conversations
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[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company When did Costco Wholesale Corporation begin its operations?"
},
{
"from": "gpt",
"value": "Costco Wholesale Corporation began its operations in 1983."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company In which city and state did Costco originally start its business?"
},
{
"from": "gpt",
"value": "Costco originally started its business in Seattle, Washington."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the primary business model of Costco Wholesale Corporation?"
},
{
"from": "gpt",
"value": "The primary business model of Costco Wholesale Corporation is the operation of membership warehouses."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many warehouses did Costco operate worldwide as of September 3, 2023?"
},
{
"from": "gpt",
"value": "As of September 3, 2023, Costco operated 861 warehouses worldwide."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the trading symbol for Costco's common stock on the NASDAQ Global Select Market?"
},
{
"from": "gpt",
"value": "The trading symbol for Costco's common stock on the NASDAQ Global Select Market is 'COST'."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How is Costco's fiscal year structured?"
},
{
"from": "gpt",
"value": "Costco's fiscal year consists of a 52/53-week period, ending on the Sunday nearest the end of August, and includes thirteen four-week periods."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is Costco's policy on inventories?"
},
{
"from": "gpt",
"value": "Costco often sells inventory before it is required to pay for it, and takes advantage of early payment discounts."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How does Costco handle freight and shipments from suppliers?"
},
{
"from": "gpt",
"value": "Costco receives large shipments from suppliers at depots and quickly ships them to warehouses, creating freight volume and handling efficiencies."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the average size of a Costco warehouse?"
},
{
"from": "gpt",
"value": "The average size of a Costco warehouse is approximately 147,000 square feet."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How does Costco manage labor costs in its warehouse operations?"
},
{
"from": "gpt",
"value": "Costco manages labor costs by operating on a shorter hourly week compared to many retailers and reducing labor through the display of merchandise."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What types of payments does Costco accept at its warehouses?"
},
{
"from": "gpt",
"value": "Costco accepts credit cards, debit cards, cash, checks, Executive member 2% reward certificates, co-brand cardholder rebates, and its proprietary stored-value card at its warehouses."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the renewal rate for Costco memberships in the U.S. and Canada at the end of 2023?"
},
{
"from": "gpt",
"value": "The renewal rate for Costco memberships in the U.S. and Canada at the end of 2023 was 92.7%."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many total paid cardholders did Costco have in 2023?"
},
{
"from": "gpt",
"value": "In 2023, Costco had 127,900 total cardholders."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many gas stations did Costco operate at the end of 2023?"
},
{
"from": "gpt",
"value": "Costco operated 692 gas stations at the end of 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What percentage of total net sales did Costco's e-commerce operations represent in 2023?"
},
{
"from": "gpt",
"value": "Costco's e-commerce operations represented approximately 6% of total net sales in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What percentage of worldwide net sales were represented by executive members in 2023?"
},
{
"from": "gpt",
"value": "Executive members represented approximately 72.8% of worldwide net sales in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the fundamental obligation mentioned in the company's Code of Ethics regarding employees?"
},
{
"from": "gpt",
"value": "The company's Code of Ethics requires that they \"Take Care of Our Employees,\" which is fundamental to the obligation to \"Take Care of Our Members.\""
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company After the cost of merchandise, what is the largest expense for the company?"
},
{
"from": "gpt",
"value": "Compensation and benefits for employees is the largest expense after the cost of merchandise for the company."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many employees did the company have at the end of 2023, and what percentages worked in membership warehouses, distribution channels, and were represented by unions?"
},
{
"from": "gpt",
"value": "At the end of 2023, the company employed 316,000 employees worldwide. Approximately 95% are employed in membership warehouses and distribution channels, while approximately 5% are represented by unions."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many hourly employees completed the supervisor in training programs in 2023?"
},
{
"from": "gpt",
"value": "In 2023, over 7,800 hourly employees completed the 6-week supervisor in training programs."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the starting wage for all entry-level positions in the U.S. as of September 2023?"
},
{
"from": "gpt",
"value": "In September of 2023, the starting wage for all entry-level positions in the U.S. was increased to at least $18.50."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the primary competitive factors for the company in its industry?"
},
{
"from": "gpt",
"value": "The primary competitive factors for the company in its industry include price, merchandise quality and selection, location, convenience, distribution strategy, and customer service."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What does the company believe adds significant value to its business regarding intellectual property?"
},
{
"from": "gpt",
"value": "The company believes that trademarks, trade names, copyrights, proprietary processes, trade secrets, trade dress, domain names, and similar intellectual property add significant value to its business."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company Where can an individual obtain copies of the code of ethics for senior financial officers?"
},
{
"from": "gpt",
"value": "Copies of the code of ethics for senior financial officers can be obtained free of charge by writing to Secretary, Costco Wholesale Corporation, 999 Lake Drive, Issaquah, WA 98027."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What significant roles did W. Craig Jelinek hold before becoming CEO?"
},
{
"from": "gpt",
"value": "Before becoming CEO, W. Craig Jelinek was President and Chief Operating Officer from February 2010 to December 2011 and Executive Vice President, Chief Operating Officer, Merchandising since 2004."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many employees were there in the United States segment in 2023?"
},
{
"from": "gpt",
"value": "In 2023, there were 208,000 employees in the United States segment."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What percentage of the company's U.S. employees had a retention rate of approximately 90% in 2023?"
},
{
"from": "gpt",
"value": "In 2023, approximately 90% of the company's U.S. employees who have been with the company for at least one year had a retention rate of about 90%."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What additional benefits were expanded in the U.S. in 2023?"
},
{
"from": "gpt",
"value": "In 2023, additional mental health support for children and adults was expanded at little to no cost to U.S. employees."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company Who is the Chief Financial Officer and since when?"
},
{
"from": "gpt",
"value": "Richard A. Galanti is the Executive Vice President and Chief Financial Officer, and he has been in this role since 1993."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What percentage of Costco's employee base was full-time in 2023?"
},
{
"from": "gpt",
"value": "In 2023, Costco targeted that at least 50% of its employee base be full-time employees."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company Which section of the report discusses Legal Proceedings?"
},
{
"from": "gpt",
"value": "Legal Proceedings are discussed in Note 10 to the consolidated financial statements included in Item 8 of the report."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company Where can one find the details pertaining to Legal Proceedings in the report?"
},
{
"from": "gpt",
"value": "Details pertaining to Legal Proceedings can be found in Note 10 to the consolidated financial statements included in Item 8 of the report."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What does Item 3 of the report refer to?"
},
{
"from": "gpt",
"value": "Item 3 of the report refers to Legal Proceedings."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company In which item is Note 10, discussing Legal Proceedings, included?"
},
{
"from": "gpt",
"value": "Note 10 discussing Legal Proceedings is included in Item 8 of the report."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What do Note 10 and Item 8 of the report encompass?"
},
{
"from": "gpt",
"value": "Note 10 and Item 8 of the report encompass the discussion of Legal Proceedings."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the title of Item 6 in the text?"
},
{
"from": "gpt",
"value": "Reserved"
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the role of Management's Discussion and Analysis of Financial Condition and Results of Operations (MD&A) in the financial reporting of a company?"
},
{
"from": "gpt",
"value": "The role of MD&A is to promote understanding of the company's results of operations and financial condition by providing supplemental information that should be read in conjunction with the consolidated financial statements"
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the key elements included in net sales according to the Management's Discussion and Analysis?"
},
{
"from": "gpt",
"value": "Net sales includes core merchandise categories like foods and sundries, non-foods, and fresh foods, as well as warehouse ancillary services such as gasoline, pharmacy, optical, food court, hearing aids, and tire installation, and other businesses like e-commerce, business centers, and travel."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How is comparable sales defined and what does it measure?"
},
{
"from": "gpt",
"value": "Comparable sales is defined as net sales from warehouses open for more than one year, including remodels, relocations and expansions, and sales related to e-commerce websites operating for more than one year. It measures sales growth by comparing the current sales to those from the same period in the previous year."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What factors particularly influence sales comparisons and comparable sales growth according to the annual report?"
},
{
"from": "gpt",
"value": "Sales comparisons and comparable sales growth are particularly influenced by fluctuations in currency exchange rates, inflation or deflation, changes in the cost of gasoline, and associated competitive conditions."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How are merchandise costs and gross margins impacted according to the 2023 annual report?"
},
{
"from": "gpt",
"value": "Merchandise costs in 2023 were impacted by inflation, however at a lower rate than in 2022. The impact to net sales and gross margin is influenced partly by the company's merchandising and pricing strategies in response to these cost increases."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the significance of the gasoline business to the company's warehouse traffic and profitability?"
},
{
"from": "gpt",
"value": "The gasoline business enhances traffic in the company's warehouses but generally has a lower gross margin percentage and lower SG&A expense, relative to non-gasoline businesses. A higher penetration of gasoline sales generally lowers the gross margin percentage."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How does the company's membership format affect its profitability?"
},
{
"from": "gpt",
"value": "The membership format significantly affects the company's profitability by reinforcing member loyalty and providing continuing fee revenue. The growth in the membership base, increased penetration of Executive members, and high renewal rates are key drivers of profitability."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the effective tax rate in 2023?"
},
{
"from": "gpt",
"value": "The effective tax rate in 2023 was 25.9%."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company By what percentage did net income increase in 2023 compared to 2022?"
},
{
"from": "gpt",
"value": "Net income increased by 8% in 2023 compared to 2022."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the gross margin percentage in 2023?"
},
{
"from": "gpt",
"value": "The gross margin percentage in 2023 was 10.57%."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What amount did the Board of Directors authorize for the new share repurchase program in January 2023?"
},
{
"from": "gpt",
"value": "The Board of Directors authorized a new share repurchase program in the amount of $4,000 in January 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How much did net sales increase by in 2023?"
},
{
"from": "gpt",
"value": "Net sales increased by $14,980 in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What change occurred in the quarterly cash dividend in April 2023?"
},
{
"from": "gpt",
"value": "The quarterly cash dividend increased by 13% in April 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company By how much did membership fees increase in 2023?"
},
{
"from": "gpt",
"value": "Membership fees increased by 8% in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What changes impacted gross margin percentage in 2023?"
},
{
"from": "gpt",
"value": "In 2023, gross margin percentage was positively impacted by a smaller LIFO charge and increases in core merchandise categories, but negatively impacted by downsizing and discontinuation of charter shipping activities, increased 2% rewards, and changes in warehouse ancillary and other businesses."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the change in total company comparable sales in 2023?"
},
{
"from": "gpt",
"value": "Total company comparable sales increased by 3% in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the percentage increase in e-commerce sales comparable excluding the impact of changes in foreign-currency and gasoline prices in 2023?"
},
{
"from": "gpt",
"value": "E-commerce sales comparable excluding the impact of changes in foreign-currency and gasoline prices decreased by 5% in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How did SG&A expenses as a percentage of net sales change in 2023 compared to 2022?"
},
{
"from": "gpt",
"value": "SG&A expenses as a percentage of net sales increased by 20 basis points in 2023 compared to 2022."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the main reason for the increase in interest income in 2023?"
},
{
"from": "gpt",
"value": "The increase in interest income in 2023 was due to higher global interest rates and higher average cash and investment balances."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the overall impact of foreign currencies on net sales in 2023?"
},
{
"from": "gpt",
"value": "Changes in foreign currencies relative to the U.S. dollar negatively impacted net sales by approximately $3,484 in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How did lower gasoline prices affect net sales in 2023?"
},
{
"from": "gpt",
"value": "Lower gasoline prices negatively impacted net sales by $1,592 in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the effective tax rate excluding discrete net tax benefits for the year 2022?"
},
{
"from": "gpt",
"value": "The effective tax rate excluding discrete net tax benefits for the year 2022 was 26.2%."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What caused the effective tax rate for 2022 to be impacted?"
},
{
"from": "gpt",
"value": "The effective tax rate for 2022 was impacted by net discrete tax benefits of $130, primarily related to excess tax benefits from stock compensation."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How much net cash was provided by operating activities in 2023?"
},
{
"from": "gpt",
"value": "Net cash provided by operating activities in 2023 amounted to $11,068."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What were the net cash used in investing activities for the year 2023?"
},
{
"from": "gpt",
"value": "The net cash used in investing activities for the year 2023 was $4,972."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How has the change in foreign exchange rates affected cash and cash equivalents in 2023 and 2021?"
},
{
"from": "gpt",
"value": "In 2023, changes in foreign exchange rates impacted cash and cash equivalents positively by $15, and negatively by $249 in 2022."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What amount did cash dividends declared total per share in 2023?"
},
{
"from": "gpt",
"value": "Cash dividends declared in 2023 totaled $3.84 per share."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many warehouses were opened in 2023 and what is the plan for 2024?"
},
{
"from": "gpt",
"value": "26 new warehouses were opened in 2023, and there is a plan to open up to 28 additional new warehouses in 2024."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the remaining amount available to be purchased under the share repurchase program by the end of 2023?"
},
{
"from": "gpt",
"value": "The remaining amount available to be purchased under the share repurchase program was $3,563 by the end of 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What total amount was spent on capital expenditures in 2023, and what is the planned expenditure for 2024?"
},
{
"from": "gpt",
"value": "In 2023, $4,323 was spent on capital expenditures, and the planned expenditure for 2024 is between $4,400 to $4,600."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What were the critical accounting estimates based on?"
},
{
"from": "gpt",
"value": "The critical accounting estimates were based on historical experience and on assumptions deemed to be reasonable."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What strategy is used for managing risks related to insurance claims?"
},
{
"from": "gpt",
"value": "The company uses self-insurance for certain risks and has a wholly-owned captive insurance subsidiary and participates in a reinsurance program to manage risks related to insurance claims."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the impact of the changes in foreign exchange rates on cash and cash equivalents in 2022?"
},
{
"from": "gpt",
"value": "Changes in foreign exchange rates impacted cash and cash equivalents negatively by $249 in 2022."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How many shares were repurchased in 2023 and at what average price?"
},
{
"from": "gpt",
"value": "1,341,000 shares were repurchased in 2023 at an average price of $504.68."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the net cash used in financing activities in 2023 and how does it compare to 2022?"
},
{
"from": "gpt",
"value": "Net cash used in financing activities was $2,614 in 2023, compared to $4,283 in 2022."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the opinion of the independent registered public accounting firm on Costco Wholesale Corporation's consolidated financial statements for the year ended September 3, 2023?"
},
{
"from": "gpt",
"value": "The independent registered public accounting firm, KPMG LLP, expressed an unqualified opinion on the consolidated financial statements, indicating that they present fairly, in all material respects, the financial position and results of operations in conformity with U.S. generally accepted accounting principles."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How long has KPMG LLP served as the auditor for Costco Wholesale Corporation by October 10, 2023?"
},
{
"from": "gpt",
"value": "KPMG LLP has served as the auditor for Costco Wholesale Corporation since 2002."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the total net sales reported by Costco Wholesale Corporation for the 53-week period ended September 3, 2023?"
},
{
"from": "gpt",
"value": "Costco Wholesale Corporation reported total net sales of $237,710 million for the 53-week period ended September 3, 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the total revenue reported by Costco Wholesale Corporation for the fiscal year ending September 3, 2023?"
},
{
"from": "gpt",
"value": "The total revenue reported by Costco Wholesale Corporation for the fiscal year ending September 3, 2023 was $242,290 million."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How much was Costco's interest expense for the 53 weeks ended September 3, 2023?"
},
{
"from": "gpt",
"value": "Costco's interest expense for the 53 weeks ended September 3, 2023 was $160 million."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the net income per diluted common share for Costco for the fiscal year ending August 29, 2021?"
},
{
"from": "gpt",
"value": "The net income per diluted common share for Costco for the fiscal year ending August 29, 2021 was $11.27."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How much did the stock-based compensation cost for Costco in the fiscal year ending on September 3, 2023?"
},
{
"from": "gpt",
"value": "The stock-based compensation for Costco in the fiscal year ending on September 3, 2023, was 778 million dollars."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the balance of net cash used in financing activities for Costco for the 52 weeks ended August 28, 2022?"
},
{
"from": "gpt",
"value": "The balance of net cash used in financing activities for Costco for the 52 weeks ended August 28, 2022, was 4,283 million dollars."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What were the major changes in cash flows from operating activities for Costco from the fiscal year 2021 to 2023?"
},
{
"from": "gpt",
"value": "The net cash provided by operating activities increased from 8,958 million dollars in the fiscal year ending August 29, 2021, to 11,068 million dollars in the fiscal year ending September 3, 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How does the company classify its short-term investments?"
},
{
"from": "gpt",
"value": "The company classifies its short-term investments based on their maturities and liquidity. Investments with maturities of three months to five years are generally considered short-term, especially if they are highly liquid and represent the investment of cash available for current operations. Investments that may have maturities beyond five years can also be classified as short-term if they're considered highly liquid and are intended for current operations."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What methodology does the company use to value its merchandise inventories in the United States and Canada?"
},
{
"from": "gpt",
"value": "In the United States, merchandise inventories are valued using the last-in, first-out (LIFO) method while in Canada, merchandise inventories are predominantly valued using the first-in, first-out (FIFO) basis."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What determines the fair value of available-for-sale short-term investments?"
},
{
"from": "gpt",
"value": "The fair value of available-for-sale short-term investments is determined primarily by changes in interest rates and market liquidity."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the estimated useful lives of the buildings and improvements according to the company's financial documents for 2023?"
},
{
"from": "gpt",
"value": "The estimated useful lives of the buildings and improvements are between 5 to 50 years."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What total amount did the company recognize as impairment charges for property and equipment in 2023?"
},
{
"from": "gpt",
"value": "The company recognized immaterial impairment charges for property and equipment in 2023."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What options does the company have at the end of the lease term for their leased properties?"
},
{
"from": "gpt",
"value": "At the end of the lease term, the company has options to renew the lease, purchase the property, or exercise a right of first refusal if there's a third-party offer."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What type of contracts does the company use to mitigate the fluctuation risks in energy prices, particularly electricity and natural gas?"
},
{
"from": "gpt",
"value": "The company uses fixed-price contracts for certain of its warehouses and other facilities to mitigate the fluctuation risks in energy prices, particularly electricity and natural gas."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How are revenues and expenses of the company's consolidated foreign operations calculated?"
},
{
"from": "gpt",
"value": "Revenues and expenses of the company's consolidated foreign operations are translated at average exchange rates prevailing during the year."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the unrealized gains or losses on unsettled forward foreign-exchange contracts reported as in 2023, 2022, and 2021?"
},
{
"from": "gpt",
"value": "The unrealized gains or losses on unsettled forward foreign-exchange contracts were immaterial in 2023, 2022, and 2021."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What determines the recording of the benefits of uncertain tax positions in the Company's financial statements?"
},
{
"from": "gpt",
"value": "The benefits of uncertain tax positions are recorded in the Company's consolidated financial statements only after determining that there is a more-likely-than-not probability that the uncertain tax positions will withstand challenges from tax authorities."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company How are the government and agency securities classified in the Company's investments for 2023?"
},
{
"from": "gpt",
"value": "In 2023, the government and agency securities are classified as available-for-sale."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What did the Company do with the repurchased shares of common stock?"
},
{
"from": "gpt",
"value": "Repurchased shares of common stock are retired in accordance with the Washington Business Corporation Act."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the average remaining lease term for operating leases as reported?"
},
{
"from": "gpt",
"value": "The average remaining lease term for operating leases is 20 years."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What was the total cost of shares repurchased by the company in 2023?"
},
{
"from": "gpt",
"value": "The total cost of shares repurchased by the company in 2023 was $677 million."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the net deferred tax liabilities for the company at the end of 2023?"
},
{
"from": "gpt",
"value": "The net deferred tax liabilities for the company at the end of 2023 is $304."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What is the total unrecognized tax benefit at the end of 2023?"
},
{
"from": "gpt",
"value": "The total unrecognized tax benefit at the end of 2023 is $16."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What specific actions were initiated by employees against Costco in the Nevarez v. Costco Wholesale Corp. case?"
},
{
"from": "gpt",
"value": "Employees filed claims for failure to pay overtime, to provide meal and rest periods and itemized wage statements, to timely pay wages due to terminating employees, to pay minimum wages, and for engaging in unfair business practices."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company When and why was the Nevarez v. Costco Wholesale Corp. class action case remanded to state court?"
},
{
"from": "gpt",
"value": "The case was remanded to state court in January 2020 after the plaintiffs dismissed their Labor Code claims without prejudice."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What are the main types of operations the Company is engaged in?"
},
{
"from": "gpt",
"value": "The Company is primarily engaged in operating membership warehouses."
}
] |
[
{
"from": "human",
"value": "You are a SEC 10-K Report Analyst for different companies. Write a response that correctly answers the question.\nInput:\nWith respect to COST company What method does the Company use to organize its reportable segments?"
},
{
"from": "gpt",
"value": "The Company organizes its reportable segments based on management’s organization of the operating segments for operational decisions and assessments of financial performance, which considers geographic locations."
}
] |
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