Costco
5 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 7, 2018 by Paul Black · said 30 times in 10 episodes since 2018 · across every show →
Mentions by year
brought up most by Sanjay Ayer (8), Paul Black (8), Ryan Batchelor (4), Brett Barakett (4), Rajiv Jain (1), Pat Dorsey (1), Mike Mauze (1), Jeff Hausenbold (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 9 mentions in 2 episodes 5 per episode
2024 4 mentions in 1 episode
2021 5 mentions in 2 episodes 3 per episode
2020 2 mentions in 2 episodes 1 per episode
2018 8 mentions in 1 episode
Everything said about Costco, oldest first
May 7, 2018 positive
May 7, 2018 positive
Black: Costco doubles Sam's Club on sales density and ROIC
“But you look at the financial metrics of Costco, they're twice on every metric what goes on at Sam's Club. You know, same store sales are four or five percent at Costco. There may be one or two at Sam's Club. Sales per square foot at Costco, a thousand bucks, …”
Oct 27, 2025 neutral
Oct 27, 2025 neutral
Ayer: Pre-COVID Decade Lulled Investors Holding Legacy Compounders Like Costco
“We'd been through this ten-plus year period heading into the COVID bull market where backward and forward-looking quality and growth were highly correlated. Effectively, you could just keep owning the same thing and do well. Names like Louis Vuitton, they just…”