Stocks / Retail
COSTRetail
Costco Wholesale Corp
$894.121d -0.0%5d -0.9%settled close · 2026-09-17
Mkt cap $432B (3/25)β -0.0652w $850–1,075Shares 443.7MInd. Retail-Variety StoresNasdaq since 1982Emp. 341,000HQ Issaquah, WAcostco.com
The tape, with the calls on it
Who said what, and what COST did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about COST
4 long1 neutral1 shortlatest 2026-09-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-07 | Alberto Vadia | Neutral | Yet Another Value Podcast | Costco is a phenomenal but mature compounder; at 40x earnings it offers insufficient upside relative to… |
| 2026-05-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Costco exemplifies highest-quality business attributes — management, moat, and operations — warranting… |
| 2026-01-08 | Unnamed Panelist | Bullish | CNBC Fast Money Final Trade | Costco has reversed its short-term downtrend, signaling a momentum shift back to the upside |
| 2026-01-05 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC Fast Money Final Trade | Costco was overdone to the downside last year as a consumer staple and is positioned for a rally this year |
| 2025-05-12 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Costco's strict maximum 15% markup policy and member-centric culture create an unassailable moat and… |
| 2024-11-15 | Adam ParkerFounder & CEO, Trivariate Research | Bearish | The Compound | Stocks that breach 50x forward PE historically see multiple contraction 6-9 months later with only 24%… |
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Earnings
Next report: 24 Sep 2026 after the close
Confirmed date · consensus EPS 6.67. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where COST’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-09 | ||||||
| 2026-05-01 | ||||||
| 2026-04-24 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-04-10 | ||||||
| 2026-04-08 | ||||||
| 2026-04-02 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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