Costco: The Retail Media Transformation Everyone Is Missing

Core Viewpoint - Costco Wholesale Corporation's stock has shown significant growth, increasing over 52% from $705 in April 2024 to $1,078 by February 2025, indicating strong market performance and investor confidence [1]. Company Analysis - The stock was rated as a buy with a price target of $848 in April 2024, reflecting positive expectations for its future performance [1]. - The increase in stock price suggests that Costco has maintained stable profits and growth potential, making it an attractive long-term investment opportunity [1]. Analyst Background - The analyst has a unique perspective due to a background in healthcare combined with financial analysis skills, which aids in identifying companies with growth potential [1]. - Currently pursuing the CFA charter, the analyst focuses on long-term stock investments and provides in-depth analysis on various companies [1].