Consumer Behavior & Inflation - Consumers are actively seeking value due to perceived inflation across various categories, influencing their purchasing decisions [1][2] - Costco benefits from this trend as consumers prioritize value and positive experiences [2] - The trend of consumers seeking value and in-demand items/services is a key theme [4] Company Performance & Strategy - Costco's parking lots are consistently packed, indicating strong customer traffic [3] - Costco continues to attract customers by adding new offerings [4] - Uber is expanding its services within its "super app" to enhance value and increase user engagement, aiming for recurring revenue [5][6] Competitive Landscape - TJX (TJ Maxx) is positioned as a destination for branded apparel at a value, potentially benefiting from the downfall of other retailers or during economic downturns [6] - TJX is becoming a go-to place for consumers looking to save money, especially with rising prices [7] - Uber's pricing is becoming expensive compared to competitors like DoorDash [6]