Costco isn’t just an affordable place to shop; it’s also a strong place to invest.
The company’s latest quarterly earnings beat expectations. Here’s how you can start putting your money where you eat.
Peak Performer
Costco has clearly nailed down a winning business model. In an unsurprising Q4 earnings report, the company performed steadily, increasing sales 8% to $84.4 billion—up from $78.2 billion last year.
Costco also outperformed Wall Street expectations on profit, reporting $86.16 billion in revenue, higher than projections of $86.06 billion, according to CNBC.
Net income for the quarter rose to $2.61 billion, or $5.87 per diluted share, compared to $2.35 billion, or $5.29 per diluted share, in the same quarter last year.
Costco has made steady gains despite pressure on the market from tariffs, inflation and shifting policy. The stock is up 2.42%over the past year and has gained 190.95% over the past five years.
An aggressive expansion plan may be playing a part in Costco’s formula for success. CEO Ron Vachris announced during the company’s fourth quarter earnings call that Costco will open 35 new locations this fiscal year, compared to 27 the year prior.
Don’t Get FOMO
If you’re interested in investing in Costco or new to trading, opening the right brokerage account can a world of difference.
For investing newbies, brokers like Charles Schwab offer a beginner-friendly experience with no minimum deposit requirements and commission-free products. Charles Schwab also offers invaluable wealth educational resources to new investors, including market commentary, investing basics, podcasts, videos and in-person events.
| COMPANY | FORBES ADVISOR RATING | ACCOUNT MINIMUM | FEE | FRACTIONAL SHARES | LEARN MORE |
|---|---|---|---|---|---|
   | $0 | $0 (listed stocks, ETFs, options, some mutual funds) | Yes | Read Our Review | |
| | $0 | $0 (U.S. stocks, ETFs, options) | Yes | Read Our Review | |
| | $0 | $0 (stocks, ETFs, options listed on U.S. exchanges) | Yes | Via Webull’s Website | |
| | $0 | $0 (U.S. stocks and ETFs) | Yes | Via InteractiveBrokers’ Secure Website | |
| | $0 | $0 (U.S.-listed stocks, ETFs, mutual funds and options) | No | Read Our Review | |
 | $50 | $0 (stocks, options, ETFs) | Yes | Via eToro’s Website | |
 | $0 | $0 (stocks, ETFs, options) | Yes | Via Robinhood’s Website | |
| | $0 | $0 (stocks, ETFs, options, some mutual funds) | No | ||
| | $0 | $0 (stocks, ETFs, options, some mutual funds) | No | ||
| | $0 | $0 (stocks, ETFs, options, some mutual funds) | No |
Fidelity is another strong option for those looking to support their trading with robo-advisory services that streamline the process, coupled with human advisory services.
When opening a brokerage account, take note of accounts that require minimum deposits or fees to get started. Some accounts, like Webull, may offer a competitive APY on idle cash, which could be useful if you’re an investor who likes to take it slow and steady.
Bottom Line
Costco performed steadily over the past few years. New and interested investors can get started by purchasing stock through an online brokerage.
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