Costco
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 8, 2025 by Adam Parker · said 10 times in 6 episodes since 2024 · across every show →
Mentions by year
brought up most by Dmitry Shevelenko (4), Stephanie Link (1), Ryan Petersen (1), Ryan Broderick (1), Jim Cramer (1), Alex Kantrowitz (1), Adam Parker (1)
tap a year for its mentions
2026 4 mentions in 1 episode
2025 4 mentions in 3 episodes 1 per episode
Everything said about Costco, oldest first
Apr 8, 2025 neutral
Parker: Trivariate tracks Chinese product prices at Target, Walmart, Costco
“The kind of research we're doing is looking at, like, China products you can buy at Target and Walmart and Costco today, and then seeing what the price is gonna be next week, later this week, and see, like, how quickly, if at all, do the prices come up, right?”
May 7, 2026 bullish
Shevelenko: AI pricing will resemble Costco with memberships and compute credits
“AI is going to become a lot like Costco where you pay for the membership, right? And that gets you in the store. And that's actually the part of Costco's business that is, you know, the highest margin. And then you have, you know, everything you're buying in t…”