Costco Wholesale Corporation
COSTcustomerCostco operates over 870 membership warehouses worldwide, offering bulk merchandise at razor-thin margins with a high-loyalty membership model. Its Kirkland Signature private label is one of the largest consumer brands globally, and its membership renewal rate exceeds 92%.
Sản phẩm & Doanh thu
Tỷ trọng doanh thu sản phẩm
Cơ cấu doanh thu ($254.0B)
Dữ liệu tĩnh (đang tải tài chính trực tiếp…)
Cấu trúc phân khúc và khách hàng chính
Chi tiết sản phẩm
Bulk grocery, electronics, apparel, and home goods sold through membership warehouses
Private-label brand spanning food, beverages, household goods, and apparel
Annual Gold Star and Executive membership revenue
Quan hệ chuỗi cung ứng
Đối thủ cạnh tranh
Bối cảnh vĩ mô và thị trường
인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
P&G 유기적 매출 성장
코스트코 회원 갱신율
사모라벨 침투율
Xúc tác sắp tới
Tín hiệu tổ chức
| Tổ chức | Hành động | Giá trị | Quý | Ngày nộp hồ sơ |
|---|---|---|---|---|
| BlackRock | accumulating | $817M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $335M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $394M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $32M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $56M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $590M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $352M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $10.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $8.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $703M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $775M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $411M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $849M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $122M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $115M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $171M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $507K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $629M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $510K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $85K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $680K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $595K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $85K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | reducing | $9K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $832M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $180M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $5M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $33.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $622M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $15.6B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $110M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $770M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $8M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $260M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $15M | 2025.12 | 2026-02-17↑ |
Tin tức mới nhất
Phân tích AI
Nhấp "Lấy phân tích AI" để nhận phân tích chuỗi cung ứng của Costco Wholesale Corporation.
Thông tin công ty
Tổng quan ngành — 필수소비재
Tin tức ngành인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
P&G 유기적 매출 성장
코스트코 회원 갱신율
사모라벨 침투율
Chủ đề chính
- •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
- •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
- •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대
Xúc tác sắp tới
- ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
- ◆미국 3월 PCE 물가 발표