COST 全部观点

COST 这一页 8 条观点条目，其中 1 条方向发生变化。

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Parkev Tatevosian, CFA发布 2026-09-26

《Should Investors Buy Costco Stock Instead of Walmart Stock? | COST Stock Analysis WMT Stock Analysis》

Costco 和 Walmart 无疑属于全球最优秀的零售商之列。两者的商业模式非常相似，都是以尽可能低的价格向消费者提供商品。

Costco and Walmart are undoubtedly among the best retailers in the world. Both operate on a very similar business model, which is to offer goods at the lowest possible prices to consumers.

但在当前市场价格下，哪一只是更值得买入的股票？这正是我想在本视频中回答的问题。从过去十二个月的营收来看，Walmart 的营收是 Costco 的两倍多。过去十二个月，Walmart 实现营收 7360 亿美元，而 Costco 为 2940 亿美元。

But which of them is the better stock to buy at current market prices? This is the question I want to answer in this video. Based on revenues over the past twelve months, Walmart's revenues are more than double those of Costco.

Walmart generated $736 billion in revenue over the past twelve months, while Costco generated $294 billion.

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Schwab Network发布 2026-09-25

《A "Window" Into the K-Shaped Economy: Consumer Concerns COST Earnings Show》

$COST未站边

Costco的盈利表现超出预期，但需要更多数据才能证明其当前估值相对于市场是合理的。

让我们深入探讨一下我们在Costco股价上看到的这些走势和反应，今天与我们一起的是FBB Capital Partners的投资组合经理Mel Casey，以及LSCEG的消费者研究总监Sharon Mathis。

Let's delve into some of these moves in the reactions we're seeing toward Costco shares, with Mel Casey, portfolio manager at FBB Capital Partners, and Sharon Mathis, director of consumer research at LSCEG, joining us today.

该公司在营收和利润两方面都超出了预期；即便剔除关税退款，表现也好于预期。首先，是的，今天的反应不错，公司跑赢了市场，尽管自年初以来其表现仍显著低于整体市场。

The company exceeded expectations in both revenue and profit; even excluding customs duty refunds, performance was better than anticipated. Firstly, yes, the reaction today was good, with the company outperforming the market, although it is still significantly below the overall market performance since the beginning of the year.

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Parkev Tatevosian, CFA发布 2026-09-23

《Massive Update for Costco Stock Investors》

$COST看涨

Costco 被上调至买入评级；在抛售后估值已接近合理水平（843 美元，对比市场价 897 美元）。

Costco 计划于 2026 年 9 月 24 日公布其季度财务业绩。此时正值 Costco 股价持续下跌之际。

Costco is scheduled to announce its quarterly financial results on September 24, 2026. This comes at a time when Costco's stock is suffering a decline.

很长一段时间以来，Costco 股价首次较其最高水平下跌了约 20%。几个月前，Costco 股价还在 1,100 美元附近交易，如今已跌破 900 美元。

For the first time in a long time, Costco shares have fallen by about 20% from their highest levels. Costco's stock was trading near $1,100 a few months ago, and is now trading below $900.

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Yet Another Value Podcast发布 2026-09-07

《$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital》

$COST未站边

Costco是一家成熟且增长迅速的公司，但其40倍市盈率使得新买入缺乏吸引力，尽管可以继续持有现有仓位。

二十年前，好市多比今天要全面得多。

Twenty years ago , Costco was much more comprehensive than it is today.

我们在好市多身上看到了这一点，在其他所有公司身上也看到了，而且看起来这种情况还会继续下去。

We've seen it with Costco. We've seen it with all the other companies, and it looks like it's going to continue.

我的感觉是，这就像在90年代买入好市多，或者在80年代买入沃尔玛。

That's how I feel, it's like buying Costco in the 90s or buying Walmart in the 80s.

我看了一张好市多的图表。好市多的股价在过去20年里上涨了20倍。过去——抱歉，这说得还不够——在过去20年里上涨了27.5倍，而标普500指数是7.5倍，对吧？

I looked at a chart for Costco. Costco's stock has increased 20 times in the last 20 years. The past—sorry, that's an understatement—has increased 27.5 times over the last 20 years , compared to the S& P 500's 7.5 times, right?

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The Intrinsic Value Podcast发布 2026-09-06

《Applovin (APP): The 30-Bagger Down More Than Half》

$COST看跌

好市多估值高（50倍市盈率），尽管公司质地优良，但缺乏安全边际，因此在该价位买入并不具吸引力。

我们知道Costco是一家出色的公司，但它的股价对我来说从来都不合理。当市盈率为50倍时，似乎没有任何安全边际融入其中，而最终它只是一家杂货零售企业，而且分散。

we We know that Costco is a company Exceptional, but the price Her stock wasn't logical. Never for me. when A price-to-earnings ratio of 50 Weakness, it seems not There is any margin of safety Integrated into what is in The end is just work Commercial grocery store And fragmentation.

为了更好地理解任何商业工作，无论是Costco还是Reddit，

To understand any work better commercially, whether It was Costco or Reddit,

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Joseph Carlson After Hours发布 2026-08-26

《Meta Wins A Massive Strategic Victory》

$COST看涨

持有 COST 的逻辑在于其强大的客户忠诚度及对购物者的优待，这与追求长期成功而非短期利润提取的理念相契合。

当我持有 Costco 的股份时，我喜欢人们喜欢 Costco 这一事实。他们喜欢在那里购物，对其持正面看法。Costco 善待顾客，顾客也非常享受 Costco 的服务。这是一种共生关系。

如果 Costco 为了多赚一点钱而糟糕地对待顾客，我不会喜欢那样做。那将是一个极其糟糕的决定。虽然短期内可能有利，但从长远来看并非如此。

When I'm an owner of Costco, I like the fact that people like Costco. They like shopping there. They view it favorably. Costco treats their customer well. The customer really enjoys Costco.

That's a symbiotic relationship. I wouldn't like it if Costco treated the customer poorly to try to churn out a little bit more money. That'd be a very poor decision by Costco.

It would serve them in the short term, but not in the long term.

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Christopher Uhl - OVTLYR发布 2026-08-25

《NVDA Price Targets Raised Right Before Earnings! Time To LOAD THE BOAT?》

$COST看涨

Costco看涨，有新的买入信号和强劲的板块，但面临市场逆风；仍可能是一个极佳的布局。

Costco。这对我来说是巅峰商店。Costco现在很火。Costco看起来很棒。好的，Costco，这很贵，伙计。我记得Costco是一只200美元的股票。现在它像一只百万美元的股票。

像一只真正的千元股票。好的，Costco今天得到了新的买入信号。看起来它从买入变成了卖出。有点像震荡期。非常令人沮丧。但看这里的角落，对吧？你有一个强劲的板块。你有一只强劲的股票，但你仍然有一些上方压力。

嗯，我应该在这种情况下说是逆风。一些逆风，市场不太配合。但你知道，这仍然可能是一个很好的设置。所以把Costco放在你的雷达上。把Costco放在雷达上。事实上，我看到更多的上升趋势，更少的下降趋势，以及广度上的看涨交叉。好的，Costco看起来相当不错。

Costco. This is peak store to me. Costco is on fire right here. Costco looks gorgeous. All right, so Costco, this is expens dude. I remember when Costco was a $200 stock. Now it's like a million dollar stock. like a literal thousand stock right here.

All right, so Costco got a fresh buy signal today. Looks like it went from a buy to sell right here. Kind of like a a choppy period. Really frustrating. But look up here in the corner, right?

You got a strong sector. You got a strong stock, but you still have some overhead. Um well, I should say headwinds in this case. Some headwinds with the market not really cooperating.

But you know, this still could be a great setup. So keep Costco on your radar. Keep Costco on that radar. In fact, I'm seeing more uptrends, less downtrends, and that bullish crossover on breath. Okay, Costco looks pretty sharp.

看原视频23:55

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Joseph Carlson After Hours发布 2026-08-24

《I’m Buying $10,000 Of This Company Next》

$COST看跌

好市多估值过高；在每股600美元买入，假设EPS增长9.3%、市盈率31倍，回报率约10.6%，但出现如此跌幅的可能性极低。

接下来是Costco，它是我投资组合中的第九大持仓。也是我整个投资组合中持有时间最长的股票之一。我基本上在开始投资的第一天就开始买入Costco。当时我知道的不多，但我知道Costco是一家非常好的公司。

投资测试证明了复合增长率。Costco一直是市场上回报最好的股票之一。但它目前是一个83,000美元的仓位，其中50,000美元是收益。这只股票有点棘手，因为Costco目前股价为969美元，但我为它设定的买入目标价要低得多。

低得多。在600美元。对于我的大多数公司，我的买入目标价在现价下方18%到25%左右。但对于Costco，它比现价低38%，幅度很大。所以，要以每股600美元买入Costco，股价需要下跌38%。

对于Costco，我认为这非常不可能。回顾过去5年，Costco确实有下跌，但通常持续时间很短。通常可能下跌5%、10%，也许20%。它通常不会下跌近40%。所以，我认为这是所有股票中最不可能出现的下跌之一。

我之所以把买入目标价设定得远低于现价，是因为Costco被高估了。它是一家被高估的公司，但我继续持有。每当它支付巨额特别股息时，我就把那些资金投入其他仓位。当我看到一些假设时，如果Costco的每股收益增长率为9.3%，并且市盈率为31倍，这是不错的。

现在，它的市盈率是50倍，但即使假设市盈率为31倍，以600美元的买入价，我们也能获得大约10.6%的回报。所以，对于这家公司来说，这是一个不错的回报，但仍然不算惊人。这也是我把买入价设定得远低于现价的部分原因。

Next up, we have Costco, which is position number nine in my portfolio. It's also one of my longest held positions in my entire portfolio. I basically started buying Costco day one when I started investing.

I didn't know as much back then, but I knew Costco is a really good company. And the investment test turned out on a compounded growth rate. Costco has been one of the best returning stocks in the market.

But it currently sits at an $83,000 position with 50,000 of that being gains. This one here is a little bit tricky because Costco currently trades at 9 and $69 per share, but the buy target that I have for this one is all the way down.

It's way down. It's down at $600 per share. Now, with most of my companies, my buy targets around 18% below to 25% below the current price of the stock. But with Costco, it's a dramatic 38% below its current price.

So, for buying Costco at $600 per share, the stock needs to drop 38%. And with Costco, I rate this as very unlikely. Looking over the past 5 years, Costco does have drops, but usually they're short-lived.

Usually it drops maybe 5, 10, maybe 20%. It does not typically drop nearly 40%. So, I believe that this is one of the most unlikely drops out of all the ones. Now, the reason why I set that buy target so much below the current price is because Costco's overvalued.

It is an overvalued company that I continue to hold. Anytime it pays me the huge special dividends, I put that capital into other positions. When I look at some assumptions here, if Costco grows its EPS at 9.3%.

And it trades at a nice multiple of 31. Now, right now, it's trading at a 50 multiple, but even assuming it trades at a 31 multiple at a $600 buyin price, that means that we're getting around a 10.6% return.

So, a decent return for the company, but still not amazing. And that's part of the reason I put the buy price so far below the current price.

看原视频16:39

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