Why Costco Stock Is A 'Port In The Storm' And 4 More Retail Picks From Bernstein
Why Costco Stock Is A 'Port In The Storm' And 4 More Retail Picks From Bernstein
Bernstein smells something cooking at Costco Wholesale Corp (NASDAQ:COST) and no, it's not the famous $1.50 hot dog.
伯恩斯坦聞起來的東西在烹飪 好市多批發股份有限公司 (納斯達克:成本) 不, 它不是著名的 $1.50 熱狗.
What To Know About COST: Bernstein on Tuesday initiated coverage on Costco with an Outperform rating and set a price target of $586, citing the company's exceptional track record of better-than-expected quarterly results.
關於成本要知道什麼： 伯恩斯坦（Bernstein）週二啟動了 Costco 的報導，其「跑贏大市」評級並設定了 586 美元的目標價格，理由是該公司在季度業績好於預期的卓越記錄。
The analyst firm also highlighted Costco's ability to consistently outperform the S&P 500 while putting up "exceptionally good" numbers across all key performance indicators.
該分析師公司還強調了 Costco 在所有關鍵績效指標中都能持續超越 S&P 500 的能力，同時在所有關鍵績效指標中提出「非常好」的數字。
"As the result of these reliable results, Costco has become a destination defensive stock, a much-coveted port in the storm of macro uncertainty that's engulfed the consumer landscape," Bernstein wrote in a new note to clients.
Bernstein 在給客戶的新紙條中寫道：「由於這些可靠的結果，Costco 已成為目的地防守型股票，這是一個令人垂涎的港口，在宏觀不確定性風暴中令人垂涎的港口，這正在吞噬了消費者格局。
From Last Week: This Is What Whales Are Betting On Costco
從上週開始：這就是鯨魚在好市多上下注
The analyst firm believes this explains why Costco is trading near all-time highs and expects the stock to continue to do so as macro uncertainty persists.
該分析師公司認為，這解釋了為什麼 Costco 將交易歷史高點附近，並預計隨著宏觀不確定性持續存在，該股票將繼續這樣做。
In the short term, Bernstein is anticipating continued strong member growth and merchandise sales given Costco's more affluent customer base. The firm also noted that Costco is a limited-assortment retailer, which gives it much more flexibility than much of the competition.
在短期內，伯恩斯坦（Bernstein）預計隨著好市多越來越富裕的客戶群，會員將繼續強勁的成長和商品銷售。該公司還指出，Costco 是一家分類有限的零售商，與大部分競爭對手相比，它具有更大的靈活性。
Costco also carries significantly less inventory risk than competitors, so Bernstein doesn't anticipate any negative surprises like what happened with Target Corp (NYSE:TGT). Longer term, the firm expects continued 2% store growth, member growth and an increase in membership fees.
Costco 的庫存風險遠低於競爭對手，因此伯恩斯坦（Bernstein）預計不會像發生的事情那樣出現任何負面意外 目標公司 (紐約證交所:TGT).長遠來看，該公司預計商店持續增長 2%，會員增長和會員費用增長。
Bonus Stock Picks: Bernstein also slapped Outperform ratings on several other retail names. Here's a look at the stocks that made the list, as well as their 12-month price targets.
紅利股票精選： 伯恩斯坦還拍了其他幾個零售名稱的「跑贏大市」評級。以下是列入清單的股票以及 12 個月的價格目標。
- Kroger Co (NYSE:KR): $58 price target
- Albertsons Companies Inc (NYSE:ACI): $26 price target
- Target Corp: $190 price target
- Floor & Decor Holdings Inc (NYSE:FND): $112 price target
- 克罗格公司 （紐約證交所代碼：韓元）：58 美元目標價
- 艾伯特森公司 紐約證交所代碼：ACI）：26 美元目標價格
- 目標公司：190 美元目標價格
- 地板裝飾控股有限公司 紐約證交所代碼:FND): 112 美元目標價格
Bernstein has Market-Perform ratings on Walmart Inc (NYSE:WMT), Lowe's Companies Inc (NYSE:LOW) and Home Depot Inc (NYSE:HD).
伯恩斯坦對市場表現評級 沃尔玛 (紐約證券交易所:WMT), 羅氏公司 (紐約證交所代碼:低) 和 家得寶公司 (紐約:高清).
COST Price Action: Costco has a 52-week high of $612.27 and a 52-week low of $406.51.
成本價格行動： 好市多擁有 52 周的高點為 612.27 美元，52 周低點為 406.51 美元。
The stock was down 1.53% at $481.16 on Tuesday, according to Benzinga Pro.
據本辛加臨表示，週二股票下跌了 1.53%，價格為 481.16 美元。
Photo: Mike Mozart from flickr.
照片：邁克·莫扎特從 Flickr。
譯文內容由第三人軟體翻譯。