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Why Costco Is Winning the Retail Stock Race in 2026
While big tech stocks get hammered and the broader market stumbles, Costco Wholesale shares have barely budged. In this episode, Lucas and Luna break down the specific mechanics behind Costco's defensive strength: its membership model, inventory turns, and the surprising role of its gold bullion sales. They examine how Costco's zero-markup structure and subscription-style revenue create a different risk profile than Amazon or Walmart. With the S&P 500 down 3.6% in the last five days, Costco's resilience raises a bigger question: which stocks actually hold up when liquidity…
The skinny
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