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    1. Competitors May be Gaining on American Express

      Commentary

      Thu, 22 Jan 2015

      international operations actually provided a headwind as billed business in Latin America and Canada declined as a relationship with Costco ended, and foreign currency movements reduced reported revenue growth. At the same time, expenses rose as the company invested

    2. Costco ’s 1Q Results Suggest That Wide Moat Remains Intact; Maintaining Our Long-Term View

      Commentary

      Wed, 10 Dec 2014

      After reviewing Costco ’s first-quarter results, we believe ..... shares leave less room for upside. Costco ’s global unit growth increased about ..... peers are generating minimal growth. Costco ’s average basket size was roughly flat and

    3. Raising Sonova's Fair Value Estimate on Strong Performance in First Half

      Commentary

      Tue, 25 Nov 2014

      as the company's partnership with Costco , as expected, had a two-pronged effect. Sales associated with Costco were robust, but the rest of the independent ..... pricing ramifications; Sonova entered Costco with its higher-tier product, and

    4. Duelling Supermarkets Take Some Shine Off Charter Hall Retail

      Commentary

      Mon, 24 Nov 2014

      Supermarket sales are also likely to be impacted by a continuation of the high growth rates for newer entrants (Aldi and Costco ), who appear to have compelling business models. We capture the expected decline in turnover rent in our forecasts, with

    5. Sonova's Costco Strategy Pressures William Demant's 3Q, Threatens to Disrupt Rational Oligopoly

      Commentary

      Fri, 14 Nov 2014

      which showed noteworthy deterioration in its U.S. business due to Sonova's recent decision to sell its premium brand at Costco . We've been speculating that this strategic move could be disruptive for the stable U.S. marketplace, and William Demant

    6. This Wide-Moat Retailer's Strengths Persist Despite Headwinds

      Headlines

      Fri, 14 Nov 2014

      against strong rivals such as Amazon and Costco , and the firm could still drive operating ..... pressure given strong competition from Costco and Amazon. We still believe that Sam ..... limited, and competition could intensify as Costco continues to grow over time, but we think

    7. Wal-Mart’s Comp Sales Trending in the Right Direction; This Wide-Moat Retailer Still Has Fight

      Commentary

      Thu, 13 Nov 2014

      term prospects. We still believe that Wal-Mart has enough fight in it to compete against strong rivals such as Amazon and Costco , and the firm could still drive operating margins higher if comp growth accelerates. That said, we believe shares would be

    8. Alibaba’s Results Reinforce Our Wide Moat Rating

      Headlines

      Tue, 4 Nov 2014

      developed markets, but were encouraged by the company's success in attracting large retailers/consumer brands (notably, Costco 's plans to list on the Tmall marketplace). There is no change to our $90 fair value estimate, and we continue to forecast

    9. Alibaba's First Update as Public Company Adds Support to Network Effect Behind Wide Moat Rating

      Commentary

      Tue, 4 Nov 2014

      developed markets, but were encouraged by the company's success in attracting large retailers/consumer brands (notably, Costco 's plans to list on the Tmall marketplace). There is no change to our $90 fair value estimate, and we continue to forecast

    10. Costco Continues to Outperform Its Peers; Our Bullish Outlook for Store Growth, Cash Flows Intact

      Commentary

      Wed, 8 Oct 2014

      Costco 's fourth-quarter results and outlook ..... that these trends can be sustained, as Costco 's member base continues to grow in the ..... rates are edging higher, we think that Costco ’s brand equity will drive more traffic

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