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15 handpicked stocks

Digital Warehouse: Costco's Growth

This carefully selected group of stocks captures the powerful hybrid retail model driving Costco's impressive 8% sales surge. Handpicked by our analysts, these companies represent every part of this thriving ecosystem, from e-commerce platforms and global logistics to the consumer brands making this retail revolution possible.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

COST

Costco Wholesale

COST

Current price

$972.04

The anchor of the theme, directly benefiting from its own successful sales surge, e-commerce growth, and international expansion.

WMT

Walmart Inc.

WMT

Current price

$100.00

As a primary competitor, Walmart benefits from similar consumer trends toward value and operates its own massive hybrid retail model.

BJ

BJ's Wholesale Club Holdings Inc

BJ

Current price

$103.24

A direct competitor in the warehouse club space, this company benefits from the validation and success of the wholesale business model.

About This Group of Stocks

1

Our Expert Thinking

Costco's recent success proves that blending physical and digital retail creates a winning formula. This theme captures that ripple effect across the entire ecosystem. By investing in companies throughout this value chain, you gain exposure to a structural shift reshaping how consumers shop globally.

2

What You Need to Know

This collection includes companies across the hybrid retail landscape - from warehouse clubs themselves to the technology providers enabling their digital transformation. You'll find direct competitors, e-commerce platforms, logistics firms, and retailers thriving on similar consumer trends toward value and convenience.

3

Why These Stocks

These companies were selected because they all stand to benefit from the validation of the hybrid retail model. The basket includes industry leaders setting benchmarks, technology enablers providing critical infrastructure, and international players expanding this proven model globally.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+9.59%

Group Performance Snapshot

9.59%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 9.59% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

The Hybrid Advantage

Companies mastering both physical and digital retail are outperforming their single-channel competitors. This winning formula is creating a whole new path for growth that smart investors are noticing.

🌎

Going Global

International expansion is fueling major sales increases for these companies. As this retail model proves successful in new markets, early investors could benefit from this worldwide growth wave.

🛍️

Value Never Goes Out of Style

While many retail trends come and go, the consumer hunt for value is evergreen. These companies have cracked the code on delivering both quality and affordability, a combination that keeps customers coming back.

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