Exploring Costco's Membership Strategy and Valuation

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.  

(0:25) Bill Barker and Dylan Lewis discuss:

- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. 

- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.

- Why big is better for retailers this earnings season. 

(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.

Companies discussed: WM, COST, SRCL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Bill Barker, Tim Beyers, Tim White

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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