
Costco (COST) and Home Depot (HD) are two very different retailer stocks that have avoided this year’s retailer woes, offering unique growth and value propositions for long term investors.
Costco’s membership-based model has insulated itself from the systemic theft issues other retailers such as Target (TGT) and Foot Locker (FL) are experiencing. Meanwhile, Home Depot finds itself in the sweet spot in this higher interest rate environment, where homeowners are sitting on record home valuations and record low mortgage rates.