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Topic

Warehouse club retail

Membership retail format that sells bulk goods from large low-fit-out warehouses on thin merchandise margins, with subscription fees carrying much of the profit.

Current clusters

invest1 publisher

Costco outsources its last mile to DoorDash and Uber

Costco's merchandise operation is built to break even. Most years its membership fees roughly equal its entire net income. A delivery fleet would have to come out of that line, so DoorDash and Uber get the work.

Publishers:fortune.com

Reality

Evidence58
Adoption62
Hype gap+10
Incentives45
Confidence62