
Shares of the leading warehouse club operator are down 18% from their peak.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Shares of the leading warehouse club operator are down 18% from their peak.

Investors will hear from a number of companies that sell consumer staples.

Sanofi (NASDAQ:SNY) is prioritizing continued growth in Specialty Care while preparing for the loss of exclusivity of Dupixent in the early part of the next decade, according to Manuela Buxo, the company’s executive vice president and head of Specialty Care. Speaking at a Morgan Stanley fireside ch

Costco Wholesale Corporation (NASDAQ:COST) has started to regularly feature on Jim Cramer’s watchful radar lately. The reason is clear as the shares are down by more than 18% since their peak in May. For Cramer, the share price movement is important since not only is Costco Wholesale Corporation (NASDAQ:COST) a part of his charitable trust […]

By Exec-Edge Editorial Staff Sir Lynton Crosby has spent four decades reading public opinion for people who couldn’t afford to get it wrong — prime ministers, presidents, and the boards of some of the world’s largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of […] The post Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism appeared first on ExecEdge.

Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.

Costco is outsourcing same-day delivery to DoorDash, Uber and Instagram and their independent drivers. The post Costco expands ultra-fast delivery through DoorDash, Uber appeared first on FreightWaves.

Costco Wholesale has delivered a powerful long term share price run, yet the recent pullback and fresh headlines on margins and special dividends put a sharper question on the table for you as an investor. Is the current US$893.93 stock price fully explained by the cash Costco can generate over time, once you strip away short term swings in sentiment and sector calls? Over the past 5 years the stock has gained about 108.3%, which puts real weight on whether that climb is in line with what...

Here’s what could happen to Costco stock next.

Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.

The warehouse club operator should wrap up a big year with a special surprise.

Darden stock has held up better than other restaurant stocks as the Olive Garden parent gets ready to report quarterly results.

Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about where this stock's real value lives.

TGT vs. COST: Which Stock Is the Better Value Option?

A massive surge in Treasury bond yields, which lifted 10-year notes to the highest since 2007, paired with a worrying summer rally in global crude prices that has oil trading firmly north of $100 a barrel, leaned heavily on stocks but didn’t tip them over. A Federal Reserve interest-rate hike, coupled with hawkish language and quickening inflation forecasts, also came and went, with stocks posting their strongest gains in six weeks and an index of the Magnificent Seven tech giants coming within half a point of the all-time high it reached in late May. Tech stocks, in fact, have largely weathered a series of “end of days” headlines from the AI space, with an index of semiconductor stocks falling around 3.3% over the past month and those in the information technology edging just 1.2% lower despite the torrent of stories tied to apocalyptic AI risks.

Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the structural engines behind those gains are still running. The question is whether a payments network, a cloud giant, and a membership warehouse can defy the law of large numbers for another ten years.

These companies may perform well in any market environment.

Plus, Costco is expanding its fast-delivery network, and WSJ reporters explain how a ban on diesel exports might take shape.

The wholesaler expanded its partnerships with both e-commerce providers at a time when same-day delivery is resonating with its shoppers.

A major new delivery partnership is making life easier for Costco members.

The move has boosted customer loyalty for Costco, and Walmart is hoping shoppers recognize how much it can benefit them.

Kroger (KR) has cut its 2026 same-store sales outlook and kept its 2026 profit outlook. If you own the stock, the easy comfort is that earnings held. The risk sits inside that comfort. The cost savings holding up profit are the same savings management plans to spend on lower shelf prices, and the stock is down 15% over the past six months.
DoorDash and Uber are giving Costco a much wider digital reach at an important moment for its membership business.

Over the past six months, Costco’s shares (currently trading at $894.40) have posted a disappointing 10.2% loss, well below the S&P 500’s 12.9% gain. This may have investors wondering how to approach the situation.

Costco nearly doubled its motor oil price on a base-oil shortage, and its bulk model is why it moved before rivals did.

Some income investors may feel that Costco's dividend yield isn't high enough to justify the stock's premium price tag.
Costco Wholesale (COST) is expected to demonstrate the strength and durability of its business model

Costco is expanding its fast delivery network as it works to grow sales in new ways. Earlier this week Uber said it would expand its partnership with Costco to deliver products in 47 U.S. states, up from 17 states. On Thursday DoorDash said it would also start delivering Costco products in the U.S. from all U.S. locations.

The warehouse club giant should be inspired to step up its game.
Key Stats for Costco StockPrice change for Costco stock in the last 6 months: -10%$COST Stock Price as of Sep. 16: $89452-Week High: $1097$COST Stock Price Target: $1072What Happened?Costco (COST) stock is in focus today after Bank of America kept its Buy rating on the company while trimming its price target to $1,095 from $1,200.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.