会员费上涨？好市多或将迎来股价催化剂

金十数据2023-09-26

这家会员制仓储超市巨头周二盘后将公布业绩报告，伴随美国整体物价的上涨，它的经营模式将吸引现金短缺的消费者。食品和天然气价格还在上涨。会员制仓储连锁超市好市多（Costco）将于周二美股盘后公布第四财季业绩。分析师预计本季度公司的杂货销售将是业绩表现中的一个加分项。今年迄今，好市多(COST.O)股价已上涨22%，同期标普500指数上涨13.2%。整体物价的上涨促使许多消费者前往折扣店低价购买基础...

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Costco may welcome the stock price catalyst","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2cd028bf902d5aaa3a7e43b546616c05","symbols_score_info":{"COST":1},"content_text":"这家会员制仓储超市巨头周二盘后将公布业绩报告，伴随美国整体物价的上涨，它的经营模式将吸引现金短缺的消费者。食品和天然气价格还在上涨。会员制仓储连锁超市好市多（Costco）将于周二美股盘后公布第四财季业绩。分析师预计本季度公司的杂货销售将是业绩表现中的一个加分项。今年迄今，好市多(COST.O)股价已上涨22%，同期标普500指数上涨13.2%。整体物价的上涨促使许多消费者前往折扣店低价购买基础商品。不过，虽然物价涨幅较去年水平有所放缓，且一些分析师对经济的悲观情绪已经缓解，但因沙特和俄罗斯的原油减产，石油和天然气价格上涨再次成为通胀的一大推动因素。与此同时，学生贷款支付的恢复，让一些分析师担心这会影响消费者支出。但从结果来看，一些分析师认为，在此背景下，好市多仍然是一个有吸引力的选择。瑞银分析师Michael Lasser上周在一份研究报告中表示：“鉴于消费者面临的持续经济压力，我们认为，随着人们希望最大限度地提高消费能力，好市多的会员渗透率可能仍然强劲。展望未来，相信好市多可以继续吸引现金短缺的消费者，明年它可能会提高会员费，这将成为潜在的催化剂。”FactSet调查的分析师预计，好市多第四财季调整后每股收益为4.79美元，季度收入为777.2亿美元。专注于零售流量分析的公司Placer.ai的数据发现，好市多在夏季的顾客访问量有所增加，而其他批发俱乐部和超市的顾客访问量则有所下降。“好市多今年将成为返校季的巨头，对比去年和今年的访客行为进一步显示了该连锁超市在返校季不断增强的影响力。”Edward Jones分析师Brian Yarbrough在8月的一份研究报告中指出，好市多70%以上的营业利润来自会员费，这使它能够在保持价格低于许多其他零售商的同时实现盈利。他还指出，其会员续约率为89%。“由于食品在这些商店的销售组合中所占比例较高且价格低廉，仓库连锁超市表现出了对经济波动的抵御能力。该公司谨慎地保持其产品利润相对狭窄，以便向消费者展示其价值主张并保持更高的客户忠诚度。”瑞银的Lasser说，“现在是提高会员费的时候吗？有可能，但我们认为明年提高会员费的可能性更高。”该分析师补充说，“从历史上看，该公司采取的是每5-6年调整一次费率的模式。最后一次调整是在2017年3月2日宣布的，并于当年6月1日生效。去年好市多曾多次表示，鉴于会员面临的成本压力，它不准备提高会员费。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1118138846","isCrawlerRequest":true}