Geopolitics Alpha

Costco earnings beat expectations, thanks to tariff refunds

Published . Updated .

Tariff refunds helped deliver a profit beat during Costco’s fourth quarter.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

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  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

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USO———————
XOM———————
CVX———————
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Tariff refunds helped deliver a profit beat during Costco’s fourth quarter.

Source: MarketWatch

Price since this story was published: Wisdomtree India Earnings Fund Etf (EPI)

Since the first closing price after “Costco earnings beat expectations, thanks to tariff refunds,” Wisdomtree India Earnings Fund Etf (EPI) is -1.65%. The S&P 500 fund (SPY) is -0.62% over the same days, a -1.04% difference versus the market.

EPI
SPY

Who is named in “Costco earnings beat expectations, thanks to tariff refunds”

Companies carried with this story

  • EPI Wisdomtree India Earnings Fund Etf

    In “Costco earnings beat expectations, thanks to tariff refunds,” Wisdomtree India Earnings Fund Etf (EPI) is linked, with no stored direction, medium confidence. Reason on file: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Costco earnings beat expectations, thanks to tariff refunds” reaches Wisdomtree India Earnings Fund Etf (EPI)

Wisdomtree India Earnings Fund Etf (EPI) is the company in “Costco earnings beat expectations, thanks to tariff refunds,” the 24 Sep 2026 this story story.

The link for Wisdomtree India Earnings Fund Etf (EPI) is this: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Wisdomtree India Earnings Fund Etf (EPI) price range

EPI traded between 39.37 and 42.06 across 20 sessions. The latest close on file is 41.09.

What the saved facts support for Wisdomtree India Earnings Fund Etf (EPI)

14 out of 100

“Costco earnings beat expectations, thanks to tariff refunds” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.