| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | MENTIONED | LOW | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Costco was named as one of three major retailers in a dividend comparison favoring Target's 2.97% yield. [audio] | — | — | — |
| 2026-09-25 | WATCH | MEDIUM | Rob Black Show The Bond Market In September |
Black praises Costco's digital sales, delivery partnerships, younger membership and pharmacy growth, but says even a fantastic business may require patience for an attractive valuation. [audio] | — | — | — |
| 2026-09-24 | WATCH | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Earnings tonight called the big read on the weakening consumer, with Darden's soft four-year guidance as the warning sign. [audio] | — | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
Costco's membership model and Kirkland brand were highlighted as inflation-era value advantages. [audio] | +2.8% | — | — |
| 2026-09-21 | WATCH | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Costco was flagged as a near-term earnings catalyst with results due after Thursday's close. [audio] | +2.7% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Costco was included on the host's long-term list of great companies to monitor for better entry prices. [audio] | -1.0% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob praises Costco's steady expansion as it prepares to open about ten locations across nine states and says its stores tend to thrive in new markets. [audio] | -0.9% | — | — |
| 2026-08-25 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-25-26 |
Rounds out the retail list as the king of subscriptions and low-cost goods that work in good and bad economies. [audio] | -2.1% | -6.6% | — |
| 2026-08-19 | MENTIONED | LOW | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Referenced as paying a smaller dividend than Target and for Kirkland store brands taking share from packaged food names. [audio] | -0.1% | -6.4% | — |
| 2026-08-04 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Costco's CFO said cheap gas, not groceries, was the biggest member draw last quarter, driving traffic that indirectly fuels profits. [audio] | -0.4% | -2.4% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Costco is named as an early AI adopter expected to benefit from inventory management and supply chain optimization. [audio] | -1.9% | -3.3% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Costco is cited as a company with pricing power. [audio] | +1.0% | +2.7% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host highlights Costco's pricing power, recurring revenue, and brand loyalty as reasons to own the stock. [audio] | +2.7% | +3.6% | — |
| 2026-07-09 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Costco was weaker by 4.2% on softer sales; host sees 30 points downside and 200 points upside in the next year; expensive but consistent memberships. [audio] | +3.6% | +4.0% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Costco is trading lower but described as a long-term nice name with strong sales and membership growth; price target up to $1,200 in 18 months. [audio] | +3.6% | +4.0% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-8-26 |
Costco reported June adjusted comparable sales up 7.7%, net sales for first 44 weeks $250 billion. [audio] | -3.8% | -0.4% | — |
| 2026-07-08 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 7-7-26 |
Costco discussed as a long-term investment; host recommends holding for at least two to three years. [audio] | -3.8% | -0.4% | — |
| 2026-06-26 | BUY | HIGH | Rob Black Show Big Picture Digging On This Week |
Highlights Costco's cost advantages and efficient warehouse model, suggesting it as an outperformer. [audio] | -0.1% | -1.7% | -5.7% |
| 2026-06-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-8-26 |
Costco lowered prices, showing why shoppers keep returning. [audio] | +0.5% | -2.2% | -5.9% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Costco is trading higher today after a strong May sales report; net sales jumped 14.5% year-over-year. [audio] | +0.3% | -2.1% | -4.4% |
| 2026-06-01 | HOLD | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Host notes stock is slumping but believes it won't last forever and remains on his shopping list. [audio] | +3.0% | -2.3% | +0.1% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Oil Jumps |
Mentioned for its gas stations seeing soaring demand due to cheaper fuel prices. [audio] | +3.0% | -2.3% | +0.1% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host expresses a liking for Costco when it is down, noting strong subscription retention rates. [audio] | +1.6% | -0.4% | -2.1% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host says if he were to buy Costco, he would buy it today and expects to hold it for decades. [audio] | -2.3% | -4.3% | -3.8% |
| 2026-05-26 | WATCH | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Mentioned as reporting earnings this week. [audio] | -4.9% | -6.1% | -3.0% |
| 2026-05-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Host lists Costco as one of the only three retail plays he considers, citing America's love for cheap prices. [audio] | -5.3% | -9.4% | -8.8% |
| 2026-05-20 | BUY | HIGH | Rob Black Show Afternoon podcast 5-20-26 |
Described as a 'great long-term retail play' that works in both good and bad economies. [audio] | -6.5% | -11.4% | -10.3% |
| 2026-05-20 | HOLD | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Speaker mentions Costco as a style of stock they would own if they could accomplish their retirement goals. [audio] | -6.5% | -11.4% | -10.3% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Costco as one of the top 10 stocks today. [audio] | -8.4% | -13.1% | -12.7% |
| 2026-05-19 | BUY | HIGH | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Oppenheimer reiterated Costco as their top pick with a price target of $1,160 (up from $1,100), implying 8% upside. The host describes it as 'cough syrup'—not exciting but safe in high inflation. [audio] | -8.4% | -13.1% | -12.7% |
| 2026-05-15 | MENTIONED | LOW | Rob Black Show What Is Lifecording |
Host mentions Costco in the context of what a user might forget to buy. [audio] | -2.0% | -6.3% | -8.2% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Mentioned as 'Carter's' in the transcript context of clearance sales being up, likely a transcription error for Costco or similar retailer given the context of budget shopping, but treated as mentioned entity. [audio] | +0.9% | -5.7% | -8.7% |
| 2026-05-12 | BUY | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Mentioned in the context of improving fundamentals and AI deployment continuing to move forward. [audio] | +7.1% | -4.5% | -6.6% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Costco was up 12% to an all-time high. [audio] | +0.5% | -4.3% | -6.0% |