TD Cowen analyst Oliver Chen maintains $Costco (COST.US)$ with a buy rating, and adjusts the target price from $925 to $975.
According to TipRanks data, the analyst has a success rate of 51.2% and a total average return of 4.8% 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 has reported another solid quarter, with consistent underlying trends, ongoing advancements in e-commerce along with enhanced profitability, and strong membership growth. It is anticipated that the company's momentum will persist, though the current market valuation appears to account for this outlook.
Costco's recent US traffic increase of 5.6% and a gross margin improvement of 44 basis points are notable, particularly in light of the company's dedication to value, enhancement of basket size through product innovation, and increasing appeal to a younger demographic. The company's gross margins benefited from the digital scale and gas, which helped to balance the investments made in SG&A wages.
The company showcased robust underlying fourth-quarter earnings, surpassing anticipated gross margins and comparable sales, coupled with a consistent global customer traffic growth of 6%. Though the projection for EPS growth in fiscal year 2024 is above average, a more cautious perspective is adopted for future EPS growth due to the historical pattern of reinvesting member fee income increases. Nonetheless, the momentum in e-commerce growth remains promising, and the stock's valuation is still perceived as appealing.
Note:
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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.
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TD Cowen分析師Oliver Chen維持$好市多 (COST.US)$買入評級，並將目標價從925美元上調至975美元。
根據TipRanks數據顯示，該分析師近一年總勝率為51.2%，總平均回報率為4.8%。
此外，綜合報道，$好市多 (COST.US)$近期主要分析師觀點如下：
該公司報告了又一個穩健的季度，基本趨勢保持穩定，電子商務持續進步，盈利能力增強，會員人數增長強勁。儘管目前的市場估值似乎解釋了這一前景，但預計該公司的勢頭將持續下去。
Costco最近在美國的流量增長了5.6％，毛利率提高了44個點子，這尤其是考慮到該公司對價值的追求，通過產品創新擴大購物籃規模，以及對年輕人群的吸引力越來越大。該公司的毛利率受益於數字規模和天然氣，這有助於平衡在銷售和收購工資方面的投資。
該公司展示了強勁的第四季度基礎收益，超過了預期的毛利率和可比銷售額，全球客戶流量持續增長6％。儘管對2024財年每股收益增長的預測高於平均水平，但由於再投資會員費收入增長的歷史模式，對未來的每股收益增長採取了更爲謹慎的觀點。儘管如此，電子商務的增長勢頭仍然令人鼓舞，該股的估值仍被認爲具有吸引力。
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