Costco $COST posted $93.87B in Q4 sales as member shopping frequency rose, with plans to accelerate FY27 capital spending to $7.5B! KEY HIGHLIGHTS: • North American renewal rates held steady at 92.3%, bolstered by reinvesting $184M in Q4 tariff refunds directly back into member value • Accelerating FY27 capex to $7.5B to support 30 net new warehouse openings per year, targeting heavy expansion across Asian and international markets • Seeking Alpha Quant system rates Costco as a Hold, as an F Valuation grade offsets an A+ in Profitability THE RATING: High member loyalty with a 92.3% renewal rate and A+ Profitability balance against an F Valuation grade, keeping the Seeking Alpha Quant score for $COST at a HOLD. Do you think Costco's $COST international expansion strategy in Asia justifies its premium valuation, or does the F Valuation grade concern you? Drop your take below! ▻
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Costco $COST posted $93.87B in Q4 sales as member shopping frequency rose, with plans to accelerate FY27 capital spending to $7.5B! KEY HIGHLIGHTS: • North American renewal rates held steady at 92.3%, bolstered by reinvesting $184M in Q4 tariff refunds directl
$COST
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