Costco – E-commerce Resilience & Post-pandemic Outlook – 17 March 2021

  • Public Equity
  • Consumer
  • North America


Former Head at Costco Wholesale Corp


  • Competitive dynamics across US wholesale retailers
  • Top-line drivers – pricing, volumes and revenue during pandemic
  • Costco's (NASDAQ: COST) e-commerce and omnichannel execution
  • Partnership with Instacart and online delivery costs
  • Membership renewal rates and customer traffic
  • Post-pandemic outlook and summer 2021 forecast


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