This does not surprise me. Costco has been steadily adding to sales. No, they didn't boom ahead, but like the proverbial turtle, they are bumping along. I would rather have the turtle any day, any time over the hare.
The market has been sizzling for 8 months now, but the economy is still creeping along.
Quite honestly from a personal view, I would rather have a slower growing economy with less boom and bust spikes. It makes for better overall economic environment.