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Dolphin ResearchDec 12, 2025 at 05:31 AM
US Gov. Shutdown Casualty? COST's Last Dip?
The global discount retail leader — $Costco Wholesale(COST.US) — reported FY2026 Q1 results for the quarter ended Nov 23 after the U.S. close on Dec 11.
Overall performance was steady, with revenue and OP growth improving and slightly beating estimates.
However, key operating metrics — comps/traffic growth and member additions/renewal rates — remained soft.
Specifically:
1) Same-store growth looks better, but traffic is still weakening.
Overall comps rose 6.4% this quarter, an acceleration of 70bps vs. last quarter...
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CostcoFinancial Analysis
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Dolphin ResearchNov 5, 2025 at 09:30 AM
Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce
The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to "Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?" 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...
shopifyConference Minutes