Evercore ISI Raises Costco (COST) Price Target, Citi Also Lifts Valuation After Q2 Beat
Evercore ISI and Citi analysts have both raised their price targets for Costco (COST) following the company's strong fiscal Q2 performance. Costco reported a modest beat in same-store sales and earnings, with notable growth in e-commerce and a significant increase in membership fee income and total paid members. The article also touches upon Costco's business model and briefly mentions other investment opportunities in AI stocks.
Fiera Capital Corp Raises Position in Costco Wholesale Corporation $COST
Fiera Capital Corp has increased its stake in Costco Wholesale Corporation by 10.3%, now owning 87,423 shares valued at $80.9 million. This comes as Costco beats quarterly earnings estimates with an EPS of $4.34 and revenue of $67.31 billion, while institutional investors collectively hold 68.48% of the stock. Analysts have given Costco a "Moderate Buy" rating with a consensus target price of $1,008.07, despite recent insider share sales and mixed news regarding partnerships and operational challenges.
Alberta Investment Management Corp Sells 3,100 Shares of Costco Wholesale Corporation $COST
Alberta Investment Management Corp significantly reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 58.5%, selling 3,100 shares and retaining 2,200 shares valued at approximately $2.04 million. This move coincides with recent insider selling by two executive VPs, totaling 6,915 shares sold for $6.32 million over the last 90 days. Despite institutional ownership being high at 68.48% and an average "Moderate Buy" analyst rating, the stock trades near $988 with a P/E of ~52.9 and a 0.5% dividend yield, raising questions about valuation after multi-year gains.
Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
This article analyzes Target (TGT) and Costco (COST) to determine which discount retail stock offers better upside potential for investors. It details Target's strategic transformation, digital capabilities, and attractive valuation, contrasting it with Costco's strong membership model but high valuation. The analysis concludes that Target is the stronger investment candidate due to its growth initiatives and current valuation, earning it a Zacks Rank #2 (Buy) compared to Costco's Zacks Rank #3 (Hold).
Back Near $1,000, Is Costco Stock a Buy Now?
Costco's stock has risen about 15% this year, trading near $1,000, outperforming the S&P 500. While the company demonstrates consistent strong execution with solid sales trends, including significant digital growth, its current valuation at 53 times earnings is problematic. The article suggests that this valuation leaves no room for error, and a more attractive entry point for investors might be around $830 per share.
Costco stock price slides below $990 as Walmart outlook sharpens focus on U.S. consumer
Costco Wholesale Corp shares fell 0.9% to $987.22 after Walmart's CEO, John Furner, expressed caution regarding consumer spending, particularly among lower-income families. This sentiment from Walmart, despite its solid sales and $30 billion stock buyback, has intensified investor scrutiny on the retail sector amidst mixed economic signals. Costco's upcoming fiscal Q2 results on March 5 will be closely watched for further indications of consumer behavior and potential impacts on its stock.
Smucker, other food companies can’t get enough of the word ‘simply’
Food companies like J.M. Smucker, Kraft Heinz, Coca-Cola, and PepsiCo are increasingly using the word "Simply" in new product lines, signaling a shift towards fewer, more natural ingredients. This trend is driven by consumer demand for cleaner labels and pressure from regulators regarding processed foods. Companies are also finding that "clean label" products often command higher prices.
Walmart vs. Target: Retail giants duke it out with new CEOs and 11 changes hitting all stores
Walmart and Target are entering 2026 with new CEOs, John Furner and Michael Fiddelke, respectively, who are implementing significant changes. Walmart, currently in a strong financial position, plans expansions in digital shelf labels, Scan and Go, AI tools, and store openings. Target, facing recent controversies and a stock decline, aims to revitalize its brand through in-house branding, website redesigns, expanded product selection, and numerous new store openings, signaling a pivot back to its core strengths.
Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
This article compares Target (TGT) and Costco (COST) as investment opportunities in the discount retail sector. It highlights Target's strategic transformation, digital capabilities, and attractive valuation, positioning it as a strong buy. Costco, despite its resilient membership model and loyal customer base, is deemed less attractive due to its high valuation.
Is Costco (COST) Stock Going to $1,200?
Costco's stock has seen significant growth in recent years, driven by robust sales, membership increases, and new store openings. Despite this, its valuation is currently high, and recent dips in global renewal rates, particularly among digitally signed members, raise concerns about its near-term stock performance. While analysts project continued revenue and EPS growth, the article suggests that Costco's stock might trade sideways or decline slightly before eventually reaching the $1,200 mark, likely not by the end of fiscal 2028.
Is Costco (COST) Stock Going to $1,200?
Costco's stock has seen significant growth over the past five years, but its future trajectory towards $1,200 is uncertain due to declining renewal rates and a high valuation. While its core business is robust with increasing warehouses and cardholders, a dip in global renewal rates, particularly among digitally signed members, and a premium valuation of 49 times this year's earnings could limit its short-term upside. Analysts project steady revenue and EPS growth, but the stock might trade sideways or decline slightly before reaching higher targets, making it potentially not the best immediate buy according to some analysts.
Walmart Inc. Beats Q4 Expectations; Issues Weak EPS Guidance for Year Ahead
Walmart Inc. exceeded fourth-quarter expectations, reporting strong revenue growth and adjusted operating income, with global e-commerce up 24 percent. However, the company issued weak EPS guidance for fiscal year 2027, projecting adjusted EPS between $2.75 and $2.85 per share for the year ahead. The company also announced an increase in its annual dividend to 99 cents per share.
Here's What Analysts Are Saying About Costco Wholesale Corporation (COST)
Bernstein and Evercore ISI have reaffirmed positive ratings for Costco Wholesale Corporation (COST). Bernstein maintained an Outperform rating and a $1,155 price target, while Evercore ICI reiterated an Outperform rating and raised its price target to $1,050. The article highlights Costco's position as a natural and organic food stock and mentions the broader economic factors influencing the retail sector.
Costco withdraws application for highly anticipated Asheville location
Costco has withdrawn its application for a new store location in Asheville, North Carolina, after decades of searching for a suitable site. The withdrawal was attributed to increased project scope, timeline, and anticipated costs due to additional requirements from reviewing agencies. Asheville Mayor Esther Manheimer expressed disappointment, calling the decision a "tragedy" for the city.
Harold Davidson & Associates Inc. Raises Holdings in Costco Wholesale Corporation $COST
Harold Davidson & Associates Inc. significantly increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 41.2% in the third quarter, making it their 9th largest holding. This comes as Costco reported strong quarterly earnings, beating analyst estimates, and declared a $1.30 quarterly dividend. Despite this positive institutional sentiment and operational performance, the article also highlights recent insider selling and mixed analyst ratings, with an average "Moderate Buy" consensus.
USANA Health Sciences, Inc. (NYSE:USNA) Q4 2025 Earnings Call Transcript
USANA Health Sciences (NYSE:USNA) held its Q4 and fiscal year 2025 earnings call, with CEO Kevin Guest returning to lead the company's next phase of growth. The company is focusing on strategic pillars like scientific excellence, operational discipline, and an aligned global sales force, aiming for a 4% net sales growth at midpoint for fiscal 2026. Key initiatives include expanding omnichannel reach, advancing product innovation, accelerating technology modernization, and driving growth in its venture companies, Rise Wellness and Hiya.
7 Best New Dollar Tree Kitchen Finds Hitting Shelves This Week
Dollar Tree is a popular destination for affordable kitchen items, offering significant deals compared to other retailers. This article highlights seven new kitchen finds available this week, including wooden spatulas, a Snacklebox dupe, organization bins, Disney-themed gear, coffee bean containers, viral stools that double as tables, and DIY candle holder components.
5 Revealing Analyst Questions From Instacart's Q4 Earnings Call
Instacart (CART) exceeded Q4 revenue and profit expectations, driven by strong user growth and engagement across its consumer and enterprise segments. Management highlighted international expansion, advertising solutions, and grocery-specific technology as key contributors to success. Analyst questions focused on enterprise adoption, competitive impact, advertising strength, international growth, and Instacart+ membership.
Guggenheim Lifts PT on Target Corporation (TGT) to $125 From $110 - Here's Why
Guggenheim raised its price target on Target Corporation (TGT) to $125 from $110, maintaining a Buy rating based on an above-consensus 2026 EPS forecast and anticipated Q1 same-store sales inflection. This update follows recent executive leadership changes at Target aimed at accelerating growth, and comes amidst varying analyst opinions from Bernstein (Sell, $80 PT) and Citi (Neutral, $110 PT). The article suggests that while TGT has potential, some AI stocks may offer greater upside.
Costco recalls Synergy gift cards after program abruptly ends
Costco has issued a recall for Synergy Restaurant Gift Cards purchased between October 27, 2025, and January 31, 2026, after Synergy World Inc. abruptly discontinued its program due to filing for Chapter 7 bankruptcy. While retailers typically don't offer gift card refunds, Costco is allowing members to return unused cards for a refund, though it's not clear if the full original value will be refunded. The Synergy program, which connected consumers with local restaurants for savings, ran for 19 years.
Costco sued over rotisserie chicken food safety
A Missouri woman has filed a class-action lawsuit against Costco, alleging that its rotisserie chickens produced by Lincoln Premium Poultry have elevated Salmonella contamination rates. The lawsuit claims that Costco's vertically integrated poultry operation has repeatedly failed federal Salmonella performance standards since 2019, with the Lincoln Premium Poultry plant classified as Category 3 for exceeding allowable Salmonella thresholds in about 92% of reporting months. The plaintiff, Lisa Taylor, is seeking damages not to exceed $25,000 for herself and each class member.
Costco Reportedly Cracks Down on Notoriously Lenient Return Policy
Costco is reportedly tightening its famously lenient return policy due to customer abuses, including returns of used Christmas trees and spoiled food items. The warehouse club, known for its "risk-free 100% satisfaction guarantee," is now reportedly requiring additional proof of purchase and checking membership return histories. This shift comes amidst reports of significant financial losses for retailers due to fraudulent returns, as highlighted by a report from Appriss Retail.
LongHorn Steakhouse and Olive Garden quietly allow gift card swapping and diners are catching on
Diners can use gift cards from LongHorn Steakhouse at other Darden Restaurants chains, including Olive Garden, because the parent company allows swapping among its brands. This policy also applies to gift cards from other Darden establishments like The Capital Grille and Seasons 52. However, gift cards will soon lose their value at Bahama Breeze locations, as Darden Restaurants is closing all of them by April 5th, with many being converted into other Darden brands.
Costco Wholesale Corp. stock underperforms Wednesday when compared to competitors
Costco Wholesale Corp. stock declined by 1.58% on Wednesday, closing at $996.08, while the broader market saw gains with the S&P 500 Index rising 0.56% and the Dow Jones Industrial Average increasing 0.26%. This marks the second consecutive day of losses for Costco's stock, despite a positive trading session for its competitors.
Rep. Gilbert Ray Cisneros, Jr. Acquires Shares of Chubb Limited (NYSE:CB)
Rep. Gilbert Ray Cisneros, Jr. (D-California) recently purchased between $1,001 and $15,000 worth of shares in Chubb Limited (NYSE:CB) on January 9th, as disclosed in a February 13th filing. This insider acquisition comes while Chubb reported strong earnings, beating expectations with $7.52 EPS and 8.9% year-over-year revenue growth. Despite significant insider selling by executives, institutional investors maintain a substantial 83.8% ownership of the company.
Chord Energy (NASDAQ:CHRD) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. sold between $1,001 and $15,000 worth of Chord Energy (NASDAQ:CHRD) shares on January 9th. The stock's current price is $99.43, with a market cap of $5.65 billion, and it holds a "Moderate Buy" consensus rating from analysts with an average price target of $123.92. Institutional ownership is high at 97.76%, with significant recent inflows from firms like Massachusetts Financial Services.
Kroger Turns To Greg Foran To Reset Execution And Digital Grocery Plan
Kroger has appointed Greg Foran, former Walmart U.S. chief, as its new CEO to focus on operational improvements and digital transformation following the failed merger attempt with Albertsons. This leadership change signals a shift towards stronger execution, cost control, and a clearer digital grocery plan to compete with major retailers. Investors will be watching Foran's impact on margins, store productivity, and e-commerce profitability, with the upcoming March 5, 2026 earnings report providing initial insights.
Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Ameris Bancorp (NASDAQ:ABCB)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 of Ameris Bancorp (NASDAQ:ABCB) stock on January 5th. This sale was disclosed in a filing on February 13th, along with several recent purchases of similar amounts in other companies like Costco, AutoZone, Cloudflare, Hermès, Tencent, and Xiaomi. Ameris Bancorp, currently trading at $83.91, has a market capitalization of $5.73 billion, reported Q4 EPS of $1.59, and recently approved a $200 million share buyback plan.
Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 worth of Texas Roadhouse (NASDAQ:TXRH) stock on January 5th, as disclosed in a February 13th filing. Concurrently, he invested similar amounts in shares of several other companies, including Hermès, Tencent, Xiaomi, and Costco. Texas Roadhouse shares a day later rose about 3.3% to $186.90, and the company has an average analyst rating of "Moderate Buy" with a target price of $196.57.
Rep. Gilbert Ray Cisneros, Jr. Sells Horace Mann Educators Corporation (NYSE:HMN) Stock
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 worth of Horace Mann Educators Corporation (NYSE:HMN) stock on January 5th. This sale was part of broader trading activity by Cisneros, who also purchased small stakes in several other companies around the same time. Horace Mann Educators, an insurance provider for educators, reported quarterly earnings that beat estimates but missed revenue expectations, and offers a quarterly dividend.
Dollar General (DG): Buy, Sell, or Hold Post Q3 Earnings?
Despite Dollar General's recent stock rally, the article advises against buying due to falling same-store sales, low gross margins indicating weak structural profitability, and a declining EPS. The company's shares are trading at 22x forward P/E, and the authors believe there are better investment opportunities available despite their impressive recent stock performance.
Costco issues recall for certain gift cards
Costco is recalling certain gift cards after the third-party issuer, Synergy World, filed for Chapter 7 bankruptcy protection, rendering the cards unusable. Customers who purchased Synergy restaurant gift cards between October 27, 2025, and January 26, 2026, are eligible for a refund for the remaining balance. An analyst advises consumers to use gift cards promptly and keep receipts to avoid similar issues.
Rep. Gilbert Ray Cisneros, Jr. Buys RTX Corporation (NYSE:RTX) Stock
Representative Gilbert Ray Cisneros, Jr. recently bought between $1,001 and $15,000 worth of RTX Corporation (NYSE:RTX) stock on January 9th, disclosed in a February 13th filing. This purchase follows RTX's strong earnings beat and positive FY2026 guidance, despite recent insider selling by other executives. Analysts maintain a "Moderate Buy" consensus for RTX, with several firms raising price targets.
Rep. Gilbert Ray Cisneros, Jr. Sells Matador Resources Company (NYSE:MTDR) Stock
Rep. Gilbert Ray Cisneros, Jr. (D-California) recently sold between $15,001 and $50,000 worth of Matador Resources Company (NYSE:MTDR) stock on January 9, 2026, as disclosed in a February 13 filing. Matador Resources is trading at $47.37 with a market cap of $5.89 billion, and Wall Street analysts have a "Moderate Buy" consensus rating with an average target price of $57.82. Institutional investors hold a significant 91.98% stake in the company, with various funds adjusting their positions.
Kenvue (NYSE:KVUE) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold Kenvue (NYSE:KVUE) shares valued between $1,001 and $15,000 on January 9th. This disclosure came amidst Kenvue beating its quarterly earnings estimates and announcing a quarterly dividend. Analyst ratings for Kenvue are predominantly "Hold," with an average price target of $19.46.
Rep. Gilbert Ray Cisneros, Jr. Buys Prudential Financial, Inc. (NYSE:PRU) Shares
Representative Gilbert Ray Cisneros, Jr. recently purchased between $1,001 and $15,000 worth of Prudential Financial, Inc. (NYSE:PRU) stock on January 9th. This disclosure was made on February 13th, with the transaction occurring in his "150 MAIN STREET TRUST > BANK OF AMERICA" account. Prudential Financial also recently increased its quarterly dividend to $1.40 and reported its latest quarterly earnings, which missed analyst EPS estimates but exceeded revenue expectations.
Costco Stock Fell 5% Last Year and Now Facing Lawsuits: Can it Recover in 2026?
Costco (COST) stock analysis reveals that despite strong January sales growth and digitally-enabled sales surge, the company faces significant legal challenges, including two class-action lawsuits over rotisserie chicken and tariff litigation. These risks, combined with competitive pressures, limit the stock's potential annualized return to 6% through August 2028, falling short of a 10% equity hurdle rate. The article concludes with a "Sell" signal due to the legal, regulatory, and competitive risks at the current share price.
Rep. Gilbert Ray Cisneros, Jr. Sells Shares of Agree Realty Corporation (NYSE:ADC)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $15,001 and $50,000 worth of Agree Realty Corporation (NYSE:ADC) stock on January 15, 2026. This divestment comes as the company announced a monthly dividend of $0.262, yielding approximately 4.0% but with a high payout ratio of 177.4%, raising concerns about sustainability. Despite Cisneros's sale, other insiders have been net buyers, acquiring 39,500 shares worth around $2.81 million in the last 90 days.
First Solar (NASDAQ:FSLR) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. (D-California) recently purchased between $1,001 and $15,000 worth of First Solar (NASDAQ:FSLR) shares on January 9th, as disclosed in a February 13th filing. First Solar currently trades at $226.70 with a $24.33 billion market cap, and analysts maintain a "Moderate Buy" rating with a consensus target price of $275.61. Institutional investors own approximately 92% of the company's stock.
Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Biogen Inc. (NASDAQ:BIIB)
Representative Gilbert Ray Cisneros, Jr. recently disclosed a purchase of $1,001–$15,000 in Biogen Inc. (NASDAQ:BIIIB) shares on January 30th. This transaction was part of a series of stock purchases by the Representative across various companies. Biogen recently exceeded earnings expectations, reporting an EPS of $1.99 against an estimated $1.61 and provided optimistic FY2026 guidance.
Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Cathay General Bancorp (NASDAQ:CATY)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently purchased shares of Cathay General Bancorp (NASDAQ:CATY), acquiring between $1,001 and $15,000 worth of stock on January 15, 2026, as disclosed in a February 13 filing. Cathay General Bancorp reported strong quarterly earnings, beating analyst estimates with $1.33 EPS, and increased its quarterly dividend to $0.38 per share, resulting in a 2.8% yield. The stock was up approximately 0.9% to $53.82, with institutional investors holding around 75% of the company.
Rep. Gilbert Ray Cisneros, Jr. Sells Medpace Holdings, Inc. (NASDAQ:MEDP) Shares
Representative Gilbert Ray Cisneros, Jr. recently sold between $15,001 and $50,000 worth of Medpace Holdings, Inc. (NASDAQ:MEDP) stock on January 15th, while also making several smaller purchases in other companies. Medpace exceeded its quarterly earnings expectations with $4.67 EPS and $708.45M in revenue, and set strong FY2026 guidance, yet the stock maintains a "Hold" rating from analysts with an average price target of $487.36. Insider selling has been notable recently, with executives selling substantial amounts, though institutional investors hold a significant majority stake.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article compares Costco (COST) and Home Depot (HD) as top consumer stock investments. It highlights Costco's consistent growth, stable demand, and expanding warehouse model, contrasting it with Home Depot's cyclical demand tied to interest rates and consumer confidence, despite its market leadership in home improvement. The author suggests investors prioritize either Costco's high quality at a steeper valuation or Home Depot's better valuation despite its current struggles.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article evaluates Costco (COST) and Home Depot (HD) as top consumer stocks, highlighting their business models, growth prospects, and valuations. Costco is presented as a high-quality business with stable demand and a strong membership model, but with a high P/E ratio. Home Depot, while facing cyclical demand, is a leader in a large market with long-term growth potential, and trades at a lower valuation.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article compares Costco Wholesale (COST) and Home Depot (HD) as investment opportunities, highlighting Costco's consistent performance, membership model, and growth, versus Home Depot's cyclical demand and leadership in the home improvement market. While Costco exhibits higher quality, its valuation is steep, whereas Home Depot offers a potentially better value despite recent demand softening. The author provides a detailed analysis of each company's strengths and market position.
Rep. Gilbert Ray Cisneros, Jr. Sells Procter & Gamble Company (The) (NYSE:PG) Shares
Rep. Gilbert Ray Cisneros, Jr. disclosed selling between $1,001 and $15,000 worth of Procter & Gamble (NYSE:PG) shares on January 30th, while also purchasing stakes in several other companies like Hermès, Tencent, and Costco around the same time. Procter & Gamble recently reported strong Q4 earnings, beating estimates with $1.88 EPS, and announced a quarterly dividend. Analyst ratings are generally positive for PG, with an average "Moderate Buy" rating.
Pardon the Disruption: The big question facing Kroger’s new CEO
Kroger's new CEO, Greg Foran, is an experienced operations guru tasked with improving the supermarket chain's core business. While he is expected to streamline operations and enhance the store experience, the article questions whether he can address Kroger's underlying identity crisis in a rapidly changing grocery landscape. The challenge lies in distinguishing Kroger from discounters, specialty grocers, and e-commerce giants, and maintaining relevance beyond just offering a large selection of goods, especially as digital shopping grows and traditional supermarket models lose appeal.
Inside P&G’s waterless version of Tide detergent
Procter & Gamble is launching Tide evo, a waterless, plastic-free version of its Tide detergent, nationwide after successful testing in Colorado. This new format, concentrated into dissolvable fiber tiles, is the result of over a decade of development and 50 patents. While more expensive per load than liquid Tide or pods, P&G views it as a significant investment that combines the best features of its existing formats and contributes to its sustainability goals, such as reducing water and plastic consumption, though sustainability is not the primary marketing focus.
Costco Hit with Class Action Over Alleged Salmonella Risks at Facility
Costco Wholesale Corp. is facing a class-action lawsuit in federal court over allegations of misleading consumers about the safety of its rotisserie chicken. The lawsuit claims Costco's Nebraska poultry facility repeatedly failed federal Salmonella standards, receiving the lowest food safety rating in approximately 92% of reporting periods since 2019. Plaintiffs contend that Costco aggressively marketed its rotisserie chicken as safe while allegedly omitting persistent contamination issues at its Lincoln Premium Poultry complex.
Lumentum stock: Insider sale near $600 hits tape as Wall Street heads into Presidents Day break
A Lumentum director and an executive vice president recently sold significant shares, totaling millions, just before the Presidents Day holiday. These sales occurred after the stock hit a high of $603.83, raising questions among investors, especially given the company's strong ties to the AI data-center market. Investors are now watching for market reactions and updates from upcoming investor events.
