Costco
5 statements across 3 episodes · 4 bullish · 1 bearish · 3 people on the record · first statement Nov 14, 2023 by Michael Appel · said 32 times in 4 episodes since 2023 · across every show →
Mentions by year
brought up most by Sean Weisbrot (24), Michael Appel (4), Angela Druckman (2), Jackson Wightman (1), Ed King (1)
tap a year for its mentions
2025 2 mentions in 2 episodes 1 per episode
2023 30 mentions in 2 episodes 15 per episode
Everything said about Costco, oldest first
Nov 14, 2023 positive
Appel: Costco's higher pay and holiday closures result in low turnover
“They really respect their employees and they pay them better than the competition. They treat them better. You know, Costco is closed on the major holidays because they feel that their associates should be home with, you know, with their families on Thanksgivi…”
Nov 14, 2023 positive
Nov 14, 2023 bullish
Appel: Costco sells inventory before paying vendors, boosting cash flow
“The other thing too about their model is, is that the velocity of their sales is fantastic. So basically, It gets on the shelf and is sold probably most of the time before they have to pay the vendor. So that, so from a cashflow perspective, it's an incredible…”
Apr 1, 2025 negative
Dec 23, 2025 positive
Wightman: Chinese hardware brands are heavily investing in Western physical retail distribution
“What is interesting is now there are more and more Chinese brands that are playing a game that might have been The preserve of Americans and Europeans and other first world nations in that they are trying to build sustainable brands. When they come to North Am…”