开市客的“甜蜜负担”
开市客（Costco）作为全美最大的仓储批发卖场，可谓是新冠肺炎疫情期间收益激增的“大赢家”，但要想真正兜住这些利润，其实也并非一件轻巧易事。
根据开市客近期公布的企业收支，该公司在诸如“门店消毒”、“员工补助”等方面的新冠肺炎防控支出高达2.81亿美元，已经接近6月预期的三倍。此数字一经发布，开市客的股价当即在9月25日下挫了3%。
“2.81亿美元的确是要高于当初所预测的1亿美元，而且还高了很多。”开市客的首席财务官理查德•加兰蒂在电话会议上向投资者承认。
不过，开市客的销售额一直增长稳定。截至8月30日，该公司的季度收入共计为533.8亿美元，整体增幅约为12.4%，其中线上板块的销售额増幅达到了90.6%。开市客表示，商场的整体客流量保持稳定，同时顾客的单次消费额有明显提升。
开市客指出，顾客消费额的增加主要来自于大件商品。
“疫情导致消费者无法再随时旅行，随着机票、酒店以及外出用餐的开支减低，消费者们似乎又重新对大件家居商品产生了兴趣，愿意去花钱布置自己的庭院，购买更多家具、床垫、健身器材、自行车、家用器皿、厨房用具等等。”加兰蒂说道。
另一边，开市客的两大竞争对手克罗格及亚马逊近期因为停止向员工继续发放“风险补贴”而正备受诟病。相比之下，加兰蒂表示开市客会继续着力保障商店卫生及员工的个人安全，起码在未来8周内，商场员工可以继续享受2美元/小时的工资补贴。（财富中文网）
编译：陈怡轩
开市客（Costco）作为全美最大的仓储批发卖场，可谓是新冠肺炎疫情期间收益激增的“大赢家”，但要想真正兜住这些利润，其实也并非一件轻巧易事。
根据开市客近期公布的企业收支，该公司在诸如“门店消毒”、“员工补助”等方面的新冠肺炎防控支出高达2.81亿美元，已经接近6月预期的三倍。此数字一经发布，开市客的股价当即在9月25日下挫了3%。
“2.81亿美元的确是要高于当初所预测的1亿美元，而且还高了很多。”开市客的首席财务官理查德•加兰蒂在电话会议上向投资者承认。
不过，开市客的销售额一直增长稳定。截至8月30日，该公司的季度收入共计为533.8亿美元，整体增幅约为12.4%，其中线上板块的销售额増幅达到了90.6%。开市客表示，商场的整体客流量保持稳定，同时顾客的单次消费额有明显提升。
开市客指出，顾客消费额的增加主要来自于大件商品。
“疫情导致消费者无法再随时旅行，随着机票、酒店以及外出用餐的开支减低，消费者们似乎又重新对大件家居商品产生了兴趣，愿意去花钱布置自己的庭院，购买更多家具、床垫、健身器材、自行车、家用器皿、厨房用具等等。”加兰蒂说道。
另一边，开市客的两大竞争对手克罗格及亚马逊近期因为停止向员工继续发放“风险补贴”而正备受诟病。相比之下，加兰蒂表示开市客会继续着力保障商店卫生及员工的个人安全，起码在未来8周内，商场员工可以继续享受2美元/小时的工资补贴。（财富中文网）
编译：陈怡轩
Costco Wholesale has been one of the big retail winners in the COVID crisis, but those gains aren't coming without some pain.
The warehouse chain's shares were down 3% on September 25 after it reported $281 million in COVID-related expenses, notably on sanitizing its stores and giving its employees bonuses, an amount nearly three times what Costco had told investors to expect in June. Costco's revenues rose 12.4% to $53.38 billion in the quarter ended Aug. 30, way more than what Wall Street expected. The big sales surge came from a combination of e-commerce sales increasing by 90.6% and more spending per physical trip, as the company said shopper visits had held steady.
Much of that per trip increase came from big ticket items.
"As people are spending less on travel, air and hotel and dining out, they seem to have redirected some of those dollars to categories like lawn and garden, furniture and mattresses, exercise equipment, bicycles, housewares, cookware, and the like," Galanti said.
Two of Costco's big rivals, Kroger and Amazon.com, have received sharp criticism for stopping so-called 'hazard pay' for their workers. In contrast, Galanti said Costco's continued success is contingent on keeping stores and staff safe, so the company will extend its $2 per hour premium on wages for at least another eight weeks.
