What top creators are saying about Costco Wholesale Corporation(COST)— Page 3

119 AI-extracted insights from 33 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Costco Wholesale Corporation (COST) — Page 3 of 3

Showing insights 101–119 of 119.

Sunday, October 5, 2025

Very Bullish

Selling popular weight-loss drugs like Ozempic and Wegovy at a discount is a significant move that could drive new pharmacy customers, increase foot traffic, boost membership renewals, and increase retail sales and pharmacy revenue.

Saturday, September 27, 2025

Neutral

Considered overvalued at a trailing P/E of 55. The strategy is to 'hold' for existing investors but wait for a better entry point for new investors, while reinvesting its dividends elsewhere.

Friday, September 26, 2025

Bearish

A proposed 50% tariff on kitchen cabinets was mentioned as a potential factor that could be contributing to the stock's post-earnings decline.

Thursday, September 25, 2025

Neutral

Delivered a beat on earnings and revenue, but the stock had a muted reaction due to its high valuation of nearly 50x forward earnings, positioning it as a stable long-term holding.

Tuesday, September 23, 2025

Very Bearish

Used as an example of a potentially overvalued stock, with its high P/E ratio of 47.8 contrasted against Nvidia's lower P/E and higher growth.

Very Bullish

Prediction markets indicate a 75% chance that the company will beat its quarterly EPS estimate, a probability that has increased by 25% recently, suggesting growing confidence.

Friday, September 19, 2025

Neutral

Rated as a 'Hold.' While it is a 'second to none' company, its current high valuation (P/E ratio) makes it unattractive for new purchases, though long-term owners should continue to hold.

Friday, August 29, 2025

Neutral

Used as a valuation benchmark, noting that NVIDIA has become cheaper than Costco on a forward earnings basis after its recent phenomenal earnings report.

Friday, August 22, 2025

Very Bullish

Explicitly mentioned as an 'important' retailer and grouped with the clear winners in the retail sector, making it an attractive investment.

Wednesday, August 20, 2025

Very Bullish

A high-quality compounder with a powerful business model based on its high-retention membership model, scale-driven cost advantages, and the popular Kirkland Signature private label brand.

Friday, August 15, 2025

Very Bearish

Presented as a less attractive investment due to its current high valuation compared to faster-growing companies like NVIDIA.

Friday, August 8, 2025

Very Bearish

Highlighted as a cautionary example of a potentially irrational valuation, trading at a very high P/E multiple of 42x despite slow historical revenue growth and low profit margins.

Thursday, August 7, 2025

Very Bullish

Viewed as one of the 'best business models in the world' due to its recurring revenue from memberships and simple, efficient operations.

Friday, August 1, 2025

Very Bullish

Showed resilience and posted gains during a broad market sell-off, acting as a defensive play.

Tuesday, July 29, 2025

Bullish

The stock dipped on tariff-related news but recovered very quickly, suggesting investors are looking past the issue and that the market has already 'priced in' the negative impact.

Monday, July 7, 2025

Very Bullish

Considered a high-quality, predictable 'compounder' that is justified to hold for the long-term even at a high valuation (50 PE ratio), due to its exceptional business quality and predictable growth.

Tuesday, July 1, 2025

Bullish

Considered a high-quality holding that is 'strong as ever' and likely to win its lawsuit against Lululemon. However, the sentiment is tempered as its valuation is noted as being 'a bit stretched'.

Thursday, June 26, 2025

Neutral

Mentioned as an example of a company with a subscription-style revenue model, which the host highly favors.

Neutral

Used as a valuation comparison for NVIDIA, with the argument that NVIDIA deserves a higher multiple due to its superior growth and margins compared to Costco.