Company
Costco
- Episodes
- 21
- Share
- 2.0%
- Shows
- 17
- Net sentiment
- +0.38
Bullish 9Mixed 4Neutral 5Bearish 3
The episodes that named it
Why each one was bullish, bearish or in between on Costco. Longest episodes first.
Bullish 9
- Beat estimates with strong comps, though membership growth and renewals are watched closely.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- Paying employees above peers appears to have produced superior long-term shareholder returns.The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? · Two Quants and a Financial Planner · Sep 21
- Reported an earnings beat despite slowing membership growth.10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 · Squawk on the Street · Sep 25
- Nationwide delivery via DoorDash and Uber Eats expands reach to its members.Walmart+ Fuels Up, Costco Goes On-Demand & Toys R Is Back (Again) | Fast Five · Omni Talk Retail · Sep 23
- Hosts praise its membership model, Kirkland brand scale, quality control and employee pay as strengths.Costco Nation | #410 · Faith and Economics · Sep 21
- CAGR a 10 años de 20.8% y resiliencia defensiva en recesiones.El motor matemático de los inversores profesionales · Café y Finanzas - By Rancel Solutions · Sep 21
Show 3 moreShow fewer
- Solid quarter with strong sales, membership renewals and EPS growth above expectations.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
- Membership model and 100% traceable transactions give retail media a strong, loyal base.Costco’s Mark Williamson on Retail Media Membership and the Rise of AI Shopping Agents | Groceryshop 2026 · Omni Talk Retail · Sep 22
- Earnings beat with 9.4% comparable sales growth and strong membership fee income.Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation · The Rundown · Sep 25
Bearish 3
- Membership growth slowed over three quarters and margins are being passed back to customers.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Trades well above Morningstar's fair value estimate despite strong growth forecasts.4 Stocks to Buy Before They Bounce Back · The Morning Filter · Sep 21
- Strong earnings but shares down about 20% as premium multiples compressed.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
Mixed 4
- Resilient membership model but slowing growth and elevated valuation.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Partnering with DoorDash and Uber Eats may dilute membership value despite value-driven demand.Costco Hands Off Delivery as Kroger Bets on AI · RETHINK RETAIL · Sep 25
- Revenue and EPS grew solidly, but the stock barely moved and comp growth is expected to normalize.Costco (COST): Weaponizing a $184M government refund [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Using a 184 million dollar tariff refund to cut prices, which may pressure competitors but relies on one-time cash.Daily Earnings: Retailers weaponize tariff checks | COST, CBRL, GIS | Sep 24 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
Neutral 5
- Former managing director says Costco's New Zealand expansion will continue despite policy debate.Full Show Podcast: 21 September 2026 · Heather du Plessis-Allan Drive · Sep 21
- Mentioned as a budget-friendly shopping option with good deals.Affordable Healthy Swaps, GLP-1s, Hot New Wellness Brands & Is Target The Next Whole Foods? | Hunter Stoler · The Art of Being Well · Sep 21
- Co-branded card used for heavy grocery and warehouse spending.Ten Credit Cards, One Strategy: Which Annual Fees Are Worth Paying · Smart Travel: Upgrade Your Getaways · Sep 23
- Unique membership model but still a rich multiple, so the speaker stays out.Billion Dollar Fund Manager is Getting Defensive- Here Are 10 Stocks He Still Likes · In the Money with Amber Kanwar · Sep 24
- Mentioned as a retailer that disrupted Walmart's growth through a leaner model.Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · FYI - For Your Innovation · Sep 24
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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