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Retailer of the Year - Who Dominated 2025? | Fast Five Shorts · Omni Talk Retail

• 0:00
  Retailer
• 0:00
  of
• 0:01
  the
• 0:01
  year.
• 0:01
  Oh,
• 0:02
  man,
• 0:02
  you're
• 0:02
  going
• 0:02
  to
• 0:02
  be
• 0:02
  first.
• 0:03
  Okay.
• 0:03
  All
• 0:03
  right,
• 0:04
  all
• 0:04
  right.
• 0:04
  The
• 0:05
  first
• 0:05
  Omni
• 0:06
  that
• 0:07
  I'm
• 0:07
  giving
• 0:07
  out
• 0:07
  for
• 0:07
  retail
• 0:08
  of
• 0:08
  the
• 0:08
  year
• 0:08
  goes
• 0:09
  to,
• 0:10
  goes
• 0:11
  to
• 0:11
  Aldi.
• 0:12
  Oh.
• 0:15
  Aldi.
• 0:16
  Aldi
• 0:16
  is
• 0:18
  expanding
• 0:19
  like
• 0:19
  nobody
• 0:20
  else.
• 0:21
  225
• 0:22
  new
• 0:22
  stores
• 0:22
  this
• 0:23
  year.
• 0:23
  Biggest
• 0:24
  US
• 0:24
  growth
• 0:25
  spurt
• 0:25
  for
• 0:25
  them
• 0:25
  ever.
• 0:26
  The
• 0:27
  kind
• 0:27
  of
• 0:27
  strategic
• 0:28
  expansion
• 0:28
  that
• 0:28
  just
• 0:29
  changes
• 0:30
  the
• 0:30
  landscape
• 0:30
  of
• 0:31
  grocery.
• 0:32
  And
• 0:32
  when
• 0:33
  you
• 0:33
  think
• 0:33
  about
• 0:33
  their
• 0:33
  value
• 0:33
  proposition,
• 0:34
  Right.
• 0:34
  Like
• 0:35
  Aldi
• 0:35
  is
• 0:35
  delivering
• 0:36
  unmatched
• 0:37
  value
• 0:38
  at
• 0:38
  the
• 0:38
  exact
• 0:39
  moment
• 0:39
  that
• 0:40
  consumers
• 0:40
  need
• 0:41
  it
• 0:41
  most
• 0:41
  right
• 0:41
  now.
• 0:42
  Inflation,
• 0:43
  higher
• 0:43
  grocery
• 0:44
  bills,
• 0:44
  tighter
• 0:45
  wallets,
• 0:45
  like,
• 0:46
  that's
• 0:46
  the
• 0:46
  reality
• 0:47
  for
• 0:47
  most
• 0:47
  of
• 0:47
  Americans
• 0:48
  right
• 0:48
  now
• 0:49
  and
• 0:49
  across
• 0:50
  income
• 0:50
  brackets,
• 0:51
  which
• 0:51
  is
• 0:51
  really
• 0:52
  unique.
• 0:52
  Right.
• 0:53
  And
• 0:53
  their
• 0:53
  entire
• 0:54
  business
• 0:54
  model,
• 0:55
  it's
• 0:55
  almost
• 0:55
  as
• 0:55
  if
• 0:55
  it
• 0:56
  was
• 0:56
  basically
• 0:57
  engineered
• 0:57
  for
• 0:58
  this
• 0:58
  moment.
• 0:58
  Right.
• 0:59
  So
• 1:00
  I
• 1:00
  previewed
• 1:01
  some,
• 1:01
  some
• 1:01
  data
• 1:02
  from
• 1:02
  our
• 1:02
  consumer
• 1:03
  sentiment
• 1:03
  survey
• 1:04
  on
• 1:04
  a,
• 1:04
  on
• 1:04
  a
• 1:04
  recent
• 1:05
  five
• 1:05
  insightful
• 1:05
  minutes
• 1:06
  for
• 1:06
  you
• 1:06
  guys.
• 1:07
  Right.
• 1:07
  43%
• 1:09
  say
• 1:09
  that
• 1:09
  they're
• 1:09
  decreasing
• 1:10
  grocery
• 1:10
  purchases
• 1:11
  because
• 1:11
  of
• 1:12
  the
• 1:12
  impact
• 1:12
  of
• 1:12
  prices
• 1:13
  and
• 1:13
  tariffs.
• 1:14
  So
• 1:14
  prices
• 1:15
  are
• 1:15
  up,
• 1:15
  volume
• 1:16
  down.
• 1:16
  As
• 1:17
  a
• 1:17
  result,
• 1:17
  consumers
• 1:18
  are
• 1:18
  looking
• 1:18
  for
• 1:18
  new
• 1:19
  ways
• 1:19
  to
• 1:19
  stretch
• 1:19
  their
• 1:20
  wallets.
• 1:21
  About
• 1:21
  60%
• 1:22
  or
• 1:22
  so
• 1:22
  are
• 1:23
  reporting
• 1:23
  having
• 1:24
  increased
• 1:24
  their
• 1:24
  trips
• 1:25
  to
• 1:25
  lower
• 1:26
  price
• 1:26
  retailers
• 1:27
  that
• 1:27
  actually
• 1:27
  over
• 1:28
  indexes
• 1:29
  on
• 1:29
  higher
• 1:30
  household
• 1:30
  income
• 1:31
  earners.
• 1:32
  And
• 1:32
  private
• 1:32
  label
• 1:33
  has
• 1:33
  never
• 1:33
  been
• 1:34
  hotter.
• 1:34
  Right.
• 1:34
  It's
• 1:35
  meeting
• 1:35
  consumer
• 1:36
  expectations
• 1:36
  not
• 1:37
  just
• 1:37
  for
• 1:37
  value,
• 1:37
  but
• 1:38
  68%
• 1:39
  say
• 1:40
  that
• 1:40
  store
• 1:40
  brands
• 1:41
  are
• 1:41
  offering
• 1:41
  quality
• 1:42
  that's
• 1:42
  as
• 1:43
  good,
• 1:43
  if
• 1:43
  not
• 1:44
  better
• 1:44
  than
• 1:44
  national
• 1:44
  brands.
• 1:45
  Right.
• 1:46
  So
• 1:46
  all
• 1:46
  these
• 1:47
  just
• 1:47
  delivering
• 1:48
  this
• 1:48
  business
• 1:48
  model,
• 1:49
  which
• 1:49
  continues
• 1:49
  to
• 1:50
  be
• 1:51
  simple,
• 1:52
  focused,
• 1:53
  discipline,
• 1:54
  consistent,
• 1:55
  that
• 1:55
  showed
• 1:55
  up
• 1:56
  in
• 1:56
  their
• 1:56
  decision
• 1:56
  earlier
• 1:57
  this
• 1:57
  year
• 1:57
  to
• 1:57
  divest
• 1:58
  like
• 1:59
  40%
• 1:59
  of
• 2:00
  the
• 2:00
  Southeastern
• 2:00
  grocery
• 2:01
  stores
• 2:01
  that
• 2:01
  they
• 2:02
  had
• 2:02
  acquired.
• 2:03
  Right.
• 2:03
  Like
• 2:03
  they're
• 2:03
  leveraging
• 2:04
  this
• 2:04
  model
• 2:05
  that
• 2:05
  works,
• 2:05
  especially
• 2:06
  now.
• 2:06
  And,
• 2:07
  and
• 2:07
  they're
• 2:07
  doing,
• 2:07
  you
• 2:08
  know,
• 2:08
  they're
• 2:08
  doing
• 2:08
  it
• 2:09
  to
• 2:09
  great
• 2:09
  effectiveness.
• 2:11
  Wow.
• 2:11
  All
• 2:11
  right,
• 2:12
  Chad.
• 2:12
  So
• 2:12
  Aldi.
• 2:13
  Okay,
• 2:13
  that's
• 2:13
  a
• 2:13
  good
• 2:14
  pick.
• 2:14
  That's
• 2:14
  a
• 2:14
  really,
• 2:14
  really
• 2:15
  strong
• 2:15
  pick.
• 2:15
  I,
• 2:16
  I
• 2:16
  did
• 2:16
  not
• 2:16
  think
• 2:16
  about
• 2:17
  them
• 2:17
  as
• 2:17
  I
• 2:17
  was
• 2:17
  doing
• 2:18
  this,
• 2:18
  and
• 2:18
  I
• 2:18
  probably
• 2:19
  should
• 2:19
  have.
• 2:19
  So
• 2:19
  I'm
• 2:20
  curious.
• 2:20
  And
• 2:20
  what,
• 2:21
  who
• 2:21
  is
• 2:21
  your
• 2:21
  retailer
• 2:22
  of
• 2:22
  the
• 2:22
  year?
• 2:23
  Well,
• 2:23
  before
• 2:24
  I
• 2:24
  say
• 2:24
  that,
• 2:24
  I'm
• 2:24
  a
• 2:25
  little
• 2:25
  disappointed,
• 2:25
  Chad,
• 2:25
  that
• 2:26
  you're
• 2:26
  not
• 2:26
  wearing
• 2:26
  the
• 2:26
  Aldi
• 2:27
  clothes
• 2:27
  if
• 2:27
  you're
• 2:27
  going
• 2:27
  to
• 2:27
  give
• 2:28
  them
• 2:28
  retailer
• 2:28
  of
• 2:28
  the
• 2:29
  year.
• 2:29
  Like
• 2:29
  I
• 2:29
  expected
• 2:30
  the
• 2:30
  velour
• 2:30
  Aldi
• 2:31
  tracksuit
• 2:31
  on
• 2:32
  top
• 2:32
  today.
• 2:33
  But
• 2:34
  that's
• 2:34
  okay.
• 2:34
  That's
• 2:35
  okay.
• 2:35
  It's
• 2:36
  still
• 2:36
  a
• 2:36
  great
• 2:36
  award.
• 2:37
  It's
• 2:38
  fair.
• 2:38
  Today
• 2:38
  I'm
• 2:38
  wearing
• 2:39
  the
• 2:39
  teen
• 2:40
  approved
• 2:41
  quarter
• 2:42
  zip,
• 2:42
  so.
• 2:42
  Oh,
• 2:43
  yeah,
• 2:43
  the
• 2:43
  quarter
• 2:43
  zips
• 2:44
  are
• 2:44
  big.
• 2:44
  Says,
• 2:45
  says
• 2:45
  all
• 2:45
  good.
• 2:46
  Yep,
• 2:47
  yep.
• 2:47
  Okay,
• 2:48
  well,
• 2:48
  I'll
• 2:48
  go
• 2:48
  on
• 2:49
  to
• 2:49
  my
• 2:50
  retailer
• 2:50
  of
• 2:50
  the
• 2:51
  year,
• 2:52
  very
• 2:52
  obvious
• 2:53
  choice
• 2:53
  but
• 2:53
  I
• 2:53
  think
• 2:53
  it
• 2:54
  has
• 2:54
  to
• 2:54
  be
• 2:54
  Walmart
• 2:54
  this
• 2:55
  year.
• 2:55
  Wow.
• 2:56
  Okay.
• 2:56
  I
• 2:57
  think
• 2:57
  I
• 2:57
  say
• 2:57
  Walmart
• 2:58
  because
• 2:58
  they
• 2:59
  were
• 2:59
  early
• 2:59
  on
• 3:00
  at
• 3:01
  NRF
• 3:01
  earlier
• 3:01
  this
• 3:02
  year
• 3:02
  or
• 3:03
  they
• 3:03
  were
• 3:03
  adding
• 3:04
  the
• 3:04
  first
• 3:04
  ones
• 3:04
  to
• 3:04
  add
• 3:05
  a
• 3:05
  GPT
• 3:06
  like
• 3:06
  search
• 3:07
  function
• 3:07
  to
• 3:07
  their
• 3:08
  site.
• 3:09
  They
• 3:09
  were
• 3:09
  the
• 3:10
  first
• 3:10
  ones
• 3:10
  to
• 3:10
  do,
• 3:11
  they
• 3:11
  did
• 3:11
  an
• 3:11
  ESL
• 3:12
  electronic
• 3:13
  shelf
• 3:13
  label
• 3:14
  chain
• 3:14
  wide
• 3:14
  rollout
• 3:15
  with
• 3:15
  Fusion
• 3:15
  Group.
• 3:15
  I
• 3:16
  think
• 3:16
  that
• 3:16
  was
• 3:16
  really
• 3:16
  important.
• 3:17
  And
• 3:17
  then
• 3:18
  throughout
• 3:18
  the
• 3:18
  year
• 3:18
  it
• 3:18
  seemed
• 3:19
  like
• 3:19
  as
• 3:19
  we
• 3:19
  were
• 3:19
  going
• 3:19
  back
• 3:20
  and
• 3:20
  looking
• 3:20
  at
• 3:20
  the
• 3:20
  headlines
• 3:21
  from
• 3:21
  every
• 3:21
  week,
• 3:21
  Chris,
• 3:22
  I
• 3:22
  mean
• 3:22
  there
• 3:22
  was
• 3:22
  something
• 3:23
  that
• 3:23
  Walmart
• 3:23
  was
• 3:23
  doing
• 3:24
  almost
• 3:24
  every
• 3:25
  week
• 3:25
  that
• 3:25
  was
• 3:25
  notable,
• 3:26
  that
• 3:26
  was
• 3:26
  forward
• 3:27
  thinking
• 3:28
  from
• 3:28
  gas
• 3:29
  station
• 3:30
  expansions
• 3:31
  to
• 3:31
  auto
• 3:31
  centers
• 3:32
  to
• 3:32
  same
• 3:32
  day
• 3:33
  RX
• 3:33
  delivery.
• 3:34
  And
• 3:35
  then
• 3:35
  finally
• 3:35
  I
• 3:35
  think
• 3:36
  the
• 3:36
  thing
• 3:36
  that
• 3:36
  I've
• 3:36
  been,
• 3:37
  I've
• 3:37
  been
• 3:37
  talking
• 3:37
  about
• 3:37
  for
• 3:38
  a
• 3:38
  long
• 3:38
  time
• 3:38
  but
• 3:39
  I
• 3:39
  was
• 3:39
  fortunate
• 3:39
  enough
• 3:40
  to
• 3:40
  go
• 3:40
  to
• 3:40
  New
• 3:41
  York
• 3:41
  to
• 3:41
  see
• 3:42
  their
• 3:42
  pop
• 3:42
  up
• 3:42
  for
• 3:42
  New
• 3:43
  York
• 3:43
  Fashion
• 3:43
  Week.
• 3:43
  And
• 3:44
  that's
• 3:44
  another
• 3:44
  area
• 3:44
  that
• 3:44
  I
• 3:45
  don't
• 3:45
  think
• 3:45
  gets
• 3:45
  talked
• 3:45
  about
• 3:45
  a
• 3:46
  lot
• 3:46
  but
• 3:46
  is
• 3:46
  seeing
• 3:47
  tremendous
• 3:47
  growth,
• 3:47
  growth
• 3:48
  at
• 3:48
  Walmart
• 3:48
  is
• 3:48
  this,
• 3:49
  this
• 3:49
  kind
• 3:50
  of
• 3:50
  fill
• 3:50
  in
• 3:50
  trip.
• 3:50
  And
• 3:51
  especially
• 3:51
  as
• 3:51
  they're
• 3:51
  bringing
• 3:52
  in
• 3:52
  some
• 3:52
  of
• 3:52
  these
• 3:52
  upper
• 3:53
  income
• 3:54
  consumers
• 3:55
  that
• 3:55
  are,
• 3:56
  are
• 3:56
  looking
• 3:56
  for
• 3:56
  those
• 3:57
  pick
• 3:57
  those
• 3:57
  quick
• 3:57
  grab
• 3:58
  and
• 3:58
  go
• 3:58
  fashion
• 3:58
  items
• 3:59
  and
• 3:59
  Walmart's
• 4:00
  serving
• 4:00
  that
• 4:00
  up
• 4:00
  really
• 4:00
  well
• 4:01
  with
• 4:01
  their
• 4:01
  scoop
• 4:01
  and
• 4:01
  free
• 4:02
  assembly
• 4:02
  line.
• 4:02
  So
• 4:03
  that
• 4:03
  was,
• 4:03
  that
• 4:04
  was
• 4:04
  for
• 4:04
  me
• 4:05
  just
• 4:05
  a
• 4:05
  banner
• 4:06
  year
• 4:06
  for
• 4:06
  Walmart
• 4:07
  and,
• 4:07
  and
• 4:07
  I
• 4:07
  think
• 4:08
  tying
• 4:08
  it
• 4:08
  up
• 4:08
  really
• 4:08
  nicely
• 4:09
  at
• 4:09
  the
• 4:09
  end
• 4:09
  with,
• 4:10
  with
• 4:10
  John
• 4:11
  Furner
• 4:11
  being
• 4:11
  named
• 4:12
  next
• 4:12
  CEO.
• 4:12
  What
• 4:13
  did
• 4:13
  you
• 4:13
  have
• 4:13
  though,
• 4:13
  Chris?
• 4:14
  Yeah,
• 4:14
  yeah,
• 4:15
  I,
• 4:15
  I
• 4:15
  actually
• 4:15
  didn't
• 4:15
  do
• 4:16
  Walmart
• 4:16
  because
• 4:16
  it'd
• 4:16
  be
• 4:16
  too
• 4:17
  obvious
• 4:17
  for
• 4:17
  me
• 4:17
  to
• 4:17
  do
• 4:17
  Walmart.
• 4:18
  You
• 4:18
  know,
• 4:18
  I
• 4:18
  think
• 4:18
  everyone
• 4:18
  would
• 4:19
  expect
• 4:19
  me
• 4:19
  to
• 4:19
  do
• 4:19
  Walmart
• 4:20
  because
• 4:20
  I,
• 4:20
  you
• 4:21
  know,
• 4:21
  and
• 4:21
  it's
• 4:21
  probably
• 4:21
  honestly
• 4:22
  hard
• 4:22
  not
• 4:22
  to
• 4:22
  pick
• 4:22
  Walmart
• 4:23
  but,
• 4:23
  and
• 4:23
  you
• 4:23
  know,
• 4:23
  to
• 4:24
  your
• 4:24
  point,
• 4:24
  like
• 4:24
  they've
• 4:25
  done
• 4:25
  a
• 4:25
  great
• 4:25
  job
• 4:25
  with
• 4:25
  the
• 4:25
  income
• 4:26
  demographic
• 4:26
  too,
• 4:27
  like
• 4:27
  getting
• 4:27
  people
• 4:27
  into
• 4:28
  fashion
• 4:28
  through
• 4:28
  the,
• 4:29
  the
• 4:29
  online
• 4:29
  plays
• 4:30
  that
• 4:30
  they've
• 4:30
  done
• 4:30
  and
• 4:30
  their
• 4:30
  retail
• 4:31
  media
• 4:31
  is
• 4:31
  exploding.
• 4:32
  So
• 4:32
  there's
• 4:33
  so
• 4:33
  much
• 4:33
  to
• 4:33
  love
• 4:33
  about
• 4:33
  Walmart.
• 4:34
  But
• 4:34
  your
• 4:34
  point
• 4:34
  about
• 4:34
  it?
• 4:34
  Yeah,
• 4:34
  they
• 4:35
  were
• 4:35
  just
• 4:35
  in
• 4:35
  our
• 4:35
  headlines
• 4:35
  each
• 4:36
  and
• 4:36
  every
• 4:36
  week.
• 4:36
  As
• 4:36
  I
• 4:36
  was
• 4:36
  reviewing
• 4:37
  everything,
• 4:37
  I
• 4:37
  was
• 4:37
  like
• 4:37
  oh
• 4:38
  my
• 4:38
  God.
• 4:38
  But
• 4:38
  yeah,
• 4:39
  they'll
• 4:39
  come
• 4:39
  up
• 4:39
  a
• 4:39
  lot
• 4:39
  in
• 4:40
  my
• 4:40
  awards
• 4:40
  as
• 4:40
  we
• 4:40
  go
• 4:40
  through
• 4:41
  the
• 4:41
  show.
• 4:41
  But,
• 4:42
  but
• 4:42
  for
• 4:42
  me
• 4:42
  I
• 4:43
  actually,
• 4:44
  I
• 4:44
  picked
• 4:44
  Costco,
• 4:46
  you
• 4:47
  know,
• 4:47
  and
• 4:47
  the
• 4:47
  reason
• 4:48
  I,
• 4:48
  and
• 4:48
  you
• 4:49
  know,
• 4:49
  the
• 4:49
  reason
• 4:49
  I
• 4:49
  did
• 4:49
  that
• 4:49
  is
• 4:49
  I've
• 4:50
  been
• 4:50
  tough
• 4:50
  on
• 4:50
  Costco
• 4:51
  in
• 4:51
  the
• 4:51
  past.
• 4:51
  Like
• 4:51
  I've
• 4:51
  been,
• 4:52
  I
• 4:52
  think
• 4:52
  some
• 4:52
  might
• 4:52
  even
• 4:53
  call
• 4:53
  it
• 4:53
  scathing
• 4:54
  in
• 4:54
  my
• 4:54
  reviews
• 4:54
  of
• 4:54
  Costco
• 4:55
  in
• 4:55
  general.
• 4:56
  But
• 4:56
  I
• 4:56
  think
• 4:57
  you
• 4:57
  got
• 4:57
  to
• 4:57
  give
• 4:57
  them
• 4:57
  a
• 4:57
  lot
• 4:57
  of
• 4:58
  credit.
• 4:58
  They,
• 4:58
  for
• 4:58
  one,
• 4:58
  they
• 4:59
  held
• 4:59
  their
• 4:59
  ground
• 4:59
  on
• 4:59
  dei
• 5:01
  and
• 5:01
  for
• 5:01
  all
• 5:01
  intents,
• 5:02
  as
• 5:02
  purposes
• 5:02
  it
• 5:02
  seems
• 5:02
  like
• 5:03
  the
• 5:03
  right
• 5:03
  move
• 5:03
  for
• 5:04
  that
• 5:04
  brand
• 5:04
  because
• 5:05
  they
• 5:05
  have
• 5:05
  been
• 5:05
  gaining
• 5:06
  high
• 5:06
  income
• 5:07
  shoppers,
• 5:07
  particularly
• 5:08
  from
• 5:08
  the
• 5:08
  likes
• 5:08
  of
• 5:08
  Target
• 5:09
  as
• 5:09
  well.
• 5:10
  And
• 5:10
  they've
• 5:10
  also
• 5:10
  been
• 5:11
  really
• 5:11
  smart
• 5:11
  about
• 5:11
  their
• 5:11
  operations.
• 5:12
  So
• 5:12
  they've,
• 5:12
  you
• 5:13
  know,
• 5:13
  they've
• 5:13
  done
• 5:13
  the
• 5:14
  expanded
• 5:14
  hours
• 5:14
  for
• 5:15
  executive
• 5:15
  team
• 5:15
  members.
• 5:16
  They
• 5:16
  also
• 5:16
  crush
• 5:17
  Black
• 5:17
  Friday.
• 5:18
  You
• 5:18
  know,
• 5:18
  traffic
• 5:19
  was
• 5:19
  up
• 5:19
  like
• 5:19
  almost
• 5:19
  8%
• 5:20
  on
• 5:20
  Black
• 5:20
  Friday
• 5:21
  to
• 5:21
  a
• 5:21
  club.
• 5:22
  So
• 5:22
  that's,
• 5:22
  that's
• 5:22
  really
• 5:23
  telling.
• 5:23
  The
• 5:23
  one
• 5:24
  misgiving
• 5:24
  I
• 5:24
  have,
• 5:25
  if
• 5:25
  I
• 5:25
  was
• 5:25
  to
• 5:26
  like
• 5:26
  hit
• 5:26
  myself
• 5:27
  on
• 5:27
  the
• 5:27
  head
• 5:27
  with
• 5:27
  one
• 5:28
  issue
• 5:28
  is
• 5:28
  the
• 5:28
  stock
• 5:29
  price.
• 5:29
  The
• 5:30
  stock
• 5:30
  price
• 5:30
  is
• 5:30
  down
• 5:30
  11%
• 5:31
  this
• 5:31
  year,
• 5:32
  but
• 5:32
  when
• 5:33
  I
• 5:33
  look
• 5:33
  back
• 5:33
  on
• 5:33
  it
• 5:34
  over
• 5:34
  two
• 5:34
  years,
• 5:34
  it's
• 5:35
  still
• 5:35
  up
• 5:35
  46%.
• 5:36
  And
• 5:36
  I
• 5:37
  think
• 5:37
  that's
• 5:37
  how
• 5:37
  you
• 5:37
  have
• 5:37
  to
• 5:37
  look
• 5:38
  at
• 5:38
  Costco
• 5:38
  over
• 5:38
  the
• 5:39
  long,
• 5:39
  you
• 5:39
  have
• 5:39
  to
• 5:39
  look,
• 5:39
  take
• 5:40
  a
• 5:40
  longer
• 5:40
  term
• 5:40
  view
• 5:41
  to
• 5:41
  Costco
• 5:41
  because
• 5:41
  that's
• 5:42
  still
• 5:42
  impressive
• 5:42
  performance
• 5:43
  over
• 5:43
  two
• 5:44
  years.
• 5:44
  So
• 5:44
  for
• 5:45
  me,
• 5:45
  just
• 5:45
  because
• 5:46
  they
• 5:46
  know
• 5:46
  who
• 5:46
  they
• 5:46
  are,
• 5:47
  they
• 5:47
  stick
• 5:47
  to
• 5:47
  who
• 5:47
  they
• 5:47
  are,
• 5:48
  they
• 5:48
  get
• 5:48
  it
• 5:48
  done,
• 5:48
  they
• 5:49
  continue
• 5:49
  to
• 5:49
  increase
• 5:49
  traffic,
• 5:50
  they
• 5:50
  continue
• 5:50
  to
• 5:51
  drive
• 5:51
  sales
• 5:51
  comps
• 5:52
  quarter
• 5:52
  after
• 5:52
  quarter.
• 5:53
  That's
• 5:53
  who
• 5:53
  gets
• 5:53
  my
• 5:54
  pick.
• 5:54
  I
• 5:54
  like
• 5:55
  that.
• 5:55
  I
• 5:55
  think
• 5:55
  that
• 5:55
  makes
• 5:55
  a
• 5:55
  lot
• 5:56
  of
• 5:56
  sense.
• 5:56
  I
• 5:56
  wouldn't
• 5:56
  have
• 5:56
  thought
• 5:57
  of
• 5:57
  Costco
• 5:57
  either.
• 5:57
  So
• 5:59
  maybe,
• 5:59
  maybe
• 6:00
  not
• 6:00
  a
• 6:00
  unanimous
• 6:02
  show
• 6:02
  as
• 6:02
  we,
• 6:03
  maybe
• 6:03
  we
• 6:03
  expected,
• 6:04
  but
• 6:04
  we'll
• 6:04
  see.