HeyJaredEarnings Unscripted: Stock Earnings Calls & Analysis
Earnings Unscripted delivers short-form earnings call analysis. Each episode breaks down corporate earnings calls, compares management commentary with financial results, and highlights key insights for investors seeking fast earnings analysis.
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- Sep 4, 2026
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Costco Q1 2026: A sleeping digital giant? - 12.11.2025 (001) (opens the original)
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In this episode of Earnings Unscripted, Susie and Miro unpack a quarter that proves Costco is far more than just $1.50 hot dogs and bulk toilet paper. While the headline numbers were solid (revenue up 8% and a nice EPS beat) the real story is happening behind the scenes. We discuss how a retailer famous for resisting technology suddenly posted a massive 20% surge in e-commerce and a 48% jump in app traffic. Is the sleeping digital giant finally waking up? We also dig into the mechanics of the lo
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