《A "Window" Into the K-Shaped Economy: Consumer Concerns COST Earnings Show》
Costco的盈利表现超出预期，但需要更多数据才能证明其当前估值相对于市场是合理的。
让我们深入探讨一下我们在Costco股价上看到的这些走势和反应，今天与我们一起的是FBB Capital Partners的投资组合经理Mel Casey，以及LSCEG的消费者研究总监Sharon Mathis。
Let's delve into some of these moves in the reactions we're seeing toward Costco shares, with Mel Casey, portfolio manager at FBB Capital Partners, and Sharon Mathis, director of consumer research at LSCEG, joining us today.
该公司在营收和利润两方面都超出了预期；即便剔除关税退款，表现也好于预期。首先，是的，今天的反应不错，公司跑赢了市场，尽管自年初以来其表现仍显著低于整体市场。
The company exceeded expectations in both revenue and profit; even excluding customs duty refunds, performance was better than anticipated. Firstly, yes, the reaction today was good, with the company outperforming the market, although it is still significantly below the overall market performance since the beginning of the year.