COST

Long · beats the market Closed

1 day horizon · Consumer Defensive · submitted Jun 17, 2026, 12:17 PM PT

Kayla Morales@kaylamoralesPlus

Result vs S&P 500

Lagged the market

Jun 18, 2026 → Jun 18, 2026

The thesis

1.Regulatory overhang should clear this quarter
2.New product cycle should drive upgrades through next year

What would prove me wrong: Unit growth turns negative year over year

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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