We explore our research approach to exploring Costco's store growth opportunity across Europe and the UK. We discuss:  

How the UK is a unique market for warehouse clubs globally
Planning and building consent in UK and EU vs US
Why COST UK margins are lower than other markets
Why EMEA growth for Costco is slower than expected
Outlook on potential store count in EU / UK for 2030

We explore our research approach to exploring Costco's store growth opportunity across Europe and the UK. We discuss: How the UK is a unique market for warehouse clubs globally Planning and building consent in UK and EU vs US Why COST UK margins are lower than other markets Why EMEA growth for Costco is slower than expected Outlook on potential store count in EU / UK for 2030

Costco UK & Europe Store Opportunity

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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Costco UK & Europe Store Opportunity

Costco UK & Europe Store Opportunity