The article argues that Costco is the kind of company that can do well regardless of the economic environment, even as investors worry about sticky inflation, the Iran war lifting energy prices, tariffs, Fed rate hikes and higher long-term yields. Its paid-membership model keeps customers coming back, with renewal rates around 90%, including 89.8% globally for the fiscal year ended Aug. 30, and paid members rising to 84.1 million. Comparable sales grew 6.7% in the fourth quarter and 6.6% for the year, adjusted to exclude gas prices and foreign currency effects, while fourth-quarter operating income rose 13.8% to $3.8 billion and full-year operating profit increased 12.5%. Costco added 25 warehouses last year, bringing its total to 939.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- If I Could Hold Only 1 Dividend ETF for the Next 30 Years, Here's What I'd Buy
The author says they would pick the Vanguard International High Dividend Yield ETF (VYMI) if they could hold only one dividend ETF for the next 30 years. The fund has a 3.68% trailing 12-month dividend yield and a P/E of 13.3, about 43% cheaper than the S&P 500, and it has significantly outperformed the index over the past year. Vanguard projects international stocks will beat U.S. stocks over the next 30 years, with developed markets forecast at 6.2% to 8.2% annualized returns versus 4.9% to 6.9% for U.S. equities. VYMI holds 1,567 stocks from 45 countries, mostly in developed markets such as Japan (12.2%) and the UK (11%). The author argues AI's gains could spread to steady sectors like banks, pharma and consumer staples, though there is no guarantee VYMI will beat U.S. stocks.
- Marvell Is Up 214% in 2026 While Broadcom Is Only Up 3%: Take Profits on MRVL Stock, or Hold On for the Ride?
Marvell Technology (MRVL) trades at $266.27, up 214% year to date, versus 3% for Broadcom (AVGO) at $356.16, 22% for NVIDIA (NVDA) at $227.18, and 79% for the iShares Semiconductor ETF (SOXX). At its early-October investor day, Marvell raised its custom AI silicon forecast, set a long-range revenue ambition reaching into the tens of billions of dollars, and showed a new high-capacity data center switch. The article explains that Marvell's custom chips serve a small number of very large customers, so a single design win or loss can swing revenue sharply. Supporters argue hyperscale design commitments give multi-year visibility, while skeptics say the rally prices in execution not yet delivered and that customer concentration adds risk. Key things to watch are whether revenue from the raised custom forecast appears in upcoming reports and whether orders for the new switch follow.
- Coca - Cola Yields 2 . 3 % and Nike Yields 4 . 4 %. Here Why Only 1 of These High - Yield Dividend Stocks Is a Buy This October .
Coca-Cola yields 2.3% and Nike yields 4.4%, but the article argues the two stocks carry very different risk. Coca-Cola has raised its dividend for 64 straight years, and its dividend has grown 51% over the past decade, supported by a stable business and a 34.9% operating margin in the second quarter. Nike has raised its dividend for 24 straight years and its payout has risen 128% over 10 years, but its shares trade 79% below their November 2021 peak, sales are expected to decline this fiscal year, and the company is in the middle of a turnaround. The author concludes that Nike suits investors chasing the highest yield, while Coca-Cola is the safer choice.
- Coca - Cola Yields 2 . 3 % and Nike Yields 4 . 4 %. Here Why Only 1 of These High - Yield Dividend Stocks Is a Buy This October .
The article compares Coca-Cola, yielding 2.3%, and Nike, yielding 4.4%, two consumer stocks with long dividend growth streaks: Coca-Cola has raised its dividend for 64 consecutive years and Nike for 24. Nike offers the higher yield, but its shares trade 79% below their November 2021 peak amid a turnaround, expected sales declines this fiscal year, and intense competition. Coca-Cola is described as more stable, supported by its strong brand, steady demand, and a 34.9% operating margin in the second quarter, and the author leans toward it for investors who prioritize safety. The piece stresses that investors should weigh the pros and cons of both before deciding.
- Coca - Cola Yields 2 . 3 % and Nike Yields 4 . 4 %. Here Why Only 1 of These High - Yield Dividend Stocks Is a Buy This October .
The article compares dividend stocks Coca-Cola (KO) and Nike (NKE), which yield 2.3% and 4.4%, respectively. Coca-Cola has raised its dividend for 64 consecutive years and grew it 51% in the past decade, while Nike has increased its payout for 24 straight years and by 128% over the last 10 years. Nike's stock trades 79% below its November 2021 peak as it undergoes a turnaround, with management expecting sales to decline this fiscal year. The author leans toward Coca-Cola for its stability, citing a 34.9% operating margin in the second quarter.
- Coca-Cola Yields 2.3% and Nike Yields 4.4%. Here's Why Only 1 of These High-Yield Dividend Stocks Is a Buy This October.
The article compares Coca-Cola (KO), with a 2.3% dividend yield, and Nike (NKE), with a 4.4% yield. Both have long dividend growth streaks: Coca-Cola has raised its dividend for 64 consecutive years and grown it 51% over the past decade, while Nike has raised it for 24 straight years and its payouts have risen 128% over 10 years. Nike offers the higher yield but its fundamentals are more volatile; its stock trades 79% below its November 2021 peak, sales are under pressure, and the company is in a major turnaround. The author favors Coca-Cola for safety, citing its durable business, stable demand and an operating margin of 34.9% in the second quarter (ended July 3).
Related markets
Latest news
- FinFET Technology - Global Strategic Business Report Just Released: AI and Data Centers Push FinFET Chip Market Toward $97 Billion
According to Research and Markets, the global FinFET technology market was valued at $38.5 billion in 2024 and is projected to reach $97.1 billion by 2030, growing at a compound annual growth rate of 16.7%. Demand for high-performance, energy-efficient chips across consumer electronics, data centers, automotive, AI and IoT is driving growth. The CPU segment is forecast to reach $36.6 billion by 2030, while China is the fastest-growing market, with an 18% CAGR and $20.8 billion by 2030. The report also assesses the impact of tariffs on semiconductor supply chains and profiles companies including TSMC, Samsung, Intel and NVIDIA.
- The sorrow of Europe's “big brother” economy: Bonds keep selling off heavily after a “turbulent weekend”
French 10-year government bond yields rose 0.14 percentage points to 4.93% after a turbulent weekend, while the spread over German bonds returned to 1.47 percentage points. Nationwide protests over rising living costs and student education conditions turned into widespread rioting and looting; the government said at least 3,000 shops and businesses were looted, and the French retail federation estimated damages could reach “several hundred million euros.” More than 2,500 people are under formal investigation, 67 of them detained, and several cities have imposed curfews. President Macron rejected Interior Minister Laurent Nuñez’s resignation offer, even though Nuñez admitted police were deployed too thinly for protests of over 550,000 people, against an expected 200,000. Opposition politicians and the mayors of Paris and Marseille criticized the government for letting police lose control of the situation.
- President Donald Trump Claims, "We Don't Have Inflation, and Tariffs Don't Cause Inflation," but a New Report Strongly Disagrees
Although the stock market has posted strong returns under President Trump, the article argues his inflation-driving policies may be the biggest threat to the AI-driven bull market. A New York Federal Reserve report by three economists finds that by February 2026, tariffs had added 2.9 percentage points to goods price inflation, and each percentage point increase in average tariffs lifted consumer prices by about a quarter of a point after one year. Beyond tariffs, the Iran war and the ongoing closure of the Strait of Hormuz have pushed fuel prices sharply higher, with fuel oil up 74.0% and gasoline up 34.2% over the past year, while overall CPI rose 3.7%. The article warns that persistent inflation could prompt the Fed to raise rates more aggressively, slowing AI infrastructure investment and sending stocks lower.
- Bitcoin ETFs just saw their biggest day in a month thanks entirely to BlackRock
U.S. spot bitcoin ETFs took in $526.6 million on Monday, the largest daily net inflow in nearly a month, driven entirely by BlackRock's iShares Bitcoin Trust (IBIT), which pulled in $665.2 million, its biggest daily inflow since Oct. 7 last year, according to SoSoValue data. Fidelity's FBTC lost $83.6 million and Grayscale's GBTC shed $54.9 million, while the remaining funds recorded no net flows. The inflow more than erased last week's $228.5 million of withdrawals, but funds remain about $90.5 million in net outflows for October, according to CoinDesk calculations. Ether funds moved the opposite way, losing $103.3 million in their fourth consecutive session of outflows, with BlackRock's ETHA accounting for $95.4 million of that.
- A Big4 bank cut deposit rates in the morning, then raised them again in the afternoon
VietinBank cut its deposit rates for terms of 6 months and longer on the morning of Oct. 20, then restored them to pre-adjustment levels by the afternoon. Its afternoon rate board showed 3.5% per year for 6 to under 12 months, 5.9% for 12 to under 24 months and 6% for 24 months and longer, versus 3%, 5.4% and 5.5% in the morning. Rates for terms under 6 months stayed unchanged, including 2.1% for 1 to under 3 months and 2.4% for 3 to under 6 months. The move came as banks followed the State Bank of Vietnam's guidance to cut deposit rates by at least 0.5 percentage points for terms of 6 months and longer, and Vietcombank and Agribank were among those reducing rates.
- IVV vs. SPY: Which S&P 500 ETF Is the Better Buy for Long-Term Investors?
The article compares two ETFs that track the S&P 500, iShares Core S&P 500 ETF (IVV) and State Street SPDR S&P 500 ETF (SPY), which have nearly identical holdings. The main difference is the expense ratio: IVV charges 0.03% a year, one-third of SPY's 0.09%, and its distribution yield is about 1.1% versus 1% for SPY. SPY's high liquidity remains valuable for active traders. The article concludes that IVV is the better choice for long-term investors, since lower costs can compound over time.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.