Q: Do you know what % of the companies sales come from Costco? I understand they are finished a $1B capital spend having expanded production facilities in the US. I know they are on the cusp of large anticipated cash flow increases from the expansion. Will producing there largely shield them from tariffs? Would you buy it now? What are the risks? Debt? Thank you.
5i Research Answer:
The company has not directly reported exposure, but its sales exposure to Costco is less than 5%...
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in COST.