⁠Wall St Engine
$COST | Costco Q3 Earnings Highlights

🔹 EPS: $4.28 (Est. $4.25) 🟢
🔹 Revenue: $61.96B (Est. $63.13B) 🔴
🔹 Total Co.: +5.7% (Est. +5.58%) 🟢 | ex-gas & FX: +8.0% (Est. +6.99%) 🟢
🔹 Net Income: $1.90B (vs. $1.68B YoY)
🔹 Gross Margin: 11.3% (flat YoY)
🔹 Membership Fee Revenue: $1.24B (vs. $1.12B YoY)
🔹 Total Revenue (incl. Membership): $63.21B (+8.0% YoY)

Comparable Sales (YoY):
🔹 U.S.: +6.6% | ex-gas & FX: +7.9%
🔹 Canada: +2.9% | ex-gas & FX: +7.8%
🔹 Other Int'l: +3.2% | ex-gas & FX: +8.5%
🔹 E-commerce: +14.8% | ex-gas & FX: +15.7%

Operations:
🔹 Warehouse count: 905 globally
🔹 U.S. & Puerto Rico: 624 | Canada: 109 | China: 7
🔹 E-commerce operating in 8 countries including U.S., Canada, UK, and Japan
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⁠App Economy Insights
$COST Costco Q3 FY25.

• Revenue +9% Y/Y to $63.2B ($0.1B beat).
• EPS $4.28 ($0.05 beat).
• 905 warehouses (+27 Y/Y, +8 Q/Q).

Comparable sales Y/Y (adjusted):
• US +7.9%.
• Company +8.0%.
• E-commerce +15.7%. https://t.co/uAv1HG4xAa
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NVIDIA $NVDA AND DELL TECHNOLOGIES $DELL TO SUPPLY NEW 'DOUDNA' SUPERCOMPUTER TO US DEPARTMENT OF ENERGY
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The DOJ is asking a Texas judge to dismiss the criminal fraud case against Boeing $BA tied to the 737 MAX crashes. The move would let Boeing avoid prosecution in exchange for over $1.1B in fines and reforms. Families of crash victims are opposing the deal. Trial was set for June 23.
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$DELL COO: WE DID NOT MAKE ANY PRICE MOVES IN THE QUARTER
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SpaceX’s Plans for Mars Over the Next 8 Years https://t.co/3APCXktzqP
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SpaceX’s city on Mars could be called “TERMIUNS” https://t.co/IlhBRzJp1z
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⁠App Economy Insights
Zillow co-founder Spencer Rascoff’s new startup, Pacaso (they’re sponsoring us), is disrupting the $1.3T vacation home market.

Backed by Softbank
$110M+ in gross profits
Nasdaq ticker $PCSO reserved

Invest for just $2.80/share by midnight PT.👇https://t.co/83auTLIETd
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⁠Capital Employed
49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/R8JChwVNsJ https://t.co/4tSCje8oq1
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