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Costco

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 12, 2026 by Ayyappan Rajagopal · said 11 times in 4 episodes since 2022 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (8), Sudheesh Nair (1), Kashyap Chanchani (1), Gautam Baid (1)

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2026 9 mentions in 2 episodes 5 per episode
2024 1 mention in 1 episode
2022 1 mention in 1 episode

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Everything said about Costco, oldest first

Mar 12, 2026 neutral
Assertion Partly supported
Rajagopal: Costco operates at 11-12% gross margin versus Walmart's 21-22%
“So retail, Walmart, and everybody will be charging 21, 22% gross margin. Costco operates at 11, 12% gross margin.”
Ayyappan Rajagopal Mar 12, 2026 ▶ 3:50 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026 neutral
Assertion Supported
Rajagopal: Walmart serves $50k-$60k incomes while Costco targets $80k-$90k
“In US, the median sort of income is around, say, 50, 60 K US dollars. That's what Walmart is catering to. Costco is catering to 80,000 to 90,000 sort of USD per capita income.”
Ayyappan Rajagopal Mar 12, 2026 ▶ 2:35 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
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