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May 30, 2025
財經

好市多上季業績優預期 關稅致高成本或提高價格

好市多 Costco 第三季業績優於市場預期,但公司領導層表示,關稅帶來了更高的成本和挑戰,迫使好市多調整供應鏈,並需在部份情況下提高價格。

財報顯示,好市多第三季營收升至 632.1 億美元,高於預期的 631.9 億美元;淨利達 19 億美元,調整後每股獲利 4.28 美元,略高於預期的 4.24 美元。上季整體和國內同店銷售額年增 8%,而電子商務銷售額年增近16%。

好市多未有提供年度業績展望,但公司領導層稱,關稅提高成本並帶來挑戰,指公司有約三分之一的國內總銷售額是來自其他國家的商品,計劃根據情況吸收關稅相關的成本差異、或提高價格。

公司目前已調整供應鏈,將從關稅較高國家進口的商品轉運至國外市場,並在其自有品牌 Kirkland Signature 的銷售國家或地區採購更多商品。

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