded into a significant operation, now responsible for multibillion-dollar bookings in cruises, vacation packages, and rental cars.
Major retailers including Walmart, Target, and Kroger are advancing their private label brand strategies, a move that coincided with stock gains across the sector, including a 3.38% rise for competitor General Mills on December 17.
An analysis of Walmart, Costco, and Lowe's highlights their strong market positions and technology adoption as key drivers for growth heading into 2026.
JPMorgan upgraded Dollar General to Overweight with a $166 price target, while Roth Capital downgraded Costco to Sell, cutting its target to $769.
Prominent market commentator Jim Cramer has signaled a cautious stance on Nike (NKE), citing unresolved issues with old inventory as a significant headwind to the company's turnaround efforts. This perspective suggests potential short-term pressure on the stock.
October retail sales data is anticipated to show a minimal 0.1% increase, reflecting growing consumer strain amidst persistent inflation. This slowdown could significantly influence the Federal Reserve's upcoming monetary policy decisions as recessionary fears persist.
Costco reported a 14% increase in membership fee income to $1.329 billion, driven by a 5.2% rise in paid households. This result underscores the strength of its recurring revenue model, positively impacting its stock outlook.
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BJ's Wholesale Club stock shows a significant discount based on Discounted Cash Flow (DCF) analysis, suggesting potential upside. However, mixed valuation signals from other metrics and choppy market performance create investor uncertainty, drawing comparisons to the successful playbook of competitor Costco.
The U.S. government projects a $100-$150 billion tax refund stimulus in Q1 2026. However, market sentiment remains uncertain as persistent inflation and pessimistic consumer outlooks create significant economic headwinds, complicated by ongoing corporate tariff disputes.