I’m swapping out Costco for Procter & Gamble Co. Costco is too expensive. What’s your guys opinion on that one ? PG balance sheet looks like crap though so it’s something to think about.
Looks like a worthwhile choice. PG is probably better than COST right now. COST has been sputtering since their recent ER. PG has recently been outperforming COST, and is at a historically low point relative to COST.
I know I didn't really back it with any metrics. But the scope of PG products coupled with the supply pipeline to many retailers is basic, and basically what I see. Cosco has its hands tied by the retail customers and can be supplier contstrained effecting the customer experience..