Street View: Costco poised to grow despite tariff impact

Retailer Costco Wholesale COST.O might adjust its international supply chain if tariffs from U.S. President Donald Trump cause significant price increases, Chief Executive Officer Ron Vachris stated on Thursday

Co missed Wall Street's quarterly profit estimates due to rising merchandise costs

SHIELDED FROM TARIFFS

J.P. Morgan ("overweight," PT: $1,070) sees co as a standout performer with impressive sales growth, global success, and significant expansion potential

Bernstein ("outperform," PT: $1,177) sees co as a high-quality company with strong consumer traction and long growth runway

Brokerage expects co's low exposure to recently tariffed countries and strong private label presence to help mitigate tariff impacts

Jefferies ("buy," PT: $1,180) sees strong comparable sales growth and low exposure to tariffed countries as key positives

Telsey Advisory Group ("outperform," PT: $1100) expects co to remain profitable due to strong sales and high membership renewals