Dafinchi AI

COST

Consumer

Costco opened 10 new warehouses in Q4 2025, including relocations in Canada, Korea, and Sweden, bringing total to 914 worldwide.
The company plans to open 35 additional warehouses in fiscal year 2026, with five relocations, indicating a strong focus on expansion.
Management sees significant opportunities for growth both domestically and internationally, with some projects taking up to three years to complete.
International markets are a key focus, with ongoing efforts to broaden geographic footprint and accelerate growth in new markets.
The company is investing in real estate and infrastructure to support this expansion, including manufacturing facilities for hot dogs and coffee.
International growth is expected to contribute meaningfully to future unit growth, with a flexible approach to opening new warehouses.

COST

Consumer

14% increase in net income and EPS excluding last year's $63 million tax benefit

Net income for Q4 grew 14% excluding a non-recurring tax benefit from last year, showing strong underlying profitability.

Consumer

Kroger is heavily using its existing stores to fulfill e-commerce orders, with delivery now surpassing store pickup in sales.
The company is evaluating its automated fulfillment centers to optimize high-density area performance.
Most e-commerce orders are fulfilled directly from stores, with minimal need for reworking store layouts.
Delivery times are being reduced to under two hours, aligning with customer demand for speed.
The strategic review on e-commerce fulfillment is nearly complete, with an update expected in the third quarter.
Kroger aims to leverage its store footprint to expand rapid delivery without significant capital investment.

GIS

Consumer

Management emphasized their laser focus on returning to profitable organic growth despite global market uncertainties.
The company is executing well on divestitures like Yoplait and acquisitions such as Whitebridge, which are part of their strategic realignment.
Leadership highlighted their confidence in their approach, citing positive early signs and category share gains.
The strategy includes significant investments in innovation, new product launches, and renovation across top categories to drive long-term growth.
Cost savings initiatives like industry-leading HMM are supporting transformational benefits, enhancing competitiveness.

CHWY

Consumer

Chewy launched 'Get Real', a new private brand of healthy, fresh dog food, in August 2025, with customer reception already strong after a few weeks.
The product line includes three recipes with minimal ingredients, targeting the premium segment driven by humanization and health trends.
Capacity has been built through 2028 to support growth in the fresh frozen segment, supporting the company's long-term margin and EBITDA goals.
Get Real is exclusively an Autoship subscription, which supports high gross profit per unit at scale and operational leverage.
Management expects to scale this product to a national footprint by the end of 2025, with delivery within 1-day transit for most customers.
The company plans to introduce additional Chewy-branded innovations later in 2025, emphasizing its focus on private label growth.

AVO

Consumer

Mission's global sourcing strategy was on full display this quarter, with optimized sourcing mix across Peru, Mexico, and other countries.
The company leveraged improved Peruvian production and Mexican supply to support year-round avocado sourcing and category growth.
European sales increased by 37% in Q3, driven by enhanced customer penetration and facility utilization in the UK.
Investments in international markets, including Europe and Asia, are aimed at supporting demand and expanding market share.
The company’s focus on strategic sourcing and international diversification creates greater financial consistency and resilience.
Future plans include expanding in Europe through potential inorganic growth and strengthening Asian partnerships.

Earnings Feed