المنشور

#CostcoQ4EarningsWatch Costco’s upcoming results look like a useful check on how resilient consumers really are 🛒 The company already reported Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales rising 9.4%. Those numbers look strong, but I’m more curious about membership renewals and margins. Sales can keep growing while shoppers become more selective, so the details may say more than the headline. Micron’s results follow on September 30, creating a very different test. Its guidance points to roughly $50B in revenue and an 86% gross margin, reflecting intense demand for AI memory. To me, these two reports capture the market’s current split perfectly: one measures household spending, while the other measures the strength of the AI infrastructure boom. It’ll be interesting to see which side looks more durable once the numbers arrive 🧩