Costco Q4 Preview: Stock Hits 8-Month Lows, Will Higher Gas Prices Help Turn Things Around?

Target Uses AI Personalization to Deepen Digital Guest Engagement

Target is increasingly using AI-powered tools to personalize digital shopping experiences, including AI-powered wish lists that boosted creations over 50% and key-page conversion nearly 20%. The retailer is also partnering with OpenAI and Google Gemini for agentic commerce development. Traffic from external AI platforms is growing at 3.5 times the industry pace. Target's stock has outperformed its industry significantly, rising 21.7% in three months versus a 7.3% industry decline.

Shares of consumer staples companies are trading higher as surging oil prices due to military strikes in Saudi Arabia, Yemen and the Strait of Hormuz helped push the U.S. 10-year yield to 5.00%. Investors may be seeking haven in stocks with better cash-generation profiles amid worries over elevated inflation and Fed interest rates.

BJ's Wholesale Club Announces Investment-Grade Financial Policy Targeting Leverage Below 1.0x Net Debt To LTM Adjusted EBITDA; Intends To Transition To Unsecured Capital Structure

'Trump Officials Weigh Rolling Back Beef Import Plan As GOP Midterm Panic Spreads' - Politico Exclusive

https://www.politico.com/news/2026/09/23/trump-beef-imports-midterms-gop-panic-01090261

Costco Q4 Preview: Members Are 'Engaged' Despite Ongoing Macro Uncertainty

Costco is expected to post strong Q4 results, with $94B sales and $6.59 EPS, supported by traffic, membership and fee-income growth.

BTIG Reiterates Buy on Costco Wholesale, Maintains $1125 Price Target

BTIG analyst Robert Drbul reiterates Costco Wholesale (NASDAQ:COST) with a Buy and maintains $1125 price target.