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迎來“意料之中的升價”!好市多股價年內已飆34%
格隆匯 07-11 17:10

今日美股盤前,好市多(Costco)的股價大升近3%,報909.4美元/股。

今年以來,好市多已經累計大升超34%,升幅遠超標普500指數。

最新,好市多宣佈,將基本會員費從60美元/年提高至65美元/年,為2017年以來首次上調。

6月,好市多的淨銷售額為244.8億美元,同比增長7.4%,並宣佈每股1.16美元的季度現金股息。

意料之中的升價

週三,好市多表示,將美國和加拿大的會員費上升8%,9月1日生效。同時,好市多的高級會員費也將從120美元上升至130美元。

此舉將影響約5200萬會員,其中一半以上是高級會員

這是好市多自2017年6月以來首次提高會員費。通常而言,好市多每五年左右會上調一次會員費,本來應該在2022年底或2023年初上調。

此前在接受採訪時,好市多 CEO Craig Jelinek曾表示,現在不是合適的時機,因為消費者正在應對高通脹。

好市多的其他高管們也表示,升價只是時間問題,公司的續約率、新註冊用户和客户忠誠度都很高。

在此前的財報電話會議上,他們承認此輪升價比平時花了更長的時間。

因此,分析師最近幾個季度一直在關注升價的時機。彭博分析師Jennifer Bartashus認為,此次升價是預料之中的。

她認為,由於消費者對通脹和經濟前景的擔憂有所緩解,好市多推遲了升價,預計升價後續約率將保持穩定。

加大打擊共享會員的力度

好市多依靠會員費來推動其大部分收入,並保持商品價格低廉。與競爭對手相比,好市多的會員費還是更高一些。

2022年,沃爾瑪旗下的山姆會員店九年以來首次提高了會員費。提高後,普通會員費為50美元/年,更高級別會員費為110美元/年。

在美國的另一家倉儲式超市BJ’s Wholesale,普通會員和更高級別的會員每年需要花費55美元、110美元。 

此外,好市多表示,它去年加強了執法力度,以確保購物者不使用其他會員的卡。

這些舉措讓人想起流媒體巨頭網飛,該公司也曾嚴厲打擊那些不付費而使用其服務的用户。

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