Pricesmart (PSMT)


Market Price (8/19/2026): $175.2 | Market Cap: $5.3 BilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail

Pricesmart (PSMT)


Market Price (8/19/2026): $175.2
Market Cap: $5.3 Bil
Sector: Consumer Staples
Industry: Consumer Staples Merchandise Retail

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Low stock price volatility
Vol 12M is 29%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Last-Mile Delivery, Show more.

Key risks
PSMT key risks include [1] political and economic instability and [2] significant currency volatility and potential illiquidity inherent to its operations across multiple international markets.

0 Low stock price volatility
Vol 12M is 29%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Last-Mile Delivery, Show more.
2 Key risks
PSMT key risks include [1] political and economic instability and [2] significant currency volatility and potential illiquidity inherent to its operations across multiple international markets.

PSMT in ETFs

Weight = PSMT's share of each fund

VTI0.01%
ITOT0.01%
IWM0.15%
IJR0.25%
VB0.06%
AVUV0.54%
IJT0.50%
SLYG0.50%
+10 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/12/2026

Pricesmart (PSMT) stock has gained about 15% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Operating Results and Revenue Growth.

PriceSmart reported robust financial performance for its fiscal third quarter of 2026, which ended on May 31, 2026. The company announced on July 8, 2026, that total revenues increased by 12.5% to $1.48 billion compared to the prior year's comparable period. Net merchandise sales also grew by 12.5% to $1.45 billion, with comparable net merchandise sales seeing a significant 10.7% increase. Although diluted earnings per share (EPS) of $1.28 slightly missed the consensus estimate of $1.32, it still represented an increase from $1.14 in the same period a year earlier. This strong top-line growth and improved profitability likely contributed to positive investor sentiment.

2. Strategic Expansion into New and Existing Markets.

During the period, PriceSmart demonstrated its commitment to growth through strategic expansion. In May 2026, the company opened its sixth warehouse club in the Dominican Republic. Furthermore, on July 8, 2026, PriceSmart announced plans for its first club in Chile and an eleventh club in Costa Rica, both slated for spring 2027. These new clubs are part of a broader plan to open six new locations by spring 2027, representing a more than 10% increase in its network, which is expected to bring the total to 63 clubs. The entry into Chile is particularly significant, as analysts view it as a lucrative market with considerable spending power, further fueling growth expectations.

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Updated on 8/12/2026

Pricesmart (PSMT) stock has gained about 15% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Operating Results and Revenue Growth.

PriceSmart reported robust financial performance for its fiscal third quarter of 2026, which ended on May 31, 2026. The company announced on July 8, 2026, that total revenues increased by 12.5% to $1.48 billion compared to the prior year's comparable period. Net merchandise sales also grew by 12.5% to $1.45 billion, with comparable net merchandise sales seeing a significant 10.7% increase. Although diluted earnings per share (EPS) of $1.28 slightly missed the consensus estimate of $1.32, it still represented an increase from $1.14 in the same period a year earlier. This strong top-line growth and improved profitability likely contributed to positive investor sentiment.

2. Strategic Expansion into New and Existing Markets.

During the period, PriceSmart demonstrated its commitment to growth through strategic expansion. In May 2026, the company opened its sixth warehouse club in the Dominican Republic. Furthermore, on July 8, 2026, PriceSmart announced plans for its first club in Chile and an eleventh club in Costa Rica, both slated for spring 2027. These new clubs are part of a broader plan to open six new locations by spring 2027, representing a more than 10% increase in its network, which is expected to bring the total to 63 clubs. The entry into Chile is particularly significant, as analysts view it as a lucrative market with considerable spending power, further fueling growth expectations.

3. Positive Analyst Outlook and High Price Target Potential.

Despite some near-term price fluctuations, analyst sentiment for PriceSmart remained largely positive, with a consensus "Buy" rating. Importantly, certain analyses published in July 2026 highlighted significant upside potential for the stock, with projections indicating it could reach $220 or higher by year-end. This optimistic outlook was largely attributed to the company's accelerating growth and strategic expansion plans, particularly into promising new markets like Chile, suggesting that the stock's valuation was supported by its quality and growth trajectory.

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Stock Movement Drivers

Fundamental Drivers

The 13.0% change in PSMT stock from 4/30/2026 to 8/18/2026 was primarily driven by a 9.9% change in the company's P/E Multiple.
(LTM values as of)43020268182026Change
Stock Price ($)156.31176.7013.0%
Change Contribution By: 
Total Revenues ($ Mil)5,5275,6913.0%
Net Income Margin (%)2.8%2.8%-0.1%
P/E Multiple30.333.39.9%
Shares Outstanding (Mil)30300.0%
Cumulative Contribution13.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/18/2026
ReturnCorrelation
PSMT13.0% 
Market (SPY)6.8%21.5%
Sector (XLP)1.5%13.8%

Fundamental Drivers

The 25.3% change in PSMT stock from 1/31/2026 to 8/18/2026 was primarily driven by a 17.9% change in the company's P/E Multiple.
(LTM values as of)13120268182026Change
Stock Price ($)141.02176.7025.3%
Change Contribution By: 
Total Revenues ($ Mil)5,3955,6915.5%
Net Income Margin (%)2.8%2.8%1.0%
P/E Multiple28.233.317.9%
Shares Outstanding (Mil)3030-0.2%
Cumulative Contribution25.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/18/2026
ReturnCorrelation
PSMT25.3% 
Market (SPY)11.2%32.5%
Sector (XLP)3.1%37.7%

Fundamental Drivers

The 66.7% change in PSMT stock from 7/31/2025 to 8/18/2026 was primarily driven by a 51.9% change in the company's P/E Multiple.
(LTM values as of)73120258182026Change
Stock Price ($)106.00176.7066.7%
Change Contribution By: 
Total Revenues ($ Mil)5,1655,69110.2%
Net Income Margin (%)2.8%2.8%0.2%
P/E Multiple21.933.351.9%
Shares Outstanding (Mil)3030-0.6%
Cumulative Contribution66.7%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/18/2026
ReturnCorrelation
PSMT66.7% 
Market (SPY)22.4%28.9%
Sector (XLP)9.5%31.5%

Fundamental Drivers

The 139.9% change in PSMT stock from 7/31/2023 to 8/18/2026 was primarily driven by a 71.9% change in the company's P/E Multiple.
(LTM values as of)73120238182026Change
Stock Price ($)73.64176.70139.9%
Change Contribution By: 
Total Revenues ($ Mil)4,3155,69131.9%
Net Income Margin (%)2.7%2.8%3.9%
P/E Multiple19.433.371.9%
Shares Outstanding (Mil)31301.8%
Cumulative Contribution139.9%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/18/2026
ReturnCorrelation
PSMT139.9% 
Market (SPY)73.6%33.6%
Sector (XLP)21.7%33.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PSMT Return-19%-16%26%25%35%48%114%
Peers Return44%-7%21%49%7%6%175%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
PSMT Win Rate50%42%67%58%50%62% 
Peers Win Rate69%50%69%64%56%54% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PSMT Max Drawdown-32%-34%-24%-11%-13%-15% 
Peers Max Drawdown-18%-28%-14%-11%-23%-18% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: COST, WMT, BJ. See PSMT Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/18/2026 (YTD)

How Low Can It Go

EventPSMTS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-20.7%-9.5%
  % Gain to Breakeven26.1%10.5%
  Time to Breakeven101 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.1%-24.5%
  % Gain to Breakeven26.8%32.4%
  Time to Breakeven111 days427 days
2020 COVID-19 Crash
  % Loss-29.1%-33.7%
  % Gain to Breakeven41.1%50.9%
  Time to Breakeven24 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-29.0%-19.2%
  % Gain to Breakeven40.8%23.8%
  Time to Breakeven690 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-26.5%-12.2%
  % Gain to Breakeven36.1%13.9%
  Time to Breakeven873 days62 days
2014-2016 Oil Price Collapse
  % Loss-21.1%-6.8%
  % Gain to Breakeven26.8%7.3%
  Time to Breakeven111 days15 days

Compare to COST, WMT, BJ

In The Past

Pricesmart's stock fell -6.9% during the 2025 US Tariff Shock. Such a loss loss requires a 7.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPSMTS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-20.7%-9.5%
  % Gain to Breakeven26.1%10.5%
  Time to Breakeven101 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.1%-24.5%
  % Gain to Breakeven26.8%32.4%
  Time to Breakeven111 days427 days
2020 COVID-19 Crash
  % Loss-29.1%-33.7%
  % Gain to Breakeven41.1%50.9%
  Time to Breakeven24 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-29.0%-19.2%
  % Gain to Breakeven40.8%23.8%
  Time to Breakeven690 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-26.5%-12.2%
  % Gain to Breakeven36.1%13.9%
  Time to Breakeven873 days62 days
2014-2016 Oil Price Collapse
  % Loss-21.1%-6.8%
  % Gain to Breakeven26.8%7.3%
  Time to Breakeven111 days15 days
2008-2009 Global Financial Crisis
  % Loss-66.6%-53.4%
  % Gain to Breakeven199.0%114.4%
  Time to Breakeven721 days1085 days
Summer 2007 Credit Crunch
  % Loss-23.5%-8.6%
  % Gain to Breakeven30.8%9.5%
  Time to Breakeven55 days47 days

Compare to COST, WMT, BJ

In The Past

Pricesmart's stock fell -6.9% during the 2025 US Tariff Shock. Such a loss loss requires a 7.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Pricesmart (PSMT)

PriceSmart, Inc. (PSMT) operates a chain of U.S.-style membership shopping warehouse clubs primarily across Central America, the Caribbean, and Colombia. Similar to a Costco or Sam's Club model, PriceSmart requires customers to purchase a membership to access its wholesale pricing on a broad array of goods. The company's business model is centered on providing value and convenience to its members in these specific international markets, as it manages 49 clubs in 12 countries and one U.S. territory.

The company offers a comprehensive selection of products, including brand-name and private-label consumer goods, essential household items, fresh produce, and a variety of prepared and fresh-baked foods. Beyond groceries and general merchandise, PriceSmart also provides ancillary services such as optical centers and tire centers, enhancing the one-stop-shop experience for its members. Additionally, PriceSmart extends its reach through its Click & Go e-commerce platform, enabling online ordering, curbside pickup, and home delivery options for greater customer flexibility.

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1. Costco for Central America and the Caribbean.

2. Sam's Club primarily operating in Latin America.

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  • General Merchandise & Groceries: A wide array of brand name and private label consumer products, essential goods, fresh produce, prepared foods, and fresh-baked goods sold in warehouse clubs.
  • Optical Services: Specialized services including eye exams and sales of prescription eyewear and contact lenses.
  • Tire Center Services: Automotive services focused on tire sales, installation, and related maintenance.
  • Ancillary Services: Various other complementary services offered within their warehouse clubs.
  • Click & Go E-commerce Platform: An online platform facilitating convenient product ordering, curbside pickup, and delivery services for members.
  • Membership Program: Provides customers with exclusive access to the company's warehouse clubs and their extensive product and service offerings.
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AI Analysis | Feedback

PriceSmart, Inc. (PSMT) primarily sells its products and services to individual consumers and small businesses rather than to other large public companies. As a membership-based warehouse club operator, its major customers fall into the following categories:

  1. Individual Consumers/Households: The largest customer segment, consisting of families and individuals who purchase groceries, household goods, electronics, apparel, and other consumer products for personal or family use through their membership.
  2. Small Businesses and Entrepreneurs: Business owners, such as restaurant operators, office managers, or small retailers, who buy products in bulk for their operational needs, inventory, or resale.
  3. High-Income Consumers and Expatriates: Particularly in its Central American, Caribbean, and Colombian markets, PriceSmart caters to customers seeking U.S.-style brands, products, and a shopping experience that might not be readily available in traditional local retail outlets. This segment often includes higher-income local populations and expatriates.

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David Price, Chief Executive Officer

Mr. Price was promoted to Chief Executive Officer effective September 1, 2025. He has been with PriceSmart since July 2017. He previously served as Executive Vice President and Chief Transformation Officer from August 2023 to August 2025, where he was responsible for areas including Information Technology, PriceSmart.com, and Payment Solutions and Services. Prior to that, he was the Executive Vice President and Chief of Staff to the Chairman of the Board and the Company's Interim Chief Executive Officer, Robert Price, from December 2022 to July 2023. David Price is the son of Robert Price, a co-founder of PriceSmart.

Gualberto Hernandez, Executive Vice President and Chief Financial Officer

Mr. Hernandez has served as Executive Vice President and Chief Financial Officer since June 1, 2025. Before joining PriceSmart, he was Vice President Finance & Strategy for Latin America for The Estée Lauder Companies Inc. from January 2016 to June 2025. During his time at Estée Lauder, he also held positions as Vice President and General Manager for Latin America for La Mer (an Estée Lauder Companies' brand) from 2020 to 2023, and Vice President Finance for Emerging Markets from July 2024 to June 2025. Prior to Estée Lauder, Mr. Hernandez served as Chief Operating Officer (Finance and Operations) Latin America for Sephora from November 2013 to January 2016.

Robert E. Price, Executive Chairman of the Board of Directors

Mr. Price has served as Executive Chairman of the Board of Directors of PriceSmart since September 2025, and previously as Chairman since the company's spin-off from Price Enterprises, Inc. in 1997. He also served as Interim Chief Executive Officer from February 2023 to August 2025. Robert E. Price co-founded PriceSmart in 1994 with his father, Sol Price, and James Sinegal. He was a founder of The Price Company, which operated Price Club, and served as its Chief Executive Officer until its merger with Costco Wholesale Corp. in 1993. He was also Chairman of the Board of Price/Costco, Inc. and Price Enterprises.

John D. Hildebrandt, President - Chief Operating Officer

Mr. Hildebrandt has been President and Chief Operating Officer since December 2022. He previously held the role of Executive Vice President and Chief Operating Officer of the Company from May 2022 to December 2022, and served in various Executive Vice President and Chief Operating Officer capacities since February 2010.

Francisco Velasco, Executive Vice President, General Counsel, Chief Ethics & Compliance Office, and Secretary

Mr. Velasco has been Executive Vice President, General Counsel and Secretary at PriceSmart Inc. since July.

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PriceSmart (PSMT) faces several key risks due to its business model and geographic footprint:

  1. Economic Volatility and Currency Fluctuations in Operating Markets: A significant portion of PriceSmart's operations are in Central America, the Caribbean, and Colombia. These regions can be susceptible to economic downturns, high inflation, and significant currency devaluations, which can reduce consumer purchasing power and negatively impact the company's reported financial results when local currency earnings are converted to U.S. dollars. The company faces substantial exposure to foreign currency risk, with over 90% of its revenue generated in non-USD currencies. Economic uncertainty, including inflation and currency fluctuations, directly impacts consumer spending and, consequently, PriceSmart's sales and profitability.
  2. Supply Chain Disruptions and Logistics Challenges: As an international retailer sourcing and distributing goods across multiple countries, PriceSmart is exposed to risks associated with global and regional supply chain disruptions. The company's business heavily relies on its supply chain for sourcing and distributing products. Disruptions in the supply chain and rising commodity costs threaten product availability and pricing, impacting operations.
  3. Intense Retail Competition and Evolving Consumer Preferences: PriceSmart operates in a highly competitive retail environment, facing competition from traditional brick-and-mortar retailers, other wholesale clubs, and an increasing number of e-commerce platforms. Some competitors may possess greater resources, buying power, and brand recognition. Shifts in consumer spending habits and preferences toward online shopping may challenge PriceSmart's traditional business model.

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The addressable markets for PriceSmart's main products and services across its operational regions are as follows:

Colombia

  • The overall retail market in Colombia was valued at approximately $117.48 billion in 2025 and is projected to reach $235.46 billion by 2035.
  • The food and grocery retail market in Colombia recorded revenues of $74.5 billion in 2024. The food segment alone constituted $63.3 billion of this market in 2024.
  • The e-commerce market in Colombia reached $52 billion in 2024, with projections to grow to $81 billion by 2027. Another estimate places the e-commerce market at $14.4 billion in 2024, growing to $18.6 billion by 2028. Online sales in Colombia also reached $15.5 billion in 2023.
  • The online grocery market in Colombia was valued at over $3.01 billion in 2025.

Caribbean

  • The packaged food retail business in the Caribbean was valued at $10.2 billion in 2024 and is forecast to grow to $14.2 billion by 2029.
  • Total food retail sales in the Caribbean were estimated at $10.48 billion in 2024.
  • The Caribbean e-commerce market is valued at approximately $3.2 billion in 2026. Other estimates indicate the market could reach $4.8 billion by 2024 or potentially become a $22 billion industry, though a specific year for the latter figure is not provided.

Central America

  • The retail sales value of packaged food in Central America is projected to reach $21.5 billion in 2024, with a forecast to increase to $28.9 billion by 2029.
  • The retail sector in El Salvador, a Central American country, was valued at approximately $4.5 billion.
  • The e-commerce market in Panama, another Central American country, is projected to grow from $2.64 billion in 2025 to $3.98 billion by 2031.

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Expected Drivers of Future Revenue Growth for PriceSmart (PSMT)

PriceSmart (PSMT) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and ongoing trends in its markets. These drivers include:
  • Physical Expansion with New Warehouse Clubs: PriceSmart continues its strategy of disciplined geographic expansion by opening new warehouse clubs in its existing markets. The company plans to increase its total club count from 56 to 60 by the end of 2026. This includes scheduled openings in La Romana, Dominican Republic (May 2026); Montego Bay and South Camp Road, Jamaica (fall and winter 2026); and Ciudad Quesada, Costa Rica (fall 2026), alongside a tenth location in Costa Rica by fall 2026. This physical growth expands PriceSmart's market presence and increases its potential for both merchandise sales and membership acquisition.
  • Growth in Membership and Premium Platinum Memberships: A core component of PriceSmart's business model, membership income is a consistent revenue stream. The company has seen steady growth in its overall membership base, with membership accounts increasing by 6.7% to over 2 million in Q1 FY2026. Furthermore, there is a strong focus on "membership premiumization," particularly with the expansion of its Platinum membership tier. Platinum accounts represented 19.3% of the total membership base in Q1 FY2026, a significant increase from 9.3% in Q1 FY2025, contributing to membership fee revenue growth. The company has also implemented annual membership fee increases in most markets, further bolstering this revenue stream.
  • Expansion of Omnichannel and Digital Sales: PriceSmart is actively investing in and growing its e-commerce platform, Click & Go, to enhance online ordering, curbside pickup, and delivery services. Total net merchandise sales through digital channels continue to grow, reaching a record high of $89.8 million in Q1 FY2026, representing 6.6% of total net merchandise sales, an increase of 29.4% year-over-year. These investments aim to improve the online platform's interface and support systems, maximizing digital sales and catering to evolving customer preferences.
  • Growth of Private Label Offerings: PriceSmart sees significant opportunity in expanding its private label "Member Selection" brand. Private-label sales represented 27.7% of total merchandise sales in Q1 FY2025, an increase of 50 basis points from the prior year. This strategy helps maintain the company's value proposition by offering high-quality goods at competitive prices, which can attract and retain members, and contributes to gross margin improvements.
  • Consistent Comparable Net Merchandise Sales Growth: PriceSmart has consistently reported positive comparable net merchandise sales growth, indicating strong performance and customer loyalty within its existing club locations. For example, comparable net merchandise sales increased by 8.0% (or 6.9% in constant currency) in Q1 FY2026. This sustained growth in established clubs reflects effective merchandising, inventory management, and a compelling value proposition that resonates with members.

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Share Repurchases

  • PriceSmart has had a 3-Year Average Share Buyback Ratio of 0.2.
  • The company's buyback yield was reported as -0.45%, which indicates a net issuance if a positive value signifies repurchases.

Share Issuance

  • Directors of PriceSmart were granted Restricted Stock Units (RSUs) in February 2026, which vest in full on January 30, 2027, or at the next annual meeting of stockholders.
  • These RSU grants were acquired at a price of $0 per share and increased the directors' beneficial ownership.

Capital Expenditures

  • PriceSmart's capital expenditures were approximately $113.17 million in fiscal year 2021, $120.66 million in fiscal year 2022, $142.51 million in fiscal year 2023, and $168.55 million in fiscal year 2024 (fiscal year ending August).
  • The company had plans to open its tenth warehouse club in Costa Rica (Cartago) and a third in Jamaica (Montego Bay), with anticipated openings in Spring/Summer 2025.
  • As of November 30, 2025, PriceSmart operated 56 warehouse clubs, an increase from 54 clubs in operation as of November 30, 2024, indicating ongoing investment in expanding its physical footprint.

Better Bets vs. Pricesmart (PSMT)

Peer Outperformance in Consumer Staples Merchandise Retail

PSMT has outperformed 82% of its 11 Consumer Staples Merchandise Retail peers over 5Y. Consumer Staples Merchandise Retail ranks 3rd of 12 industries in Consumer Staples by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Consumer Staples Merchandise Retail constituents that PSMT has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
100%
of 13 industry peers · 58.7% return
3Y
91%
of 11 industry peers · 138.3% return
5Y
82%
of 11 industry peers · 138.2% return
No Consumer Staples Merchandise Retail peer with a comparable growth profile has beaten PSMT by more than 20pp over 5Y.
Median price return by industry across the Consumer Staples sector, ranked by 5Y. Consumer Staples Merchandise Retail is PSMT's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Food Distributors 8 6.1%32.8%83.7% CHEF 292% · USFD 239% · ANDE 151%
Tobacco 6 -12.5%11.5%56.8% PM 134% · MO 99% · TPB 89%
Consumer Staples Merchandise Retail ← 12 5.4%31.7%55.6% NGVC 195% · WMT 144% · PSMT 138%
Food Retail 6 -17.4%64.1%40.0% CASY 340% · SFM 221% · UNFI 43%
Soft Drinks & Non-alcoholic Beverages 12 -6.3%-12.7%19.7% COKE 398% · BRFH 217% · CCHGY 111%
Brewers 3 -16.1%-27.7%0.6% BUD 39% · TAP 1% · SAM -70%
Agricultural Products & Services 11 -1.5%1.7%-9.7% BG 76% · ADM 58% · INGR 42%
Personal Care Products 4 -6.6%-21.6%-26.1% ELF 219% · PG 12% · COTY -65%
Household Products 19 5.5%-5.2%-26.5% ACU 80% · IPAR 78% · CL 30%
Packaged Foods & Meats 48 -17.3%-29.9%-36.7% MAMA 519% · LWAY 371% · SENEA 290%
Distillers & Vintners 6 -43.1%-63.1%-76.1% STZ -33% · BF-B -56% · MGPI -70%
Drug Retail 3 -41.0%-84.9%-92.5% HITI -66% · PETS -92% · SCNX -99%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PSMTCOSTWMTBJMedian
NamePricesma.Costco W.Walmart BJ's Who. 
Mkt Price176.70961.35115.2092.69145.95
Mkt Cap5.3426.8918.011.9219.3
Rev LTM5,691293,587725,30521,965157,776
Op Inc LTM26011,22530,1838596,042
FCF LTM748,80612,5522184,512
FCF 3Y Avg727,84713,5182754,061
CFO LTM27415,00040,8929627,981
CFO 3Y Avg24513,17737,9468907,034

Growth & Margins

PSMTCOSTWMTBJMedian
NamePricesma.Costco W.Walmart BJ's Who. 
Rev Chg LTM10.2%9.2%5.9%5.9%7.6%
Rev Chg 3Y Avg9.7%7.6%5.3%4.0%6.4%
Rev Chg Q12.5%11.6%7.3%9.9%10.7%
QoQ Delta Rev Chg LTM3.0%2.6%1.7%2.4%2.5%
Op Inc Chg LTM11.8%11.3%1.8%1.4%6.6%
Op Inc Chg 3Y Avg9.1%12.8%12.8%2.5%10.9%
Op Mgn LTM4.6%3.8%4.2%3.9%4.0%
Op Mgn 3Y Avg4.5%3.7%4.2%4.0%4.1%
QoQ Delta Op Mgn LTM0.0%0.0%-0.0%-0.0%-0.0%
CFO/Rev LTM4.8%5.1%5.6%4.4%5.0%
CFO/Rev 3Y Avg4.7%4.8%5.5%4.2%4.8%
FCF/Rev LTM1.3%3.0%1.7%1.0%1.5%
FCF/Rev 3Y Avg1.4%2.9%2.0%1.3%1.7%

Valuation

PSMTCOSTWMTBJMedian
NamePricesma.Costco W.Walmart BJ's Who. 
Mkt Cap5.3426.8918.011.9219.3
P/S0.91.51.30.51.1
P/Op Inc20.638.030.413.925.5
P/EBIT22.335.927.414.524.9
P/E33.348.340.420.936.8
P/CFO19.528.522.512.421.0
Total Yield3.4%2.6%3.3%4.8%3.3%
Dividend Yield0.4%0.5%0.8%0.0%0.5%
FCF Yield 3Y Avg2.1%1.9%1.9%2.2%2.0%
D/E0.10.00.10.20.1
Net D/E0.0-0.00.10.20.0

Returns

PSMTCOSTWMTBJMedian
NamePricesma.Costco W.Walmart BJ's Who. 
1M Rtn-4.6%2.3%0.8%-0.8%0.0%
3M Rtn9.8%-12.0%-14.2%-5.1%-8.6%
6M Rtn16.3%-4.7%-10.2%-6.8%-5.8%
12M Rtn58.7%-1.3%15.1%-11.7%6.9%
3Y Rtn138.3%83.9%125.3%33.7%104.6%
1M Excs Rtn-5.0%-0.4%-0.7%-4.6%-2.7%
3M Excs Rtn5.0%-14.5%-17.5%-8.4%-11.4%
6M Excs Rtn3.9%-17.1%-22.6%-19.2%-18.2%
12M Excs Rtn44.3%-19.8%-3.4%-29.5%-11.6%
3Y Excs Rtn68.7%5.7%48.4%-39.4%27.1%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Foods & Sundries2,4282,3132,1491,9481,737
Fresh Foods1,5791,4141,2621,1461,004
Hardlines572545454443410
Softlines292257231227176
Food Service and Bakery227211174158 
Membership income8675666156
Health Services52443122 
Other revenue and income1816131557
Export sales1539324542
Other Business    140
Total5,2704,9144,4124,0663,620


Operating Income by Segment
$ Mil20152014201320122011
Central American Operations131    
Caribbean Operations4926232016
United States Operations2738343125
Colombia Operations-1    
Reconciling Items-59    
Latin American Operations 72705849
Total14613712810891


Assets by Segment
$ Mil20152014201320122011
Central American Operations492    
Caribbean Operations239223204206213
Colombia Operations172    
United States Operations89911048763
Latin American Operations 626518442388
Total992940826736664


Price Behavior

Price Behavior
Market Price$176.70 
Market Cap ($ Bil)5.3 
First Trading Date09/02/1997 
Distance from 52W High-10.4% 
   50 Days200 Days
DMA Price$185.42$153.44
DMA Trendupup
Distance from DMA-4.7%15.2%
 3M1YR
Volatility29.8%29.1%
Downside Capture83.2060.95
Upside Capture107.98101.16
Correlation (SPY)14.9%28.7%
PSMT Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta0.510.280.490.710.660.60
Up Beta-0.65-0.550.090.931.030.71
Down Beta-0.38-0.25-0.100.010.110.24
Up Capture107%123%131%114%107%64%
Bmk +ve Days11223567138427
Stock +ve Days10233571144404
Down Capture118%31%43%63%52%83%
Bmk -ve Days11212859114326
Stock -ve Days12202855107347

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSMT
PSMT63.9%29.2%1.69-
Sector ETF (XLP)6.5%14.2%0.2131.1%
Equity (SPY)20.4%12.8%1.1728.7%
Gold (GLD)29.8%28.5%0.9118.6%
Commodities (DBC)40.2%20.2%1.56-18.0%
Real Estate (VNQ)13.1%13.9%0.6533.1%
Bitcoin (BTCUSD)-45.4%42.7%-1.3013.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSMT
PSMT17.5%28.3%0.58-
Sector ETF (XLP)6.2%13.6%0.2436.7%
Equity (SPY)13.1%17.2%0.5940.9%
Gold (GLD)19.8%18.6%0.8712.6%
Commodities (DBC)9.8%19.6%0.397.4%
Real Estate (VNQ)2.4%18.9%0.0237.9%
Bitcoin (BTCUSD)7.1%52.6%0.3217.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSMT
PSMT9.8%30.2%0.37-
Sector ETF (XLP)7.4%14.9%0.3639.1%
Equity (SPY)15.2%17.9%0.7242.8%
Gold (GLD)12.1%16.2%0.617.6%
Commodities (DBC)7.8%18.1%0.3514.8%
Real Estate (VNQ)4.8%20.7%0.2038.4%
Bitcoin (BTCUSD)59.9%66.0%1.0010.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity1.8 Mil
Short Interest: % Change Since 71520263.4%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest7.4 days
Basic Shares Quantity30.2 Mil
Short % of Basic Shares6.0%

Earnings Returns History

Updated 8/10/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/8/2026-0.5%-0.3%-5.8%
4/8/20262.9%-0.8%-0.1%
1/7/20264.6%11.0%22.9%
10/30/2025-6.5%-4.5%1.9%
7/14/2025-1.5%1.4%1.9%
4/9/20257.0%7.5%21.8%
1/8/2025-4.5%-6.8%1.3%
10/30/2024-7.0%3.0%0.5%
...
SUMMARY STATS   
# Positive131314
# Negative111110
Median Positive4.6%4.3%4.7%
Median Negative-5.2%-5.5%-4.5%
Max Positive11.7%15.7%22.9%
Max Negative-12.8%-10.1%-11.6%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/8/2026-0.5%-0.3%-5.8%
4/8/20262.9%-0.8%-0.1%
1/7/20264.6%11.0%22.9%
10/30/2025-6.5%-4.5%1.9%
7/14/2025-1.5%1.4%1.9%
4/9/20257.0%7.5%21.8%
1/8/2025-4.5%-6.8%1.3%
10/30/2024-7.0%3.0%0.5%
7/10/20242.5%15.7%4.8%
4/9/2024-3.1%-5.9%4.5%
1/9/20244.9%4.3%7.3%
10/30/2023-12.8%-5.5%-5.7%
7/10/20230.4%1.7%0.7%
4/10/202311.7%10.6%-0.3%
1/9/20237.4%11.9%16.5%
10/31/20227.0%11.8%11.1%
7/11/2022-9.6%-10.1%-11.6%
4/7/20229.6%2.1%-2.6%
1/6/20221.6%1.0%-5.9%
10/21/2021-5.2%-9.0%-0.5%
7/8/20213.4%-0.9%-3.3%
4/8/2021-7.0%-6.8%-7.8%
1/7/20212.0%2.1%4.7%
10/30/2020-2.6%-3.7%19.1%
SUMMARY STATS   
# Positive131314
# Negative111110
Median Positive4.6%4.3%4.7%
Median Negative-5.2%-5.5%-4.5%
Max Positive11.7%15.7%22.9%
Max Negative-12.8%-10.1%-11.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
05/31/202607/08/202610-Q
02/28/202604/08/202610-Q
11/30/202501/07/202610-Q
08/31/202510/30/202510-K
05/31/202507/10/202510-Q
02/28/202504/09/202510-Q
11/30/202401/08/202510-Q
08/31/202410/30/202410-K
05/31/202407/10/202410-Q
02/29/202404/09/202410-Q
11/30/202301/09/202410-Q
08/31/202310/30/202310-K
05/31/202307/10/202310-Q
02/28/202304/10/202310-Q
11/30/202201/09/202310-Q
08/31/202210/31/202210-K
Collapse to Preview
Report DateFiling DateFiling
05/31/202607/08/202610-Q
02/28/202604/08/202610-Q
11/30/202501/07/202610-Q
08/31/202510/30/202510-K
05/31/202507/10/202510-Q
02/28/202504/09/202510-Q
11/30/202401/08/202510-Q
08/31/202410/30/202410-K
05/31/202407/10/202410-Q
02/29/202404/09/202410-Q
11/30/202301/09/202410-Q
08/31/202310/30/202310-K
05/31/202307/10/202310-Q
02/28/202304/10/202310-Q
11/30/202201/09/202310-Q
08/31/202210/31/202210-K
05/31/202207/11/202210-Q
02/28/202204/07/202210-Q
11/30/202101/06/202210-Q
08/31/202110/21/202110-K
05/31/202107/08/202110-Q
02/28/202104/08/202110-Q
11/30/202001/07/202110-Q
08/31/202010/30/202010-K
05/31/202007/09/202010-Q
02/29/202004/08/202010-Q
11/30/201901/09/202010-Q
08/31/201910/30/201910-K

Insider Activity

Updated 8/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Bahrambeygui, Sherry S DirectSell8032026197.383,499690,6476,345,896Form
2Bahrambeygui, Sherry S DirectSell8032026194.461,000194,4556,932,133Form
3Bahrambeygui, Sherry S DirectSell7292026192.661,000192,6637,060,906Form
4Bahrambeygui, Sherry S DirectSell7292026192.291,100211,5237,239,677Form
5Bahrambeygui, Sherry S DirectSell7232026184.4940073,7967,148,803Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Bahrambeygui, Sherry S DirectSell8032026197.383,499690,6476,345,896Form
2Bahrambeygui, Sherry S DirectSell8032026194.461,000194,4556,932,133Form
3Bahrambeygui, Sherry S DirectSell7292026192.661,000192,6637,060,906Form
4Bahrambeygui, Sherry S DirectSell7292026192.291,100211,5237,239,677Form
5Bahrambeygui, Sherry S DirectSell7232026184.4940073,7967,148,803Form
6Bahrambeygui, Sherry S DirectSell7232026189.0340075,6127,400,335Form
7Price, Robert E As co-manager of The Price Group LLCSell7202026181.794,855882,60819,862,217Form
8Price, Robert E As co-manager of The Price Group LLCSell7202026187.958,0001,503,62921,447,757Form
9Price, Robert E As co-manager of The Price Group LLCSell7202026189.768,3991,593,77423,171,679Form
10Bahrambeygui, Sherry S DirectSell7172026190.3040076,1207,526,145Form
11Bahrambeygui, Sherry S DirectSell7152026194.591,100214,0537,773,836Form
12Bahrambeygui, Sherry S DirectSell7152026194.8320038,9667,997,577Form
13Infante, Beatriz V DirectSell7132026195.98800156,7842,196,936Form
14Velasco, FranciscoEVP - CLO, CRCODirectSell5182026158.5633853,59311,996,491Form
15Hanson, Gordon H DirectSell5012026157.60635100,0761,284,282Form
16Price, Robert E As co-manager of The Price Group LLCSell4242026161.7910,0001,617,92821,115,740Form
17Price, Robert E As co-manager of The Price Group LLCSell4242026159.6010,0001,595,95622,424,937Form
18Velasco, FranciscoEVP - CLO, CRCODirectSell2132026154.7133852,29211,757,496Form
19Kovaleski, PaulEVP-Chief Merch. OfficerDirectSell1122026136.864,255582,3395,317,558Form
20Janks, Leon C DirectSell1122026137.293,000411,8604,219,370Form
21Infante, Beatriz V DirectSell1122026136.871,995273,0461,488,954Form
22Hildebrandt, John DPresident and COODirectSell1122026136.887,4211,015,77914,809,487Form
23Hanson, Gordon H DirectSell11182025117.4485199,941898,768Form
24Kovaleski, PaulEVP-Chief Merch. OfficerDirectSell11172025114.551,305149,4884,938,136Form
25Hildebrandt, John DPresident and COODirectSell11052025115.1010,0001,151,00013,307,286Form
26Velasco, FranciscoEVP - CLO, CRCODirectSell10062025122.8255067,5519,892,905Form
27McCleary, MichaelEVP-FinanceDirectSell9092025110.629,7541,078,9785,208,164Form

Investor Activity (13F)

Updated Aug 19, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Black Creek Investment Management Inc.$175.3 Mil9.4%25TRIM -28.9%13F
Pertento Partners LLP$79.0 Mil8.4%15ADD +7.4%13F
Progeny 3, Inc.$41.0 Mil2.2%32ADD +18.5%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Progeny 3, Inc.$41.0 Mil2.2%32ADD +18.5%13F
Pertento Partners LLP$79.0 Mil8.4%15ADD +7.4%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Black Creek Investment Management Inc.$175.3 Mil9.4%25TRIM -28.9%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Black Creek Investment Management Inc.$175.3 Mil9.4%25TRIM -28.9%13F
Pertento Partners LLP$79.0 Mil8.4%15ADD +7.4%13F
Progeny 3, Inc.$41.0 Mil2.2%32ADD +18.5%13F
Core Cache Last Updated: 8/18/2026