Ntsiab Cai
- Costco cov nyiaj tau los zoo li yuav nce 10% ntawm ib xyoo dhau ib xyoo.
- Txawm li cas los xij, lub tuam txhab xav kom tshaj tawm kev muag khoom sib piv tau poob qis rau lub quarter thib xya.
- Txawm hais tias Lub Ib Hlis qhov kev cia siab tsis txaus ntseeg hauv Asmeskas cov khw muag khoom muag, Amazon, Walmart, thiab Home Depot txhua tus tau ceeb toom txog kev xav tau ntawm cov neeg siv khoom qeeb.
Cov khw muag khoom loj loj Costco Wholesale Corp. (NQI) tej zaum yuav tshaj tawm nws qhov kev muag khoom tsis muaj zog tshaj plaws hauv ntau dua peb lub xyoos thaum nws tshaj tawm nws cov txiaj ntsig ntawm lub quarter thib ob rau hnub Thursday, koom nrog cov phooj ywg los yog kev txom nyem kev muag khoom qeeb lossis ceeb toom lawv nyob tom ntej.
Net muag ntawm Costco yuav nce 7.1% mus rau $ 54.5 billion, txhawb nqa nws cov nyiaj tau los tag nrho (nrog rau cov neeg siv khoom tus nqi) los ntawm 7.2% mus rau $ 55.6 billion los ntawm $ 51.9 billion ib xyoos dhau los, raws li kev kwv yees sau los ntawm Visible Alpha. Lub tuam txhab cov nyiaj tau los yuav nce 10% mus rau $ 1.4 billion, lossis $ 3.26 ib feem, los ntawm $ 1.3 billion, lossis $ 2.92 ib feem.
Costco qhov kev muag khoom tsis muaj zog tiv thaiv cov ntaub ntawv uas qhia txog lub zog tsis txaus ntseeg hauv tag nrho Asmeskas cov khw muag khoom muag thaum Lub Ib Hlis. Tab sis nws tsom iav ceeb toom ua ntej lub hli no los ntawm Amazon, Walmart, thiab Home Depot, tag nrho cov uas pom tias kev loj hlob qeeb thiab tsis paub tseeb nyob rau lub hlis tom ntej.
Kev muag khoom sib piv ntawm Costco cov khw muag khoom yuav nce 5.4%, uas yuav ua rau lub quarter thib xya sib law liag uas lub tuam txhab kev muag khoom poob qis dua piv nrog lub quarter dhau los.
Nws kuj tseem yuav sawv cev rau qhov qis tshaj plaws hauv peb lub hlis twg kev muag khoom tau nce txij li qhov tob ntawm COVID-19 kev kaw hauv nruab nrab-2020. Txog rau lub quarter dhau los, lawv tau nce 6.6%, kev muag khoom muag tau nce 11-21% ntawm ib xyoo-rau-xyoo hauv cuaj lub hlis twg.
Lub caij no, nrog rau lwm cov khw muag khoom, Costco cov nuj nqis tau nce. Nws cov nqi muag khoom hauv peb lub hlis twg yuav tsum nce 6.8% piv nrog rau xyoo dhau los, raws li Visible Alpha, txo nws cov txiaj ntsig tag nrho me ntsis rau 12.1%.
Ntawm qhov kev ceeb toom zoo, Costco cov tswv cuab tej zaum yuav nce ntxiv hauv lub quarter rau kwv yees li 67.4 lab tsev neeg. Qhov kev xav tau nce ntawm 480,000 los ntawm kev siv nyiaj thawj lub hlis twg yuav txuas ntxiv rau lub tuam txhab txoj hlua ntawm cov tswvcuab hauv peb lub hlis twg nce mus txog tsawg kawg yog ib nrab xyoo 2013, thaum nws muaj txog 40 lab tus tswvcuab tsev neeg.
Cov nqi koom nrog, txawm li cas los xij, tsuas yog kwv yees li 2% ntawm lub tuam txhab cov nyiaj tau los tag nrho.
| Costco's Key Stats | |||
|---|---|---|---|
| Q2 FY2023 (yog) | Q2 QHIA 2022 | Q2 QHIA 2021 | |
| Kho EPS | $3.26 | $2.92 | $2.14 |
| Nyiaj Khwv Nyiaj | $ 55.6B | $ 51.9B | $ 44.8B |
| Kev muag khoom nce ntxiv | 5.4% | 14.4% | 13.0% |
Tau qhov twg los: Pom tau Alpha
Tsis paub Investors
Costco tus nqi Tshuag hauv ob peb lub hlis dhau los tau cuam tshuam cov tub ua lag luam tsis paub meej txog cov khw muag khoom qhov kev cia siab.
Txij li thaum lub tuam txhab tau tshaj tawm nws cov txiaj ntsig kev lag luam thawj peb lub hlis twg rau lub Kaum Ob Hlis 8, nws cov khoom lag luam tau nce 1.5%. Lub sijhawm ntawd, txawm li cas los xij, Costco cov khoom lag luam tau pauv ntau yam ntawm $ 447- $ 530 ib feem. S&P Retail Select Industry Index tau ntsib qhov zoo sib xws, txawm tias muaj kev sib tw ntau dua.
Costco shares poob ntau dua 5% nyob rau xyoo tas los, piv nrog 19% poob rau S&P 500 Consumer Discretionary sector.
Retail Execs Foresee More Turbulence
Hauv nws qhov kev xav txog kev lag luam muag khoom hauv xyoo 2023 tsis ntev los no, Deloitte tau sau tseg tias tsuas yog ib feem peb ntawm cov thawj coj ntawm cov khw muag khoom tau soj ntsuam tau qhia txog kev ntseeg siab txog lawv lub peev xwm los tswj lossis txhim kho cov nyiaj tau los xyoo no.
Yuav luag tag nrho cov thawj coj, Deloitte tau hais tias, qhia txog kev nce nqi thiab kev siv tsawg tsawg yuav nyem cov paj laum - qhov tseem ceeb tawm mus los ntawm kev nce nqi qis thiab kev xav tau nce ntxiv uas lawv tau ntsib thaum muaj kev sib kis rov qab los ntawm 2021-22.
"Kev hloov pauv tuaj yeem ua tau zoo, tab sis kev hloov pauv tas li tuaj yeem ua rau muaj kev nyuaj siab," Deloitte tsab ntawv ceeb toom tau hais. "Cov khw muag khoom niaj hnub no tau hnov qhov hangover ntawm qhov kev hloov pauv no tshwm sim hauv lub sijhawm condensed tshaj plaws ntawm ib qho kev lag luam tsis ntev los no."
Tau qhov twg los: https://www.investopedia.com/costco-preview-7152033?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo