Squawk on the Street Cramer’s Morning Take: Costco 12/4/25
Dec 4, 2025
Jim Cramer dives into Costco's latest sales numbers, noting a slight dip in growth from October. He praises Costco as one of the best retail stocks ever and discusses its premium valuation alongside past periods of underperformance. Cramer highlights exciting operational efforts, such as extended shopping hours and innovative checkout options, which could reshape Costco's strategy and affect its margins. Tune in for insights into one of the retail giants!
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Costco Remains A Long-Term Elite
- Jim Cramer sees Costco as one of the greatest long-term performers despite short-term wobble.
- He notes monthly sales data and deceleration but still values the company's elite status over time.
November Sales Show Mild Deceleration
- November sales grew about 6.9% company-wide and 6.4% ex-gas and FX in the U.S.
- Cramer notes a slight deceleration from October but doesn't view it as a sell signal yet.
Don't Panic-Sell On Short-Term Dips
- Avoid panic-selling Costco on modest short-term underperformance because valuation remains high.
- Wait for clearer signs or a valuation dislocation before changing a long-term position, Cramer implies.