Costco Wholesale Corp COST

Costco Wholesale Corporation se dedica a la operación de almacenes de membresía en Estados Unidos y Puerto Rico, Canadá, Reino Unido, México, Japón, Australia, España, y a través de sus subsidiarias en Taiwán y Corea. Hasta el 28 de agosto de 2016, la empresa operaba 715 almacenes en todo el mundo. El espacio promedio de los almacenes de la empresa es de aproximadamente 144,000 pies cuadrados. Los almacenes de la empresa operan en promedio una semana de siete días y 70 horas. La empresa ofrece mercancía en diversas categorías, que incluyen alimentos (incluyendo alimentos secos, alimentos envasados y abarrotes); artículos varios (incluyendo alimentos para picar, dulces, bebidas alcohólicas y no alcohólicas, y suministros de limpieza); productos duros (incluyendo electrodomésticos, electrónicos, artículos de salud y belleza, ferretería, y jardín y patio); alimentos frescos (incluyendo carne, productos agrícolas, delicatessen y panadería); productos blandos (incluyendo ropa y pequeños electrodomésticos), y otros (incluyendo estaciones de gasolina y farmacia).

Con 1 acción de COST (USD 915,48) habrías recibido USD 5,54 en dividendos en los últimos 12 meses.

• Zacks Investment Research 1 oct

  Can Kroger's Digital Growth Offset Its Softer Fiscal 2026 Sales View?

  Kroger reported Q2 adjusted EPS growth of 4.8% but disappointed on sales, with identical sales excluding fuel rising only 0.2%. The company cut fiscal 2026 identical-sales guidance to 0.2%-0.8% from 1%-2%, citing pharmacy headwinds, logistics pressures, and deflation. However, e-commerce sales surged 20% and Precision Marketing profit grew 24%, providing profit-mix improvements despite top-line constraints.

  

• Zacks Investment Research 1 oct

  Is Kroger Stock a Buy as Value Meets Slower Comparable-Sales Growth?

  Kroger reported Q2 adjusted EPS growth of 4.8% but identical sales excluding fuel rose only 0.2%, prompting the company to lower fiscal 2026 identical-sales guidance to 0.2%-0.8%. While e-commerce sales grew 20% and private-label brands showed strength, the company faces headwinds from higher shrink, transportation costs, and wage investments. Analysts recommend a wait-and-see approach given the valuation discount but muted sales momentum.

  

• Zacks Investment Research 1 oct

  Costco's Ancillary Businesses Expand Share-of-Wallet Opportunity

  Costco's ancillary businesses, including gasoline, pharmacy, and travel services, significantly boosted gross margins and comparable sales in Q4 fiscal 2026. Gasoline reached record volumes with members saving $3.2 billion, pharmacy grew nearly 20% with digital innovations, and travel services achieved double-digit growth with cruise bookings expanding 16%. However, Costco's stock has underperformed its industry peers over the past three months, trading at a premium valuation with a forward P/E of 40.02 compared to the industry average of 27.39.

  

• The Motley Fool 1 oct

  Even If Costco Doesn't Pay a $10 or $15 Special Dividend in 2027, I'd Still Buy the Stock

  Costco is a compelling long-term investment regardless of whether it pays a special dividend in 2027. The warehouse retailer demonstrates strong fundamentals including nearly 90% membership renewal rates, growing customer base (84.1 million paid members), expanding store count (939 stores in fiscal 2026, targeting 967 in fiscal 2027), and a loyal customer base driven by bulk pricing and private-label Kirkland Signature brand. With $20.2 billion in cash on hand, a special dividend remains possible but is not necessary to justify ownership.

  

• Zacks Investment Research 30 sept

  Should You Buy, Hold or Sell Costco Stock After Its Q4 Earnings Beat?

  Costco reported strong Q4 2026 earnings with adjusted EPS of $6.60 (beating estimates) and 11.1% revenue growth. The company demonstrated strength in its membership model with 84.1 million paid members and 19.5% digital comparable sales growth. However, analysts recommend a Hold rating due to premium valuation (P/E of 40.65) and potential margin pressures from rising costs, suggesting existing investors hold while new investors wait for better entry points.