Pricesmart (PSMT)
Market Price (5/20/2026): $161.55 | Market Cap: $4.9 BilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail
Pricesmart (PSMT)
Market Price (5/20/2026): $161.55Market Cap: $4.9 BilSector: Consumer StaplesIndustry: Consumer Staples Merchandise Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 28% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Last-Mile Delivery, Show more. | Trading close to highsDist 52W High is -0.8%, Dist 3Y High is -0.8% | Key risksPSMT key risks include [1] political and economic instability and [2] significant currency volatility and potential illiquidity inherent to its operations across multiple international markets. |
| Low stock price volatilityVol 12M is 28% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Last-Mile Delivery, Show more. |
| Trading close to highsDist 52W High is -0.8%, Dist 3Y High is -0.8% |
| Key risksPSMT key risks include [1] political and economic instability and [2] significant currency volatility and potential illiquidity inherent to its operations across multiple international markets. |
Qualitative Assessment
AI Analysis | Feedback
Pricesmart (PSMT) stock has gained about 15% since 1/31/2026 because of the following key factors:
1. PriceSmart reported robust fiscal second quarter 2026 financial results, surpassing analyst expectations.
The company announced total revenues increased by 9.7% to $1.50 billion and net income climbed 12.2% to $49.1 million, or $1.62 per diluted share, for the quarter ended February 28, 2026. This diluted EPS of $1.62 exceeded analysts' consensus estimates, which ranged from $1.57 to $1.58.
2. The company demonstrated strong operational momentum with significant comparable sales and membership growth.
Comparable net merchandise sales grew 7.6%, or 5.5% on a constant-currency basis, for the 13 weeks ended March 1, 2026. Total memberships increased by 7.9% to nearly 2.1 million, and the 12-month membership renewal rate reached a record 90.2%.
Show more
1. PriceSmart reported robust fiscal second quarter 2026 financial results, surpassing analyst expectations.
The company announced total revenues increased by 9.7% to $1.50 billion and net income climbed 12.2% to $49.1 million, or $1.62 per diluted share, for the quarter ended February 28, 2026. This diluted EPS of $1.62 exceeded analysts' consensus estimates, which ranged from $1.57 to $1.58.
2. The company demonstrated strong operational momentum with significant comparable sales and membership growth.
Comparable net merchandise sales grew 7.6%, or 5.5% on a constant-currency basis, for the 13 weeks ended March 1, 2026. Total memberships increased by 7.9% to nearly 2.1 million, and the 12-month membership renewal rate reached a record 90.2%.
Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 14.1% change in PSMT stock from 1/31/2026 to 5/19/2026 was primarily driven by a 10.4% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 141.57 | 161.57 | 14.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,395 | 5,527 | 2.4% |
| Net Income Margin (%) | 2.8% | 2.8% | 1.1% |
| P/E Multiple | 28.4 | 31.3 | 10.4% |
| Shares Outstanding (Mil) | 30 | 30 | -0.2% |
| Cumulative Contribution | 14.1% |
Market Drivers
1/31/2026 to 5/19/2026| Return | Correlation | |
|---|---|---|
| PSMT | 14.1% | |
| Market (SPY) | 6.3% | 45.9% |
| Sector (XLP) | 3.7% | 66.9% |
Fundamental Drivers
The 41.2% change in PSMT stock from 10/31/2025 to 5/19/2026 was primarily driven by a 34.6% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 114.42 | 161.57 | 41.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,270 | 5,527 | 4.9% |
| Net Income Margin (%) | 2.8% | 2.8% | 0.6% |
| P/E Multiple | 23.3 | 31.3 | 34.6% |
| Shares Outstanding (Mil) | 30 | 30 | -0.5% |
| Cumulative Contribution | 41.2% |
Market Drivers
10/31/2025 to 5/19/2026| Return | Correlation | |
|---|---|---|
| PSMT | 41.2% | |
| Market (SPY) | 8.2% | 36.6% |
| Sector (XLP) | 14.4% | 52.2% |
Fundamental Drivers
The 60.8% change in PSMT stock from 4/30/2025 to 5/19/2026 was primarily driven by a 48.0% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 100.47 | 161.57 | 60.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,077 | 5,527 | 8.8% |
| Net Income Margin (%) | 2.8% | 2.8% | 0.4% |
| P/E Multiple | 21.2 | 31.3 | 48.0% |
| Shares Outstanding (Mil) | 30 | 30 | -0.5% |
| Cumulative Contribution | 60.8% |
Market Drivers
4/30/2025 to 5/19/2026| Return | Correlation | |
|---|---|---|
| PSMT | 60.8% | |
| Market (SPY) | 33.8% | 31.9% |
| Sector (XLP) | 8.1% | 40.4% |
Fundamental Drivers
The 130.6% change in PSMT stock from 4/30/2023 to 5/19/2026 was primarily driven by a 55.3% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5192026 | Change |
|---|---|---|---|
| Stock Price ($) | 70.08 | 161.57 | 130.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,249 | 5,527 | 30.1% |
| Net Income Margin (%) | 2.5% | 2.8% | 12.3% |
| P/E Multiple | 20.2 | 31.3 | 55.3% |
| Shares Outstanding (Mil) | 31 | 30 | 1.7% |
| Cumulative Contribution | 130.6% |
Market Drivers
4/30/2023 to 5/19/2026| Return | Correlation | |
|---|---|---|
| PSMT | 130.6% | |
| Market (SPY) | 83.3% | 34.9% |
| Sector (XLP) | 20.6% | 36.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PSMT Return | -19% | -16% | 26% | 25% | 35% | 33% | 93% |
| Peers Return | 44% | -7% | 21% | 49% | 7% | 18% | 204% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| PSMT Win Rate | 50% | 42% | 67% | 58% | 50% | 80% | |
| Peers Win Rate | 69% | 50% | 69% | 64% | 56% | 73% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| PSMT Max Drawdown | -32% | -34% | -24% | -11% | -13% | -11% | |
| Peers Max Drawdown | -18% | -28% | -14% | -11% | -23% | -9% | |
| 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 5/19/2026 (YTD)
How Low Can It Go
| Event | PSMT | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -20.7% | -9.5% |
| % Gain to Breakeven | 26.1% | 10.5% |
| Time to Breakeven | 101 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.1% | -24.5% |
| % Gain to Breakeven | 26.8% | 32.4% |
| Time to Breakeven | 111 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -29.1% | -33.7% |
| % Gain to Breakeven | 41.1% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -29.0% | -19.2% |
| % Gain to Breakeven | 40.8% | 23.8% |
| Time to Breakeven | 690 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -26.5% | -12.2% |
| % Gain to Breakeven | 36.1% | 13.9% |
| Time to Breakeven | 873 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -21.1% | -6.8% |
| % Gain to Breakeven | 26.8% | 7.3% |
| Time to Breakeven | 111 days | 15 days |
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.
| Event | PSMT | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -20.7% | -9.5% |
| % Gain to Breakeven | 26.1% | 10.5% |
| Time to Breakeven | 101 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.1% | -24.5% |
| % Gain to Breakeven | 26.8% | 32.4% |
| Time to Breakeven | 111 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -29.1% | -33.7% |
| % Gain to Breakeven | 41.1% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -29.0% | -19.2% |
| % Gain to Breakeven | 40.8% | 23.8% |
| Time to Breakeven | 690 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -26.5% | -12.2% |
| % Gain to Breakeven | 36.1% | 13.9% |
| Time to Breakeven | 873 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -21.1% | -6.8% |
| % Gain to Breakeven | 26.8% | 7.3% |
| Time to Breakeven | 111 days | 15 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -66.6% | -53.4% |
| % Gain to Breakeven | 199.0% | 114.4% |
| Time to Breakeven | 721 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -23.5% | -8.6% |
| % Gain to Breakeven | 30.8% | 9.5% |
| Time to Breakeven | 55 days | 47 days |
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. owns and operates U.S. style membership shopping warehouse clubs in the United States, Central America, the Caribbean, and Colombia. Its warehouse clubs sell brand name and private label consumer products, essential goods, fresh produce, prepared foods, and fresh-baked goods, as well as provides services, such as optical, tire center, and other ancillary services. The company also operates Click & Go, an e-commerce platform for online ordering, curbside pickup, and delivery services. As of March 29, 2022, it operated 49 warehouse clubs in 12 countries and one U.S. territory. PriceSmart, Inc. was incorporated in 1994 and is headquartered in San Diego, California.
AI Analysis | Feedback
1. Costco for Central America and the Caribbean.
2. Sam's Club primarily operating in Latin America.
AI Analysis | Feedback
```html- 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.
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:
- 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.
- 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.
- 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.
AI Analysis | Feedback
nullAI Analysis | Feedback
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.
AI Analysis | Feedback
PriceSmart (PSMT) faces several key risks due to its business model and geographic footprint:
- 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.
- 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.
- 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.
AI Analysis | Feedback
nullAI Analysis | Feedback
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.
AI Analysis | Feedback
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.
AI Analysis | Feedback
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.
Latest Trefis Analyses
Trade Ideas
Select ideas related to PSMT.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04102026 | ELF | e.l.f. Beauty | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.8% | -1.8% | -6.2% |
| 04022026 | IPAR | Interparfums | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.7% | 0.7% | -0.3% |
| 04022026 | COKE | Coca-Cola Consolidated | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 5.5% | 5.5% | -5.2% |
| 03272026 | MZTI | Marzetti | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.0% | -5.0% | -8.6% |
| 03272026 | TAP | Molson Coors Beverage | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.5% | -1.5% | -2.3% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 147.88 |
| Mkt Cap | 249.3 |
| Rev LTM | 153,861 |
| Op Inc LTM | 5,893 |
| FCF LTM | 4,714 |
| FCF 3Y Avg | 3,853 |
| CFO LTM | 8,021 |
| CFO 3Y Avg | 6,712 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.6% |
| Rev Chg 3Y Avg | 6.1% |
| Rev Chg Q | 7.4% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Inc Chg LTM | 8.2% |
| Op Inc Chg 3Y Avg | 10.4% |
| Op Mgn LTM | 4.1% |
| Op Mgn 3Y Avg | 4.1% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 5.0% |
| CFO/Rev 3Y Avg | 4.8% |
| FCF/Rev LTM | 1.8% |
| FCF/Rev 3Y Avg | 1.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 249.3 |
| P/S | 1.2 |
| P/Op Inc | 27.7 |
| P/EBIT | 27.1 |
| P/E | 40.1 |
| P/CFO | 22.0 |
| Total Yield | 3.2% |
| Dividend Yield | 0.4% |
| FCF Yield 3Y Avg | 2.5% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 5.8% |
| 3M Rtn | 5.2% |
| 6M Rtn | 27.9% |
| 12M Rtn | 22.2% |
| 3Y Rtn | 131.5% |
| 1M Excs Rtn | 1.3% |
| 3M Excs Rtn | -0.5% |
| 6M Excs Rtn | 16.1% |
| 12M Excs Rtn | -0.9% |
| 3Y Excs Rtn | 54.3% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Foods & Sundries | 2,313 | 2,149 | 1,948 | 1,737 | 1,657 |
| Fresh Foods | 1,414 | 1,262 | 1,146 | 1,004 | 912 |
| Hardlines | 545 | 454 | 443 | 410 | 345 |
| Softlines | 257 | 231 | 227 | 176 | 147 |
| Food Service and Bakery | 211 | 174 | |||
| Membership income | 75 | 66 | 61 | 56 | 55 |
| Health Services | 44 | 31 | |||
| Export sales | 39 | 32 | 45 | 42 | 34 |
| Other revenue and income | 16 | 13 | 15 | 57 | 49 |
| Other Business | 180 | 140 | 131 | ||
| Total | 4,914 | 4,412 | 4,066 | 3,620 | 3,329 |
Price Behavior
Price Behavior
| Market Price | $161.57 | |
| Market Cap ($ Bil) | 4.9 | |
| First Trading Date | 09/02/1997 | |
| Distance from 52W High | -0.8% | |
| 50 Days | 200 Days | |
| DMA Price | $154.05 | $133.05 |
| DMA Trend | up | up |
| Distance from DMA | 4.9% | 21.4% |
| 3M | 1YR | |
| Volatility | 30.3% | 27.8% |
| Downside Capture | 118.13 | 52.38 |
| Upside Capture | 106.69 | 89.34 |
| Correlation (SPY) | 50.8% | 34.5% |
PSMT Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.08 | 0.99 | 0.86 | 0.69 | 0.67 | 0.61 |
| Up Beta | 1.33 | 1.29 | 1.45 | 1.16 | 0.95 | 0.72 |
| Down Beta | -4.47 | 0.37 | 0.31 | 0.51 | 0.35 | 0.25 |
| Up Capture | 56% | 89% | 91% | 83% | 76% | 54% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 24 | 37 | 71 | 140 | 400 |
| Down Capture | 254% | 115% | 64% | 32% | 55% | 84% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 19 | 27 | 53 | 111 | 351 |
[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 | |
|---|---|---|---|---|
| PSMT | 56.1% | 27.8% | 1.59 | - |
| Sector ETF (XLP) | 7.8% | 12.4% | 0.33 | 39.6% |
| Equity (SPY) | 25.0% | 12.1% | 1.55 | 34.4% |
| Gold (GLD) | 40.0% | 26.8% | 1.23 | 19.5% |
| Commodities (DBC) | 49.4% | 18.5% | 2.03 | -13.5% |
| Real Estate (VNQ) | 9.7% | 13.4% | 0.45 | 31.2% |
| Bitcoin (BTCUSD) | -25.6% | 41.9% | -0.59 | 14.4% |
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 | |
|---|---|---|---|---|
| PSMT | 15.4% | 27.9% | 0.52 | - |
| Sector ETF (XLP) | 7.1% | 13.2% | 0.32 | 38.8% |
| Equity (SPY) | 14.2% | 17.0% | 0.65 | 42.3% |
| Gold (GLD) | 19.3% | 18.0% | 0.87 | 13.5% |
| Commodities (DBC) | 11.0% | 19.4% | 0.45 | 11.1% |
| Real Estate (VNQ) | 4.0% | 18.8% | 0.11 | 38.8% |
| Bitcoin (BTCUSD) | 9.4% | 55.6% | 0.38 | 17.4% |
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 | |
|---|---|---|---|---|
| PSMT | 7.7% | 30.2% | 0.30 | - |
| Sector ETF (XLP) | 7.6% | 14.7% | 0.38 | 39.8% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 42.9% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 7.1% |
| Commodities (DBC) | 8.4% | 17.9% | 0.38 | 16.0% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 38.3% |
| Bitcoin (BTCUSD) | 67.2% | 66.9% | 1.06 | 10.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/8/2026 | 2.9% | -0.8% | -0.1% |
| 10/30/2025 | -6.5% | -4.5% | 1.9% |
| 7/14/2025 | -1.5% | 1.4% | 1.9% |
| 4/9/2025 | 7.0% | 7.5% | 21.8% |
| 1/8/2025 | -4.5% | -6.8% | 1.3% |
| 10/30/2024 | -7.0% | 3.0% | 0.5% |
| 7/10/2024 | 2.5% | 15.7% | 4.8% |
| 4/9/2024 | -3.1% | -5.9% | 4.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 12 | 13 |
| # Negative | 10 | 10 | 9 |
| Median Positive | 4.7% | 5.9% | 4.8% |
| Median Negative | -5.9% | -5.7% | -3.3% |
| Max Positive | 11.7% | 15.7% | 21.8% |
| Max Negative | -12.8% | -10.1% | -11.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 04/08/2026 | 10-Q |
| 11/30/2025 | 01/07/2026 | 10-Q |
| 08/31/2025 | 10/30/2025 | 10-K |
| 05/31/2025 | 07/10/2025 | 10-Q |
| 02/28/2025 | 04/09/2025 | 10-Q |
| 11/30/2024 | 01/08/2025 | 10-Q |
| 08/31/2024 | 10/30/2024 | 10-K |
| 05/31/2024 | 07/10/2024 | 10-Q |
| 02/29/2024 | 04/09/2024 | 10-Q |
| 11/30/2023 | 01/09/2024 | 10-Q |
| 08/31/2023 | 10/30/2023 | 10-K |
| 05/31/2023 | 07/10/2023 | 10-Q |
| 02/28/2023 | 04/10/2023 | 10-Q |
| 11/30/2022 | 01/09/2023 | 10-Q |
| 08/31/2022 | 10/31/2022 | 10-K |
| 05/31/2022 | 07/11/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Velasco, Francisco | EVP - CLO, CRCO | Direct | Sell | 5182026 | 158.56 | 338 | 53,593 | 11,996,491 | Form |
| 2 | Hanson, Gordon H | Direct | Sell | 5012026 | 157.60 | 635 | 100,076 | 1,284,282 | Form | |
| 3 | Price, Robert E | As co-manager of The Price Group LLC | Sell | 4242026 | 161.79 | 10,000 | 1,617,928 | 21,115,740 | Form | |
| 4 | Price, Robert E | As co-manager of The Price Group LLC | Sell | 4242026 | 159.60 | 10,000 | 1,595,956 | 22,424,937 | Form | |
| 5 | Velasco, Francisco | EVP - CLO, CRCO | Direct | Sell | 2132026 | 154.71 | 338 | 52,292 | 11,757,496 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.