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Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Oct 9, 2026

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3 min read

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Costco says its delivery orders arrive in under an hour — on its own numbers. That's the part worth questioning

Rick Watson

Latest

Newsletters

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Rick Watson

•

Oct 9, 2026

Newsletters

I Trust an Agent with My Socks. Tom McFadyen Does Too

Rick Watson

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Oct 7, 2026

Newsletters

C.H. Robinson is paying 42x RXO's earnings

Rick Watson

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Oct 6, 2026

Newsletters

Amazon Wants Meta's Agent To Ask Permission. Brands Get an Opt-Out Email

Rick Watson

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Oct 5, 2026

Newsletters

Amazon Is Blocking AI Shopping Agents, and I Think It's a Negotiating Tactic

Rick Watson

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Oct 2, 2026

Newsletters

Your Data Lake Is Not an AI Strategy

Rick Watson

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Sep 30, 2026

Newsletters

Agentic Island: The Virtual Summit to Find Your Perfect Match

Rick Watson

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Sep 29, 2026

Newsletters

Amazon Wants to See Your Walmart Numbers

Rick Watson

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Sep 28, 2026

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NEWSLETTERS

Oct 9, 2026

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Costco says its delivery orders arrive in under an hour — on its own numbers. That's the part worth questioning

Oct 7, 2026

I Trust an Agent with My Socks. Tom McFadyen Does Too

His wife's wedding outfit stays off limits, and most retail sits somewhere in between

Oct 6, 2026

C.H. Robinson is paying 42x RXO's earnings

C.H. Robinson is paying $5.8B for a company earning $137M a year. The bet isn't on RXO — it's on Robinson's own AI cost machine being good enough to justify the price

Oct 5, 2026

Amazon Wants Meta's Agent To Ask Permission. Brands Get an Opt-Out Email

Amazon now runs your Walmart and Shopify orders inside Seller Central — for free, with a catch

Read all

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