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Category: Costco (COST)

SP 500 Earnings / The US Economy Just Won’t “Break”

March 5, 2023 Brian Gilmartin Leave a comment

IBES data by Refinitiv will start to publish quarterly bottom-up EPS estimates for the year 2024 after April ‘2 ’23. The…

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Posted in: Costco (COST), inflation, Weekly Earnings Update, WMT

CPI Inflation Will Come Down: A Look at Walmart, Amazon, Costco and Home Depot

November 25, 2022 Brian Gilmartin Leave a comment

The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and…

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Posted in: Amazon, Costco (COST), Home Depot (HD), inflation, WMT

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Fundamentalis

  • SP 500 Earnings: SP 500 Down Just 5% YTD / High-Yield Credit Has Widened Some / Good Breadth A Positive
  • Nike Earnings Summary: It’s Going to Be a Slow Turn as Inventory Continues to be Liquidated
  • SP 500 Earnings Update: Hard to Exaggerate the Strength of Q4 ’24 SP 500 Earnings
  • SP 500 Earnings: Long-Term SP 500 Earnings Trends along with Market Returns
  • Nike Earnings Preview: Inventory Liquidation Could Last Through May ’25 Quarter

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