HomeIndustriesRetailCOST Falls After Earnings: 'Nitpicks' in the Report

COST Falls After Earnings: 'Nitpicks' in the Report

Jan Rogers Kniffen and David Bellinger break down Costco (COST) earnings. Jan believes that Costco is the second-best retailer, with Walmart (WMT) taking the crown. “They’re so solid…that you never see them make a mistake.” David has a few nitpicks in the report, including membership rates falling and the “mini-investment cycle” the company is going through. While it’s “operating very well,” he thinks its valuation means Costco needs to show more buzz.

Trading 360

26 Sep 2025

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