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The Demographic and Structural Forces Powering Discount Retail: Premium Member Call Presentation

On October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at the Premium Member Call. In this presentation, we explore how a shrinking middle class, financial strain spreading to older cohorts, shifting consumer spending priorities, persistent inflation and supply-side expansion support discount formats, and we cover what separates winning discounters from the rest.

Costco (NASDAQ: COST) Company Profile

Costco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico).