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COST

Costco Wholesale Corporation

Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.

Times pitched
6
Long / short
6 / 0
Avg. return
—
Verdicts
Inconclusive 6
position Fall 2025
Gavin Baker, Atreides Management
long inconclusive Newsletter

Costco has maintained a unique business model with a commitment to a 14% gross margin, fostering exceptional customer loyalty and a strong culture. Despite the low margin, the company has achieved con

position Fall 2022
Christopher Bloomstran, Semper Augustus
long inconclusive Newsletter

Costco is a strong business that generates over 20% returns on new store openings, making it a brilliant use of capital. The stock is rarely cheap, but the company pays special dividends when cash bui

position Spring 2021
Sean Stannard-Stockton, Ensemble Capital
long inconclusive Newsletter

Costco has outperformed Walmart in stock performance by prioritizing employee compensation and benefits, which has led to better stakeholder relationships and long-term value creation.

position Spring 2019
John Hempton, Bronte Capital
long inconclusive Newsletter

Costco has reached a global scale and shares the benefits of that scale with its consumers, making it hard to compete against. With a gross margin of 12% and a net margin of 2%, it operates efficientl

position Spring 2019
Bill Stewart, Stewart Asset Management
long inconclusive Newsletter

Costco has been a major position for years due to its strong business model, which includes a significant portion of profits from membership fees. This recurring revenue stream is a key factor in its

position Winter 2016
Jeff Gramm
long inconclusive Newsletter

We looked at Costco during the crisis but passed, which I regret as it was one of the extremely good businesses we wanted to buy.