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COST
USConsumer Staples · Consumer Staples Distribution & Retail
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Membership-fee economics, not retail margin. ~75M paid households, ~$4.8B annual fee run-rate, ~93% renewal globally / ~92.9% US-Canada. Fees drop near-100% to operating income and let COST run merchandise at razor-thin gross margin as a deliberate moat.
Fee hike cadence is ~5-6 years (last bump Sep 2024: $60 to $65 Gold Star, $120 to $130 Executive) - next sustained fee-income step-up roughly FY29-30.
Structural setup:
It reads our $COST data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching COST
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.