UBS has identified Costco, O'Reilly Automotive, and Walmart as top retail stock picks that may outperform the S&P 500 in 2025. These stocks, referred to as "COW" stocks, have demonstrated strong fundamental performance and resilient growth profiles, making their current valuations justifiable. Costco, in particular, has shown an 8.4% return year to date. Although shares have tapered off compared to prior years, they are expected to consolidate effectively, providing a potential opportunity for investors. UBS analyst Michael Lasser praises Costco's growth potential and member satisfaction strategies.
Costco has delivered a bit more than a market return so far this year, up 8.4% year to date. Shares have really tapered off this year after melting up in the past two years.
UBS analyst Michael Lasser is a fan of Costco for its resilient growth potential. He thinks the firm has "ample tricks up its sleeve" to keep members happy.
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