Earnings Call Insights: Costco Wholesale Corporation (COST) Q3 2026 Management view Ron Vachris said Costco’s value message is resonating “against the backdrop of ongoing macro uncertainty,” highlighting fuel as the standout: “The result was record-breaking volumes, all 3 4-week fiscal periods of the quarter set successive all-time company volume sales records with the final 5 weeks of the quarter...
Earnings Call Insights: Costco Wholesale Corporation (COST) Q3 2026 Management view Ron Vachris said Costco’s value message is resonating “against the backdrop of ongoing macro uncertainty,” highlighting fuel as the standout: “The result was record-breaking volumes, all 3 4-week fiscal periods of the quarter set successive all-time company volume sales records with the final 5 weeks of the quarter becoming our top 5 volume weeks ever.” CEO Vachris flagged near-term cost uncertainty and mitigation: “We’re closely monitoring the longer-term inflationary impacts of higher oil prices as well as the future impacts of tariffs,” adding, “Our goal is to be the first to lower prices and the last to raise them.” On IEEPA tariffs, CEO Vachris disclosed process timing and member payback intent: “We started submitting our refund claims for the IEEPA tariffs,” and “our plan is to return to our members in some form, the portion of tariffs that were passed on to them,” while noting timing depends on refunds and “developments in the lawsuit filed against the company regarding the return process.” CEO Vachris updated warehouse growth, reiterating a multi-year target: “we target 30-plus net new openings per year in the coming years,” while saying fiscal 2026 is now expected at “26 net new openings… down 2 buildings from the prior call with those 2 buildings now set to open in fiscal year ’27.” On digital operations, CEO Vachris said checkout initiatives are scaling: “The pay station pilot I spoke about last quarter has also been successful, and we are now incorporating this technology into our new warehouse openings and high-volume buildings.” CEO Vachris highlighted same-day delivery expansion and service levels: “Average same-day delivery time in the U.S. is now less than 45 minutes, and the average member satisfaction rating is 4.8 out of 5.” CFO Gary Millerchip reported Q3 profitability and sales: “Net income for the third quarter came in at $2.192 billion or $4.93 per diluted sha...
Asian shares mostly higher on Friday, after news of a temporary 60-day ceasefire agreement between the US and Iran and talks on Iran's nuclear program. This eased energy prices and concerns for oil-importing countries. Investor confidence grew with Dell Technologies’ nearly 40% surge due to a strong sales outlook, boosting major markets in Japan and South Korea, and gains in Australia, China, and ...
Asian shares mostly higher on Friday, after news of a temporary 60-day ceasefire agreement between the US and Iran and talks on Iran's nuclear program. This eased energy prices and concerns for oil-importing countries. Investor confidence grew with Dell Technologies’ nearly 40% surge due to a strong sales outlook, boosting major markets in Japan and South Korea, and gains in Australia, China, and Hong Kong, particularly in tech and manufacturing sectors. Gold prices steadied near $4,500 an ounce. WTI crude futures fell toward $88 per barrel. The benchmark KOSPI jumped 2.22% to around 8,367 , reaching fresh record highs. Japan's ( NKY:IND ) surged 2.67% to above 65,700, while the broader Topix Index climbed 1% to 3,942, and the Japanese yen held firm around 159.3 per dollar after Finance Minister Satsuki Katayama warned that authorities could intervene in the foreign exchange market in the event of excessive volatility or speculative trading activity. Japan’s economy delivered a sweeping batch of better-than-expected data for April , characterized by a sharp acceleration in retail demand, a recovery in industrial output, and a historic drop in the jobless rate. However, there was a concurrent cooling of core inflation in Tokyo back down to a four-year low of 1.3%. Japan’s housing starts increased 11.4% yoy in April 2026, shifting from a 29.3% decline in the previous month and marking the first expansion since last October. Japan's consumer confidence index rose to 33.6 in May 2026 from 32.2 in the previous month. China's ( SHCOMP ) fell 0.27% to 4,111, while the Shenzhen Component was little changed at around 15,865, and the offshore yuan steadied around 6.76 per dollar. On the corporate front, BYD jumped 3.2% after unveiling a series of technological breakthroughs, including China’s first automotive-grade 4-nanometer chip designed for autonomous driving systems. Hong Kong ( HSI ) rose 0.96% to 25,140, recovering losses from the previous session. India ( SENSEX ) ros...
(RTTNews) - The U.S. Surface Transportation Board on Thursday said it has paused the merger review process, including the environmental review, for the proposed Union Pacific Corp. (UNP) and Norfolk Southern Corp. merger while accepting the companies' revised application for consideration. The regulator has ordered the railroads to provide additional information by July 27, 2026. "The Board finds ...
(RTTNews) - The U.S. Surface Transportation Board on Thursday said it has paused the merger review process, including the environmental review, for the proposed Union Pacific Corp. (UNP) and Norfolk Southern Corp. merger while accepting the companies' revised application for consideration. The regulator has ordered the railroads to provide additional information by July 27, 2026. "The Board finds that there are several aspects of the revised application that are unclear or underdeveloped and require supplementation at this stage of the proceeding so that the Board may have the information necessary to thoroughly evaluate—and the public has an adequate opportunity to comment on—whether the transaction is in the public interest," STB said in a release. The Board requested additional information on several issues, including competitive impacts, access for shippers, public benefits, service assurance plans, market share projections, downstream merger effects, passenger rail operations and car supply issues. The Board also denied a request by the applicants to waive restrictions on ex parte communications, saying such a waiver at this stage could complicate the record-building process. In addition, the Board confirmed that an Environmental Impact Statement will be prepared for the proposed merger in accordance with the National Environmental Policy Act. The agency said it plans to hold at least 12 in-person public meetings and several virtual meetings as part of the environmental review process. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Oracle surged 6.7% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Fair Isaac gives you more. Fair Isaac (FICO) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Oracle (ORCL)...
Oracle surged 6.7% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Fair Isaac gives you more. Fair Isaac (FICO) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Oracle (ORCL) stock, suggesting you may be better off investing in FICO FICO’s quarterly revenue growth was 38.7%, vs. ORCL’s 21.7%. In addition, its Last 12 Months revenue growth came in at 22.6%, ahead of ORCL’s 14.9%. FICO leads on profitability over both periods – LTM margin of 50.9% and 3-year average of 46.0%. These differences become even clearer when you look at the financials side by side. The table highlights how ORCL’s fundamentals stack up against those of FICO on growth, margins, momentum, and valuation multiples. Trefis: ORCL Stock Insights Valuation & Performance Overview ORCL FICO Preferred Valuation P/EBIT Ratio 28.3 26.7 FICO Revenue Growth Last Quarter 21.7% 38.7% FICO Last 12 Months 14.9% 22.6% FICO Last 3 Year Average 10.2% 16.7% FICO Operating Margins Last 12 Months 32.3% 50.9% FICO Last 3 Year Average 31.2% 46.0% FICO Momentum Last 3 Year Return 102.8% 63.8% ORCL Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off. See detailed fundamentals on Buy or Sell FICO Stock and Buy or Sell ORCL Stock. Below we compare market return and related metrics across years. Historical Market Performance 2021 2022 2023 2024 2025 2026 Total [1] Avg Best Returns ORCL Return 37% -5% 31% 60% 18% -1% 218% <=== FICO Return -15% 38% 94% 71% -15% -24% 150% S&P 500 Return 27% -19% 24% 23% 16% 10% 100% Monthly Win Rates [3] ORCL Win Rate 58% 33% 58% 58% 50% 60% 53% FICO Win Rate 50% 42% 83% 75% 50% 20% 53% S&P 500 Win Rate 75% 42% 67% 75% 67% 60% 64% <=== Max Drawdowns [4] ORCL Max Drawdown -...
Blue Origin's New Glenn rocket exploded while undergoing a test on a launchpad in Florida on Thursday evening. The explosion is the latest blow to its reputation as a reliable alternative to SpaceX’s Falcon 9. (Source: @JConcilus via Associated Press)
Blue Origin's New Glenn rocket exploded while undergoing a test on a launchpad in Florida on Thursday evening. The explosion is the latest blow to its reputation as a reliable alternative to SpaceX’s Falcon 9. (Source: @JConcilus via Associated Press)
User generated video verified by Associated Press shows the Blue Origin’s New Glenn rocket explode in a massive fireball while undergoing a test on a Florida launchpad Thursday evening. The firm was preparing the vehicle for its fourth launch, which was slated to deploy a batch of satellites for Amazon.com Inc.’s Leo, a rival satellite network to SpaceX’s Starlink. (Source: Bloomberg)
User generated video verified by Associated Press shows the Blue Origin’s New Glenn rocket explode in a massive fireball while undergoing a test on a Florida launchpad Thursday evening. The firm was preparing the vehicle for its fourth launch, which was slated to deploy a batch of satellites for Amazon.com Inc.’s Leo, a rival satellite network to SpaceX’s Starlink. (Source: Bloomberg)