COST
3 tracked calls · 2 long · 1 short · last 90d: 1L/1S
first called by TBPN 3mo ago
SHORT1mo ago
“Is this not just the World Cup? … Is this not just a fleet of foreigners have entered America for the World Cup and they're going to Costco?”ThreadGuy
Costco may be acquiring new customers but the run looks topped and World Cup may explain it
COSTSHORT@ $939.88
$943.24-0.36%
since call Jun 25
peak +4.2%
LONG1mo ago
“Costco grew as a limited SKU membership model … that's what makes that shocking value that makes the renewal rates 92% at Costco…”The Real Eisman Playbook · Greg Melich
Costco's limited-SKU membership model with 92% renewals is a durable moat vs Amazon and Walmart
COSTLONG@ $948.75
$943.24-0.58%
since call Jun 22
peak +3.4%
LONG3mo ago
“Costco's up like 25-fold … They either had something that was infrastructure-like— groceries— or had a great value proposition, really understood their customers.”TBPN
Costco compounded ~25x surviving e-commerce by being infrastructure-like with a strong value prop
COSTLONG@ $998.59
$943.24-5.54%
since call Apr 28