Company
Costco
- Episodes
- 9
- Share
- 0.9%
- Shows
- 9
- Net sentiment
- +0.75
Down from 1.7% of episodes in the weeks before; net sentiment was +0.39.
Bullish 7Mixed 0Neutral 1Bearish 1
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Costco. Longest episodes first.
Bullish 7
- Guests regret selling early; private label and international growth proved far stronger than expected.The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses · Excess Returns · Oct 11
- Speakers regret selling it early; its moat and international growth were underestimated.Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · The 100 Year Thinkers: Long-Term Compounding in a Short-Term World · Oct 9
- Higher pay, low turnover and high renewal rates are cited as drivers of strong results.People First Isn’t a Slogan: What Compt, Buurtzorg & Costco Get Right · Collaborative-Culture · Oct 7
- Strong comps and share gains, though slower membership growth is a watch item.Costco Keeps on Growing, Kroger’s Loyalty Driver & Morrisons Locks It Up | GrocerTalk · Omni Talk Retail · Oct 6
- Long-term value-focused model with strong loyalty, operating efficiency and disciplined cash returns to shareholders.The CFO lessons behind Costco's long-term strategy · INTHEBLACK · Oct 6
- Sales reaccelerated in September and holiday season is a key period for the company.Retail Winners Emerge as Consumers Spend Carefully · Schwab Network · Oct 8
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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