Costco:这才叫穿越周期的 “零售茅”!

海豚投研
14 Dec 2024

12 月 12 日美股盘后,$开市客(COST.US)发布了 2025 财年的一季度财报,作为一个成熟传统行业内的成熟龙头,Costco 的业绩一般不会有大幅波动,本季度也是如此。收入端个关键指标大体符合预期,利润端则因税费的利好,小超市场预期,具体来看:1、核心经营指标上,本季度 Costco 整体同店销售增速为 5.2%,相比上季度的 5.4% 略有放缓,不过在市场预期之内。且剔除油价波动和...

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