Jefferies analyst Corey Tarlowe maintains $Costco (COST.US)$ with a buy rating, and maintains the target price at $1,050.
According to TipRanks data, the analyst has a success rate of 66.2% and a total average return of 17.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Costco (COST.US)$'s main analysts recently are as follows:
The company demonstrated another robust quarter with sustained underlying trends, advancements in e-commerce with enhanced profitability, and strong membership patterns. Momentum is anticipated to persist for the company, although the current stock valuation appears to incorporate these expectations.
Costco's recent performance shows commendable U.S. traffic growth of 5.6% and a noteworthy increase in gross margins by 44 basis points. This success is attributed to the company's dedication to value, enhancement of customer baskets through product innovation, and increased appeal to younger members. Additionally, the positive effects of digital expansion and gas sales are evident in the gross margin improvements, which have balanced out the investments in wages and SG&A.
Costco has demonstrated robust underlying earnings for Q4, with gross margins and comparable sales slightly surpassing forecasts, complemented by a solid 6% increase in global customer traffic. Although the expectations for Costco's FY24 EPS growth are above average, a more cautious perspective is adopted for projected EPS growth in subsequent years due to the company's tradition of reinvesting member fee income gains. Nonetheless, the company's e-commerce expansion and the stock's valuation continue to present an encouraging picture.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富瑞集團分析師Corey Tarlowe維持$好市多 (COST.US)$買入評級,維持目標價1,050美元。
根據TipRanks數據顯示,該分析師近一年總勝率為66.2%,總平均回報率為17.1%。
此外,綜合報道,$好市多 (COST.US)$近期主要分析師觀點如下:
該公司展示了另一個強勁的季度,具有持續的基本趨勢,電子商務的進展以及增強的盈利能力,以及強勁的會員增長模式。預計該公司的勢頭將持續下去,儘管當前股票估值似乎已包含了這些預期。
好市多最近的表現顯示出令人欽佩的美國客流增長5.6%,毛利率增長44個點子的顯着增加。這一成功歸因於公司對價值的致力,通過產品創新提升顧客購物籃的努力,並增加對年輕會員的吸引力。此外,數字擴張和燃料幣銷售的積極效果明顯體現在毛利率的改善中,這已經抵消了在工資和銷售管理費方面的投資。
好市多展示了第四季度強勁的基礎收入,毛利率和可比銷售略高於預期,再加上全球客流量穩健增長6%。儘管對好市多FY24的每股收益增長預期高於平均水平,但對未來幾年預測的每股收益增長採取更加謹慎的觀點,原因在於公司一貫以重新投資會員費收入爲傳統。儘管如此,公司的電子商務擴張和股票估值仍然呈現出令人鼓舞的局面。
提示:
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TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。