Costco Holiday Blowout Signals Strong Stock Recovery Ahead: Analyst

Benzinga01-09

Costco Wholesale Corporation (NASDAQ:COST) stock rose Thursday following strong monthly sales data. The retailer continues to show steady demand across both U.S. and international markets. JP Morgan ...

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He said the company benefits from long-term global store expansion and a recurring revenue model supported by high membership renewal rates.Horvers added membership fees generate roughly half of operating profit, giving Costco strong pricing power and margin flexibility. He said rising e-commerce profitability and growing advertising revenue also support potenti","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4585":"ETF&股票定投概念","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","COST":"好市多","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0385154629.USD":"贝莱德营养科学基金A2","BK4504":"桥水持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4596":"哈里斯概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","BK4155":"大卖场与超市","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"translate_title":"分析师：Costco假日井喷预示着未来股市强劲复苏","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COST":1.98},"content_text":"Costco Wholesale Corporation (NASDAQ:COST) stock rose Thursday following strong monthly sales data.\nThe retailer continues to show steady demand across both U.S. and international markets.\nJP Morgan analyst Christopher Horvers reiterated the Overweight rating on Costco, with a price forecast of $1000.\nHorvers said Costco Wholesale continues to gain market share across categories while traffic trends keep improving.\nHe said comparable sales should accelerate as easier comparisons and stimulus spending support valuation expansion.\nThe analyst noted Costco operates mostly in staples, with consumables representing about 70% of its total product mix. He said the company benefits from long-term global store expansion and a recurring revenue model supported by high membership renewal rates.\nHorvers added membership fees generate roughly half of operating profit, giving Costco strong pricing power and margin flexibility. He said rising e-commerce profitability and growing advertising revenue also support potential margin expansion.\nThe analyst pointed to U.S. core comparable sales rising 6.3% in December, well above consensus and internal expectations.\nHorvers said U.S. traffic grew 2.4% while total enterprise traffic increased 2.7% year over year. He added average ticket rose 3.4% excluding gas price deflation and foreign exchange impacts.\nHorvers said Canada posted a 6.0% core comp, matching expectations, while international regions slightly exceeded forecasts.\nHe said comps excluding gas and currency effects reached 6.9%, reflecting strong underlying demand.\nMidwest, Northwest, and Southeast regions led U.S. performance during the period. He said Australia, Japan, and Korea drove international strength.\nAccording to the analyst, weather hurt some Northeast demand in December, though comparisons versus BJ's were less negative.\nHe added store cannibalization pressures eased to 50 basis points from 60 in previous months.\nHorvers noted December sales momentum reinforced his view that Costco continues to outperform retail peers.\nStrong November and December results suggest Costco once again \"won the holidays,\" supporting expectations for continued upside as year-over-year comparisons ease in the months ahead.\nHe said easing comparisons should support further sales growth as seasonal pressures fade.\nHorvers added expected spring tax stimulus should further boost Costco's already strong demand profile.\nHe said extended shopping hours for Executive members continue to drive higher visit frequency and spending.\nHorvers noted Executive sign-ups rose to 80,000 per week, up from 70,000 during the prior quarter.\nHe said higher Executive membership contributed to roughly 5% growth in membership fee income this quarter.\nCOST Price Action: Costco Wholesale shares were up 5.05% at $927.11 at the time of publication on Thursday, according to Benzinga Pro data.\nImage by Tada Images via Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.1","shortVersion":"4.36.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602739279","isCrawlerRequest":true}