<p>这家零售巨头在 2026 年初证明其会员模式依然强劲。周四，Costco（好市多）宣布其 12 月份的净销售额达到了惊人的 299 亿美元，比去年同期增长了 8.5%。这一消息成为了股价的催化剂，尽管由于增长放缓的担忧，股价一直承压。</p>
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<p>尽管公司在 2025 年经历了艰难的一年，股价实际上下跌了 5%，但这一新数据表明购物者正大量回归。全球范围内，同店销售额增长了 7%，这表明这家仓储连锁店成功地从竞争对手那里抢占了市场份额。</p>
<h2><strong>好市多的数字增长推动零售复苏</strong></h2>
<p>这一胜利的主要部分来自于公司的官方网站和移动应用。即使人们回归实体店，好市多的在线销售在 12 月份激增了近 19%。这一转变非常重要，因为它表明即使是高收入的购物者也在寻找大宗商品和家电的价值。</p>
<p>此外，分析师注意到这种消费的 “重新加速” 正是公司需要的，以将股价推回历史高位。通过达到这些目标，好市多正在让那些担心公司估值过高的批评者闭嘴。</p>
<h2><strong>好市多的管理层仍面临障碍</strong></h2>
<p>尽管庆祝，但公司在未来一年仍面临障碍。在 2025 年，股价在一旁观望，而标准普尔 500 指数则上涨了两位数。投资者对新贸易关税和会员续费人数略有下降等问题感到紧张。然而，12 月份的报告被视为一个转折点，可能会缓解这些担忧。专家认为，如果好市多能够在春季保持这种势头，可能会为股东带来特别的现金分红。这一潜在的现金奖励使许多投资者在近期波动中仍然坚定持有该股。</p>
<h2><strong>购物者无视经济寒潮</strong></h2>
<p>报告中最令人印象深刻的部分是增长发生在每一个地区。美国的销售表现强劲，但国际市场的增长更为显著，一些地区的增长超过了 10%。这证明了好市多品牌具有全球影响力，能够抵御动荡的经济。随着越来越多的家庭感受到高物价的压力，他们开始转向大宗购买，以节省肉类和杂货等必需品的开支。无论市场是继续波动还是开始平稳，这家仓储巨头似乎找到了保持收银机持续响铃的正确公式，直到 2026 年。</p>
<h2><strong>好市多股票仍然值得购买吗？</strong></h2>
<p>转向华尔街，COST 股票在过去三个月内的共识评级为适度买入，基于 17 个买入、5 个持有和 1 个卖出。好市多的平均目标价为 1,046.69 美元，意味着有 19.3% 的上涨潜力。</p>

开市客

<p>开市客报告称，12 月份净销售额增长了 8.5%，达到了 299 亿美元，标志着其会员模式的复苏。尽管 2025 年面临挑战，同店销售增长了 7%，在线销售激增近 19%。分析师认为这一增长可能是一个转折点，可能会为股东带来特别股息。然而，关于会员续费和贸易关税的担忧仍然存在。开市客的股票共识评级为适度买入，目标价为 1,046.69 美元，显示出 19.3% 的上涨潜力</p>

<p>The retail giant is kicking off 2026 by proving its membership model is still a powerhouse. On Thursday, Costco (COST) announced that its net sales for December hit a staggering $29.9 billion, an 8.5% jump from the same time last year. This news acted as a catalyst for the stock, which has been under pressure due to concerns about slowing growth.</p>
<div class="lb-trans"><p>这家零售巨头在 2026 年初证明其会员模式依然强劲。周四，Costco（好市多）宣布其 12 月份的净销售额达到了惊人的 299 亿美元，比去年同期增长了 8.5%。这一消息成为了股价的催化剂，尽管由于增长放缓的担忧，股价一直承压。</p>
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<div class="lb-trans"><h3>享受 TipRanks 高级版 70% 折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，最大化您的投资组合潜力</li>
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</div><p>While the company faced a rocky 2025 where its shares actually fell by 5%, this new data shows that shoppers are returning in droves. Across the globe, same-store sales rose by 7%, signaling that the warehouse chain is successfully stealing market share from its competitors.</p>
<div class="lb-trans"><p>尽管公司在 2025 年经历了艰难的一年，股价实际上下跌了 5%，但这一新数据表明购物者正大量回归。全球范围内，同店销售额增长了 7%，这表明这家仓储连锁店成功地从竞争对手那里抢占了市场份额。</p>
</div><h2><strong>Costco's Digital Growth Fuels a Retail Recovery</strong></h2>
<div class="lb-trans"><h2><strong>好市多的数字增长推动零售复苏</strong></h2>
</div><p>A major part of this victory came from the company's website and mobile app. Even as people returned to physical stores, Costco's online sales skyrocketed by nearly 19% in December. This shift is important because it shows that even high-income shoppers are looking for value on big-ticket gift items and appliances.</p>
<div class="lb-trans"><p>这一胜利的主要部分来自于公司的官方网站和移动应用。即使人们回归实体店，好市多的在线销售在 12 月份激增了近 19%。这一转变非常重要，因为它表明即使是高收入的购物者也在寻找大宗商品和家电的价值。</p>
</div><p>Furthermore, analysts are noticing that this &#34;reacceleration&#34; in spending is exactly what the company needs to move its stock price back toward record highs. By hitting these targets, Costco is silencing critics who worried that the company's valuation had become too expensive for its actual performance.</p>
<div class="lb-trans"><p>此外，分析师注意到这种消费的 “重新加速” 正是公司需要的，以将股价推回历史高位。通过达到这些目标，好市多正在让那些担心公司估值过高的批评者闭嘴。</p>
</div><h2><strong>Costco's Management Still Has Hurdles to Clear</strong></h2>
<div class="lb-trans"><h2><strong>好市多的管理层仍面临障碍</strong></h2>
</div><p>Despite the celebration, the company still has hurdles to clear in the coming year. Throughout 2025, the stock sat on the sidelines while the S&amp;P 500 climbed by double digits. Investors have been nervous about things like new trade tariffs and a slight dip in how many people were renewing their memberships. However, the December report is being viewed as a turning point that could ease those fears. Experts believe that if Costco can keep this momentum through the spring, it could lead to a special dividend payout for shareholders. This potential cash reward is keeping many investors anchored to the stock despite the recent volatility.</p>
<div class="lb-trans"><p>尽管庆祝，但公司在未来一年仍面临障碍。在 2025 年，股价在一旁观望，而标准普尔 500 指数则上涨了两位数。投资者对新贸易关税和会员续费人数略有下降等问题感到紧张。然而，12 月份的报告被视为一个转折点，可能会缓解这些担忧。专家认为，如果好市多能够在春季保持这种势头，可能会为股东带来特别的现金分红。这一潜在的现金奖励使许多投资者在近期波动中仍然坚定持有该股。</p>
</div><h2><strong>Shoppers Ignore the Economic Chill</strong></h2>
<div class="lb-trans"><h2><strong>购物者无视经济寒潮</strong></h2>
</div><p>The most impressive part of the report is that the growth happened across every single region. U.S. sales were strong, but international locations saw even bigger gains, with some areas jumping by more than 10%. This proves that the Costco brand has a global reach that can withstand a shaky economy. As more households feel the pinch of high prices, they are turning to bulk buying to save money on essentials like meat and groceries. Whether the market stays bumpy or starts to smooth out, the warehouse giant seems to have found the right formula to keep its registers ringing well into 2026.</p>
<div class="lb-trans"><p>报告中最令人印象深刻的部分是增长发生在每一个地区。美国的销售表现强劲，但国际市场的增长更为显著，一些地区的增长超过了 10%。这证明了好市多品牌具有全球影响力，能够抵御动荡的经济。随着越来越多的家庭感受到高物价的压力，他们开始转向大宗购买，以节省肉类和杂货等必需品的开支。无论市场是继续波动还是开始平稳，这家仓储巨头似乎找到了保持收银机持续响铃的正确公式，直到 2026 年。</p>
</div><h2><strong>Is Costco Stock Still a Buy?</strong></h2>
<div class="lb-trans"><h2><strong>好市多股票仍然值得购买吗？</strong></h2>
</div><p>Turning to Wall Street, COST stock has a Moderate Buy consensus rating based on 17 Buys, five Holds, and one Sell assigned in the last three months. The average Costco price target sits at $1,046.69, implying a 19.3% upside potential.</p>
<div class="lb-trans"><p>转向华尔街，COST 股票在过去三个月内的共识评级为适度买入，基于 17 个买入、5 个持有和 1 个卖出。好市多的平均目标价为 1,046.69 美元，意味着有 19.3% 的上涨潜力。</p>
</div>

Costco Stock Forecast 2026: Investors Hunt for a 2026 Special Dividend as Costco Amasses a $30B Net Sales in December

- Costco 2026 年 12 月净销售额达 299 亿美元，同比增长 8.5%。  
- 同店销售增长 7%，显示市场份额提升，线上销售增长 19%。  
- 分析师认为若保持 momentum，可能会导致特别分红。

开市客 2026 年股票预测：随着开市客在 12 月实现 300 亿美元的净销售额，投资者期待 2026 年的特别股息