Why Costco Is Winning the Retail Stock Race in 2026

While big tech stocks get hammered and the broader market stumbles, Costco Wholesale shares have barely budged. In this episode, Lucas and Luna break down the specific mechanics behind Costco's defensive strength: its membership model, inventory turns, and the surprising role of its gold bullion sales. They examine how Costco's zero-markup structure and subscription-style revenue create a different risk profile than Amazon or Walmart. With the S&P 500 down 3.6% in the last five days, Costco's resilience raises a bigger question: which stocks actually hold up when liquidity tightens? Lucas walks through the numbers on Costco's 90% membership renewal rate, its 30-day inventory turnover, and why the company's lack of debt gives it a moat most retailers can't touch. A concrete case study for anyone trying to build a portfolio that survives volatility. #Costco #Retail #DefensiveStocks #MembershipModel #InventoryTurnover #GoldBullion #StockPicking #PortfolioConstruction #WarrenBuffett #CharlieMunger #Moat #SubscriptionRevenue #MarketVolatility #June2026 #Finance #FexingoBusiness #BusinessPodcast #EarningsSeason Keep every episode free: buymeacoffee.com/fexingo