Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

COST Relative to the S&P 500

COST Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Costco Wholesale Corp. (NASD:COST) seasonal charts above shows that a Buy Date of August 25 and a Sell Date of November 23 has resulted in a geometric average return of 5.98% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 19 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 0.87% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Consumer Staples sector, which runs from April 25 to November 23. The seasonal chart for the broad sector is available via the following link: Consumer Staples Sector Seasonal Chart.

The leading warehouse club, Costco has 838 stores worldwide (at the end of fiscal 2022), with most sales derived in the United States (73%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but nearly 20% of paid members carry business memberships. Food and sundries accounted for nearly 39% of fiscal 2022 sales, with non-food merchandise 27%, warehouse ancillary and other businesses (such as fuel and pharmacy) 21%, and fresh food 13%. Costco’s warehouses average around 146,000 square feet; over 75% of its locations offer fuel. About 7% of Costco’s global sales come from e-commerce (excluding same-day grocery and various other services).

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Stocks mentioned in this post: COST