Analysts Forecast 11% Growth Potential for SUSA
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 18 2025
0mins
Should l Buy COST?
Source: NASDAQ.COM
ETF Performance Analysis: The iShares ESG Optimized MSCI USA ETF (SUSA) has an implied analyst target price of $144.73, indicating a potential upside of 10.77% from its current trading price of $130.66.
Notable Holdings with Upside: Key underlying holdings in SUSA include Molina Healthcare Inc (MOH), Cisco Systems Inc (CSCO), and Costco Wholesale Corp (COST), each showing significant upside potential based on analyst target prices.
Analyst Target Comparisons: MOH's average target is $195.36 (16.64% upside), CSCO's is $75.06 (13.38% upside), and COST's is $1092.44 (12.39% upside) compared to their recent trading prices.
Investor Considerations: Questions arise regarding the validity of analysts' targets and whether they reflect realistic expectations or are overly optimistic, necessitating further research by investors.
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Analyst Views on COST
Wall Street analysts forecast COST stock price to rise
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 995.750
Low
769.00
Averages
1061
High
1205
Current: 995.750
Low
769.00
Averages
1061
High
1205
About COST
Costco Wholesale Corporation (Costco) operates membership warehouses and e-commerce sites that offer a selection of nationally branded and private-label products in a wide range of categories. The Company buys the majority of its merchandise directly from suppliers and route it to cross-docking consolidation points (depots) or directly to its warehouses. It operates 891 warehouses, including 614 in the United States and Puerto Rico, 108 in Canada, 40 in Mexico, 35 in Japan, 29 in the United Kingdom, 19 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, two in France, and one each in Iceland, New Zealand and Sweden. It also operates e-commerce sites in the United States, Canada, the United Kingdom, Mexico, Korea, Taiwan, Japan and Australia. The Company provides wide selection of merchandise, plus the convenience of specialty departments and exclusive member services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Comparable Sales Performance: During the same period, total comparable sales rose by 11.6%, while excluding the effects of gasoline prices and foreign exchange, the growth was 7.8%, demonstrating robust growth in core operations.
- Impact of Shopping Days: The calendar shift of Easter provided one additional shopping day in April compared to last year, positively impacting total and comparable sales by approximately 1.5% to 2%, further enhancing performance.
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- Sales Growth: Costco reported net sales of $23.92 billion for the four weeks ending May 3, 2026, marking a 13% increase from $21.18 billion last year, indicating strong market demand and a recovery in consumer confidence.
- Comparable Sales Performance: During the same period, total comparable sales rose by 11.6%, while excluding the effects of gasoline prices and foreign exchange, the growth was 7.8%, demonstrating robust growth in core operations.
- Impact of Shopping Days: The calendar shift of Easter provided one additional shopping day in April compared to last year, positively impacting total and comparable sales by approximately 1.5% to 2%, further enhancing performance.
- Year-to-Date Sales Data: For the first 35 weeks, net sales reached $197.18 billion, a 9.5% increase from $180.05 billion last year, reflecting the company's competitiveness in a continuously growing retail environment.
See More
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- Enhanced Monitoring: The CDC is closely monitoring the hantavirus outbreak on the luxury cruise ship MV Hondius, where three passengers have died, including a Dutch couple and a German national, highlighting the outbreak's severity.
- Suspected Infections: According to the World Health Organization, eight individuals, including a Swiss citizen, are suspected of contracting the hantavirus, raising widespread concern about potential virus transmission and its impact on cruise tourism safety.
- Coordinated Government Response: The U.S. Department of State is leading a whole-of-government response that includes direct contact with passengers, diplomatic coordination, and engagement with domestic and international health authorities, aiming to effectively address the outbreak and protect public health.
- Expanded Monitoring: Residents in at least three U.S. states are being monitored for potential hantavirus infections, although no signs of illness have been reported, indicating that the risk of virus transmission still requires ongoing vigilance.
See More
Costco Continues to Win the Inflation Battle
- Strong Sales Growth: Costco reported a sales increase of 13% to $23.92 billion for April, reflecting continued consumer preference for value offerings, particularly amid rising gas prices, which solidifies its market position.
- Membership Renewal Concerns: Despite strong sales, declining membership renewal rates have captured market attention, with updates expected in the fiscal Q3 report on May 28, indicating that online sign-ups renew at lower rates than in-store shoppers, potentially impacting future revenue.
- Increased Traffic: Total traffic in Costco warehouses rose 4.2% year-over-year, with U.S. traffic up 3.8%, and average transaction values increased by 7.1%, demonstrating strong consumer demand for discounted products, which drives overall sales growth.
- Special Dividend Potential: Analysts suggest Costco may issue a special dividend in the future, given its cash reserves exceeding $17 billion, with a historical pattern of issuing special dividends every 2.5 to 3 years, further attracting investor interest in its long-term value.
See More
Clorox Boosts Dividend for 48th Year, Yield Hits Multi-Decade High
- Dividend Growth Commitment: Clorox successfully raised its dividend for the 48th consecutive year last July, and despite market challenges, it is on track to achieve the milestone of becoming a Dividend King by 2027, demonstrating the company's long-term commitment to shareholders.
- Market Share Pressure: Although private labels like Costco's Kirkland Signature and Walmart's Great Value are gaining traction, Clorox's CEO noted that private label market share remained flat in the quarter, indicating that consumers still prefer high-quality brands, which provides Clorox with competitive opportunities.
- Sales Forecast Downgrade: Clorox now forecasts a 9% decline in organic sales for fiscal 2026, down from the previous guidance of 5% to 9%, reflecting the operational challenges faced amid intense competition and promotional pressures.
- ERP System Upgrade: Clorox completed a $580 million ERP system upgrade, which, despite being a complex transition affecting the supply chain, is expected to enhance overall operational efficiency and lay the groundwork for future business growth.
See More
Top Consumer Stocks to Buy in 2026: Walmart and Others
- Walmart's Financial Performance: In fiscal year 2026, Walmart achieved a 4.7% increase in overall revenue, totaling $713 billion, with its global advertising business growing by 46% to $6.4 billion, demonstrating strong growth potential even during economic downturns.
- Costco's Membership Model: Costco boasts a renewal rate exceeding 90% among its members, with digital sales growing 22.6% in the most recent quarter, providing a solid foundation for continued growth, alongside plans to open 28 new locations this year.
- PepsiCo's Strategic Adjustments: PepsiCo has lowered prices on many products by up to 15% under pressure from activist investors, while maintaining a dividend yield of 3.61%, reflecting its commitment to regaining customer loyalty in a competitive market.
- Constellation Brands' Potential: Despite facing challenges, Constellation Brands generated $1.8 billion in free cash flow in fiscal year 2026 and repurchased about $1 billion in shares, indicating growth potential in the premium beer sector, which has attracted the attention of renowned investor Warren Buffett.
See More
Walmart's Advertising Business Grows 46% in FY 2026
- Walmart's Financial Performance: In fiscal year 2026, Walmart reported a 4.7% increase in overall revenue to $713 billion, demonstrating resilience and growth potential amid economic uncertainty, particularly highlighted by a 46% surge in its global advertising business to $6.4 billion.
- Dividend Growth: Walmart raised its quarterly dividend to $0.2475 per share, equating to an annual dividend of $0.99, marking the 53rd consecutive year of increases, which reflects strong cash flow and commitment to shareholders, thereby boosting investor confidence.
- PepsiCo's Market Strategy: PepsiCo has lowered prices on many products by up to 15% in fiscal year 2026 to attract customers, a risky move that appears to be paying off as indicated by positive results in its latest quarterly earnings, showcasing its adaptability in a competitive market.
- Constellation Brands Investment Dynamics: Warren Buffett increased Berkshire Hathaway's stake in Constellation Brands before retiring, highlighting the company's growth potential in the premium beer sector despite challenges, with its stock being reasonably priced and poised for future growth.
See More
