04/29/2025, 04:40 AM UTC
好市多：关于关税问题的解答Costco: Answers To Your Questions About Tariffs
1、好市多以食品等高消耗品为主的收入结构和国际多元化的供应链使其受关税影响有限；2、仓储式商业模式及规模优势赋予其与供应商谈判成本的空间，降低关税冲击；3、短期盈利或受关税成本拖累，但预计将抢占更多市场份额，当前高估值具备合理性。1. Costco's high food consumables revenue mix and diversified supply chains limit its exposure to tariffs; 2. Its warehouse club model and scale enable cost negotiations with suppliers, mitigating tariff impacts; 3. Short-term profitability may dip due to absorbed tariff costs, but market share gains vs. competitors are expected, while valuations remain justified despite premiums.---
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