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Positive signal for Costco's online channel and member cross-sell potential; uplift depends on incremental orders and delivery economics, but broader online growth could favor COST.
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Costco expanding its Uber Eats partnership to 47 states and about 600 locations could lift online orders and enable membership cross-sell. The move broadens Costco’s digital reach and may attract younger shoppers, but success depends on incremental order growth and delivery economics amid fierce competition from Walmart, DoorDash, and Amazon.
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