Kyle Rizdahl
speaker
917 appearances
5 recordings
2 series
first heard Jan 2026
last heard 11 Jun
Kyle Rizdahl’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jan 2026 with 3.
Appearances
We'll have the details when we do the numbers.
I'll tell you what, for all else that ails this economy, and it is not a short list, as you know, this is a good time to be a wholesale club.
BJ's reported last week that quarterly revenue was up nearly 10% from a year ago.
Sam's Club beat expectations, helped by strong gas sales.
This week, Thursday, we'll get the biggest of them all, Costco.
It of the more than 80 million paid memberships worldwide, a number that keeps on growing.
Thanks in part, as Daniel Ackerman is about to explain, to the higher income customers who are still driving so very much of consumer spending right now.
Michael Baker is a retail analyst with D.A.
Davidson and a member of both Costco and BJ's.
I do try to spread it out a little bit and go to both, both for personal and professional reasons.
Though if he finds himself heading out to shop while hungry... Huge fan of the $1.50 hot dog at Costco, so that's a draw for lunch every so often.
Baker says the wholesale clubs, especially Costco, have long appealed to higher income consumers.
Because to get those bulk deals, you need to be able to spend in bulk.
Recently, more and more higher income customers are opting to do that, says Brian Eshelman of Alex Partners.
It's been an ongoing trend, but I think it has been kind of heightened of late because of everything that's going on in the economy writ large.
Put another way, says Neil Saunders of Global Data.
Inflation has been a recruiting sergeant for the wholesale clubs.
To compete with the growing wholesalers, Saunders says retail brands like Walmart are also trying to appeal to those higher income shoppers.
They are making the experience a bit more bougie.
They've got some higher end brands, more interesting products.
Showing 241–260 of 917 · page 13 of 46
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