For those worried about Costco's work in the delivery space, it looks like they are making forward progress.
Howard Mark's book "The Most Important Thing" discusses many good points. One of his points is that most investors do not consider "second level thinking".
I hold it and am not worried. Costco has always given its customers, employees and shareholders great value. They are making the competitive moves to continue build their market share in light of competitive forces. Just smart business.
