Company
Costco
- Episodes
- 15
- Share
- 1.4%
- Shows
- 15
- Net sentiment
- +0.42
Down from 2.0% of episodes in the weeks before; net sentiment was +0.38.
Bullish 6Mixed 5Neutral 3Bearish 1
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Costco. Longest episodes first.
Bullish 6
- Holding the $1.50 hot dog price builds trust that acts as free marketing and a durable moat.Inverting Quality: Studying the Exceptions of the Most Obsessive Operators with Sean Iddings · The Art of Quality · Oct 4
- Net sales up 11% with strong comparable growth and digital gains.Seth Godin: Solving the Unsolvable, Plus Costco Surges & the AI Backlash · Remarkable Retail Podcast · Sep 29
- Membership-driven flywheel with over 90% renewals and strong growth makes it highly durable.Tier Ranking 12 Discount Retail Stocks From Best to Worst · The Canadian Investor · Sep 28
- Strong online growth, beloved brand, and generous return policy drive consumer loyalty.Costco's $33B Online Lesson, Toys R Us Returns and Best Buy on TikTok Shop | Five Things Friday US, Week 40 · The Retail Podcast · Sep 30
- Passing tariff refunds to members through price cuts is seen as customer-friendly.Is Walmart Lying to Us? · Clownfish TV Podcasts · Oct 1
- Beat estimates with record fuel penetration, strong comps and continued warehouse expansion.Commerce Riff with Sri & PVSB - September 29, 2026 · The CPG Guys · Sep 30
Mixed 5
- Strong fundamentals but the stock is seen as overvalued at a premium price.4 Stocks to Buy Before They Rise Further · The Morning Filter · Sep 28
- Pricing power is valued, though recent performance has been uneven.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Strong business model, but a 45x trailing P/E leaves little margin for error.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Strong sales and digital growth, but tariff-refund boost and slowing membership growth complicate outlook.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
- Quarterly profit beat was helped by tariff refunds, prompting cautious investor reaction.The Daily Allocator: Boeing's landing-software flaw, Northern Star says no, and futures turn lower · The Angus Briefing · Sep 28
Neutral 3
- Scale-economy model that Walmart's approach resembles; cited as a low-cost competitor.TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 1
- Expanding delivery to Uber Eats and DoorDash after losing Instacart exclusivity.Take Pictures Of Your Cat For Uber Money and Uber Updates And Hard Truths · The GIG Economy Podcast · Sep 28
- Hosts joke about Kirkland brand products bought at Costco.Pineapple Hill Saloon Fights to Stay in Sherman Oaks · Tim Conway Jr. on Demand · Oct 2
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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