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2021-05-27
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Costco Reports Results Thursday. Here’s What to Expect.<blockquote>好市多周四公布业绩。这是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>好市多周四公布业绩。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146772200","media":"Barrons","summary":"Costco Wholesale will report earnings on Thursday along with a host of other retailers, including Be","content":"<p>Costco Wholesale will report earnings on Thursday along with a host of other retailers, including Best Buy and Gap. But the discounter’s quarter may be one of the most telling as investors gauge how the biggest players transition to a post-pandemic world.</p><p><blockquote>Costco Wholesale将于周四与百思买(Best Buy)和Gap等许多其他零售商一起公布财报。但当投资者衡量最大的参与者如何过渡到大流行后的世界时，这家折扣店的季度可能是最能说明问题的季度之一。</blockquote></p><p> Costco (ticker: COST) has a very high bar to clear since several other retailers—Target (TGT) and Walmart (WMT) are just two examples—have already delivered over-the-top numbers.</p><p><blockquote>Costco（股票代码：COST）需要清除的门槛非常高，因为其他几家零售商（塔吉特(TGT)和沃尔玛(WMT)只是两个例子）已经提供了过高的数字。</blockquote></p><p> But the real pressure to beat expectations is coming from investors, whose gauges of success are government statistics: The latest round of stimulus checks boosted retail sales to a pandemic-era high in March, and consumer confidence reached its highest levels in 14 months in April.</p><p><blockquote>但超出预期的真正压力来自投资者，他们衡量成功的标准是政府统计数据：最新一轮刺激检查在3月份将零售额推高至大流行时期的高点，消费者信心在4月份达到14个月来的最高水平。</blockquote></p><p> As <i>Barron’s</i> noted last week, those factors were likely to bolster same-store sales for Walmart,offering one of the few catalysts to break its recent post-earnings cycle of slumps. And that metric did sail past difficult comparisons, and along with upbeat guidance, helped the industry leader close higher after earnings for the first time in several quarters.</p><p><blockquote>作为<i>巴伦周刊</i>上周指出，这些因素可能会提振沃尔玛的同店销售，为打破近期财报后低迷周期提供为数不多的催化剂之一。这一指标确实通过了艰难的比较，加上乐观的指引，帮助这家行业领导者在几个季度以来首次收高。</blockquote></p><p> Walmart wasn’t the only big-box player to wow the market, however. Target notched blockbuster results last week, too, one of the biggest reports in a busy week.</p><p><blockquote>然而，沃尔玛并不是唯一一家令市场惊叹的大型企业。塔吉特上周也取得了重磅业绩，这是繁忙的一周中最大的报告之一。</blockquote></p><p> Both companies noted that while consumers were understandably less focused on stocking up on essentials than the first quarter of 2020, when Covid-19 restrictions were being put in place, they were more than willing to shift their spending into other more discretionary categories. Apparel was a big winner—perhaps part of the coming fashion shift <i>Barron’s</i> has argued will bolster clothing sellers—but so was the home goods category.Stellar earnings from Home Depot (HD) highlighted that even with more options opening up, shopping still holds appeal, even in categories that thrived throughout 2020.</p><p><blockquote>两家公司都指出，虽然消费者不像2020年第一季度那样专注于储备必需品，这是可以理解的，当时实施了Covid-19限制，但他们更愿意将支出转移到其他更可自由支配的类别。服装是大赢家——也许是即将到来的时尚转变的一部分<i>巴伦周刊</i>认为这将提振服装卖家，但家居用品类别也是如此。家得宝(HD)的出色盈利凸显出，即使有更多选择，购物仍然具有吸引力，即使是在2020年全年蓬勃发展的类别中。</blockquote></p><p> All of that bodes well for Costco. Like Walmart and Target, it was a big pandemic winner—its focus on value resonated with consumers throughout the crisis, first for essentials and later for discretionary items. That strength led to consecutive months of robust same-store sales, even though that hasn’t always helped the stock.</p><p><blockquote>所有这些对好市多来说都是个好兆头。与沃尔玛和塔吉特一样，它也是疫情的大赢家——它对价值的关注在整个危机期间引起了消费者的共鸣，首先是必需品，后来是非必需品。这种实力导致同店销售连续几个月强劲，尽管这并不总是对该股有所帮助。</blockquote></p><p> That said, the company’s most recent earnings were mixed, which sent shares lower in March, and while the stock is still an analyst favorite, it has given up some of its pandemic gains. The shares gained more than 27% in the past 12 months, but have crept up just around 2% since the start of the year.</p><p><blockquote>尽管如此，该公司最近的盈利好坏参半，导致3月份股价走低，尽管该股仍然是分析师的最爱，但它已经回吐了部分疫情期间的涨幅。该股在过去12个月内上涨了27%以上，但自今年年初以来仅上涨了2%左右。</blockquote></p><p> Analysts are looking for Costco to earn $2.38 a share on revenue of $44.71 billion. That compares to EPS of $2.14, which came in below consensus estimates, and revenue of $44.77 billion in the prior quarter.</p><p><blockquote>分析师预计Costco每股收益为2.38美元，营收为447.1亿美元。相比之下，上一季度每股收益为2.14美元，低于市场普遍预期，营收为447.7亿美元。</blockquote></p><p> Stimulus checks, an improving labor market, and consumer confidence were always going to bolster hopes for Costco’s earnings. Upbeat management commentary last week from Target and Walmart—the latter noting that its warehouse division Sam’s Club reached a new membership record and grew same-store sales 2.7%—will likely have investors more optimistic about the report.</p><p><blockquote>刺激支票、劳动力市场的改善和消费者信心总是会增强人们对好市多盈利的希望。塔吉特和沃尔玛上周发表了乐观的管理层评论——后者指出其仓库部门山姆会员店创下了新的会员纪录，同店销售额增长了2.7%——可能会让投资者对该报告更加乐观。</blockquote></p><p> Those reports, and the stocks’ subsequent moves, show the market is willing to reward good results, at least in this corner of retail, so Costco could see as similar bump. But the shares could slide again if it doesn’t make the cut.</p><p><blockquote>这些报告以及股票随后的走势表明，市场愿意奖励良好的业绩，至少在零售业的这个角落是这样，因此好市多可能会看到类似的上涨。但如果它不能晋级，股价可能会再次下跌。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco Reports Results Thursday. 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Here’s What to Expect.<blockquote>好市多周四公布业绩。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-27 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Costco Wholesale will report earnings on Thursday along with a host of other retailers, including Best Buy and Gap. But the discounter’s quarter may be one of the most telling as investors gauge how the biggest players transition to a post-pandemic world.</p><p><blockquote>Costco Wholesale将于周四与百思买(Best Buy)和Gap等许多其他零售商一起公布财报。但当投资者衡量最大的参与者如何过渡到大流行后的世界时，这家折扣店的季度可能是最能说明问题的季度之一。</blockquote></p><p> Costco (ticker: COST) has a very high bar to clear since several other retailers—Target (TGT) and Walmart (WMT) are just two examples—have already delivered over-the-top numbers.</p><p><blockquote>Costco（股票代码：COST）需要清除的门槛非常高，因为其他几家零售商（塔吉特(TGT)和沃尔玛(WMT)只是两个例子）已经提供了过高的数字。</blockquote></p><p> But the real pressure to beat expectations is coming from investors, whose gauges of success are government statistics: The latest round of stimulus checks boosted retail sales to a pandemic-era high in March, and consumer confidence reached its highest levels in 14 months in April.</p><p><blockquote>但超出预期的真正压力来自投资者，他们衡量成功的标准是政府统计数据：最新一轮刺激检查在3月份将零售额推高至大流行时期的高点，消费者信心在4月份达到14个月来的最高水平。</blockquote></p><p> As <i>Barron’s</i> noted last week, those factors were likely to bolster same-store sales for Walmart,offering one of the few catalysts to break its recent post-earnings cycle of slumps. And that metric did sail past difficult comparisons, and along with upbeat guidance, helped the industry leader close higher after earnings for the first time in several quarters.</p><p><blockquote>作为<i>巴伦周刊</i>上周指出，这些因素可能会提振沃尔玛的同店销售，为打破近期财报后低迷周期提供为数不多的催化剂之一。这一指标确实通过了艰难的比较，加上乐观的指引，帮助这家行业领导者在几个季度以来首次收高。</blockquote></p><p> Walmart wasn’t the only big-box player to wow the market, however. Target notched blockbuster results last week, too, one of the biggest reports in a busy week.</p><p><blockquote>然而，沃尔玛并不是唯一一家令市场惊叹的大型企业。塔吉特上周也取得了重磅业绩，这是繁忙的一周中最大的报告之一。</blockquote></p><p> Both companies noted that while consumers were understandably less focused on stocking up on essentials than the first quarter of 2020, when Covid-19 restrictions were being put in place, they were more than willing to shift their spending into other more discretionary categories. Apparel was a big winner—perhaps part of the coming fashion shift <i>Barron’s</i> has argued will bolster clothing sellers—but so was the home goods category.Stellar earnings from Home Depot (HD) highlighted that even with more options opening up, shopping still holds appeal, even in categories that thrived throughout 2020.</p><p><blockquote>两家公司都指出，虽然消费者不像2020年第一季度那样专注于储备必需品，这是可以理解的，当时实施了Covid-19限制，但他们更愿意将支出转移到其他更可自由支配的类别。服装是大赢家——也许是即将到来的时尚转变的一部分<i>巴伦周刊</i>认为这将提振服装卖家，但家居用品类别也是如此。家得宝(HD)的出色盈利凸显出，即使有更多选择，购物仍然具有吸引力，即使是在2020年全年蓬勃发展的类别中。</blockquote></p><p> All of that bodes well for Costco. Like Walmart and Target, it was a big pandemic winner—its focus on value resonated with consumers throughout the crisis, first for essentials and later for discretionary items. That strength led to consecutive months of robust same-store sales, even though that hasn’t always helped the stock.</p><p><blockquote>所有这些对好市多来说都是个好兆头。与沃尔玛和塔吉特一样，它也是疫情的大赢家——它对价值的关注在整个危机期间引起了消费者的共鸣，首先是必需品，后来是非必需品。这种实力导致同店销售连续几个月强劲，尽管这并不总是对该股有所帮助。</blockquote></p><p> That said, the company’s most recent earnings were mixed, which sent shares lower in March, and while the stock is still an analyst favorite, it has given up some of its pandemic gains. The shares gained more than 27% in the past 12 months, but have crept up just around 2% since the start of the year.</p><p><blockquote>尽管如此，该公司最近的盈利好坏参半，导致3月份股价走低，尽管该股仍然是分析师的最爱，但它已经回吐了部分疫情期间的涨幅。该股在过去12个月内上涨了27%以上，但自今年年初以来仅上涨了2%左右。</blockquote></p><p> Analysts are looking for Costco to earn $2.38 a share on revenue of $44.71 billion. That compares to EPS of $2.14, which came in below consensus estimates, and revenue of $44.77 billion in the prior quarter.</p><p><blockquote>分析师预计Costco每股收益为2.38美元，营收为447.1亿美元。相比之下，上一季度每股收益为2.14美元，低于市场普遍预期，营收为447.7亿美元。</blockquote></p><p> Stimulus checks, an improving labor market, and consumer confidence were always going to bolster hopes for Costco’s earnings. Upbeat management commentary last week from Target and Walmart—the latter noting that its warehouse division Sam’s Club reached a new membership record and grew same-store sales 2.7%—will likely have investors more optimistic about the report.</p><p><blockquote>刺激支票、劳动力市场的改善和消费者信心总是会增强人们对好市多盈利的希望。塔吉特和沃尔玛上周发表了乐观的管理层评论——后者指出其仓库部门山姆会员店创下了新的会员纪录，同店销售额增长了2.7%——可能会让投资者对该报告更加乐观。</blockquote></p><p> Those reports, and the stocks’ subsequent moves, show the market is willing to reward good results, at least in this corner of retail, so Costco could see as similar bump. But the shares could slide again if it doesn’t make the cut.</p><p><blockquote>这些报告以及股票随后的走势表明，市场愿意奖励良好的业绩，至少在零售业的这个角落是这样，因此好市多可能会看到类似的上涨。但如果它不能晋级，股价可能会再次下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/costco-reports-results-thursday-heres-what-to-expect-51621986667?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"source_url":"https://www.barrons.com/articles/costco-reports-results-thursday-heres-what-to-expect-51621986667?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146772200","content_text":"Costco Wholesale will report earnings on Thursday along with a host of other retailers, including Best Buy and Gap. But the discounter’s quarter may be one of the most telling as investors gauge how the biggest players transition to a post-pandemic world.\nCostco (ticker: COST) has a very high bar to clear since several other retailers—Target (TGT) and Walmart (WMT) are just two examples—have already delivered over-the-top numbers.\nBut the real pressure to beat expectations is coming from investors, whose gauges of success are government statistics: The latest round of stimulus checks boosted retail sales to a pandemic-era high in March, and consumer confidence reached its highest levels in 14 months in April.\nAs Barron’s noted last week, those factors were likely to bolster same-store sales for Walmart,offering one of the few catalysts to break its recent post-earnings cycle of slumps. And that metric did sail past difficult comparisons, and along with upbeat guidance, helped the industry leader close higher after earnings for the first time in several quarters.\nWalmart wasn’t the only big-box player to wow the market, however. Target notched blockbuster results last week, too, one of the biggest reports in a busy week.\nBoth companies noted that while consumers were understandably less focused on stocking up on essentials than the first quarter of 2020, when Covid-19 restrictions were being put in place, they were more than willing to shift their spending into other more discretionary categories. Apparel was a big winner—perhaps part of the coming fashion shift Barron’s has argued will bolster clothing sellers—but so was the home goods category.Stellar earnings from Home Depot (HD) highlighted that even with more options opening up, shopping still holds appeal, even in categories that thrived throughout 2020.\nAll of that bodes well for Costco. Like Walmart and Target, it was a big pandemic winner—its focus on value resonated with consumers throughout the crisis, first for essentials and later for discretionary items. That strength led to consecutive months of robust same-store sales, even though that hasn’t always helped the stock.\nThat said, the company’s most recent earnings were mixed, which sent shares lower in March, and while the stock is still an analyst favorite, it has given up some of its pandemic gains. The shares gained more than 27% in the past 12 months, but have crept up just around 2% since the start of the year.\nAnalysts are looking for Costco to earn $2.38 a share on revenue of $44.71 billion. That compares to EPS of $2.14, which came in below consensus estimates, and revenue of $44.77 billion in the prior quarter.\nStimulus checks, an improving labor market, and consumer confidence were always going to bolster hopes for Costco’s earnings. Upbeat management commentary last week from Target and Walmart—the latter noting that its warehouse division Sam’s Club reached a new membership record and grew same-store sales 2.7%—will likely have investors more optimistic about the report.\nThose reports, and the stocks’ subsequent moves, show the market is willing to reward good results, at least in this corner of retail, so Costco could see as similar bump. But the shares could slide again if it doesn’t make the cut.","news_type":1,"symbols_score_info":{"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":371,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/132510822"}
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