Saturday, December 14, 2024

Acquired Podcast: Costco

Listening to the Aquired podcast about Costco.  Lots of interesting history and economics in it.  

  • The start of discount retailing by figuring out how to skirt manufacturer RPM's (resale price minimums) with the "club format," Fed-co (nonprofit) to Fed-mart (
  • The first US Hypermarket, idea imported from France
  • How Costco evolved from retail to wholesale warehousing, where manufacturers take care of all the logistics: once a pallet is dropped off, it is immediately available for sale.  
  • To Price club, which opened up to credit union members as a benefit, which had a huge word-of-mouth advertising.  
  • Limiting # SKU's (#products=3800) to increase volume and get lower prices from manufacturers.
  • To adding hot dogs from Hebrew National, $1.50 for hotdog and a drink, Costco's only loss leader
  • Costco turns inventory 12x/year, where vendors finance Costo's inventory because it sells faster than the payment terms (pay manufacturers within 30 days).
  • To two-part pricing (selling at MC and making money on the membership fees).  
  • Costco clones:  Wal-mart, Home Depot, Starbucks
HT:  Charles

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