Costco Q1 2025 Earnings Report
Summary
Costco reported strong fiscal first-quarter results, exceeding Wall Street expectations for sales and earnings. Growth was driven by a significant surge in digital sales, new store openings, and increased membership fees.
Key Points
- Financial Performance: EPS of $4.50 beat estimates of $4.27. Revenue reached $67.31B vs. $67.14B expected.
- Sales Growth: Total sales rose 8.2% year-over-year. Global comparable sales increased 6.4%.
- Digital Surge: E-commerce sales jumped 20.5%. Black Friday set a U.S. e-commerce record with over $250M in non-food orders.
- Membership: Total paid members grew 5.2% to 81.4 million. U.S./Canada renewal rate was 92.2%.
- Expansion: Opened 8 new locations (including 4 in the U.S.), bringing global total to 921 warehouses.
- Inflation & Tariffs: Saw mixed inflation in groceries. Actively managing tariff impacts through sourcing and supply chain strategies, including a lawsuit against recent tariffs.
- Stock Performance: Shares are down nearly 4% year-to-date but have gained 141% over the past five years.
开市客 (Costco) 2025财年第一季度财报
简报摘要
开市客公布了强劲的第一财季业绩，销售额和盈利均超出华尔街预期。增长主要得益于数字销售额的显著激增、新门店开业以及会员费上涨。
关键要点
- 财务表现：每股收益4.50美元，高于预期的4.27美元。营收达673.1亿美元，高于预期的671.4亿美元。
- 销售增长：总销售额同比增长8.2%。全球可比销售额增长6.4%。
- 数字业务激增：电子商务销售额同比增长20.5%。黑色星期五创下美国电商销售记录，非食品订单额超2.5亿美元。
- 会员情况：付费会员总数增长5.2%，达到8140万。美国/加拿大会员续费率92.2%。
- 业务扩张：新开8家门店（其中4家在美国），全球门店总数达921家。
- 通胀与关税：食品类通胀情况不一。正通过调整采购和供应链策略积极应对关税影响，并对近期关税提起了诉讼。
- 股价表现：年初至今股价下跌近4%，但过去五年累计上涨141%。
Original Article Link: https://www.cnbc.com/2025/12/11/costco-cost-earnings-q1-2026.html