David Moadel

Why Costco Keeps Winning Even When Consumers Feel Stretched

When household budgets are under pressure, retailers face a difficult balancing act: customers want lower prices, but companies still need to protect margins and keep earnings growing. Costco Wholesale (NASDAQ:COST) has built its business around that tension. Its warehouse model, bulk-buying power, and membership structure make it particularly attractive to shoppers looking for value without giving up quality.

30 October 2026 at 08:08 pm AEDT

The Drug Patent Cliff: Which Pharmaceutical Stocks Have the Most to Lose?

Big Pharma is staring at one of the biggest waves of patent expirations in decades. According to Norstella forecasting data provided by Evaluate, between $300bn and $500bn in annual drug sales could face generic or biosimilar competition by the early 2030s. The losses won't arrive all at once: they'll hit in stages, with 2028 shaping up to be a particularly heavy year.

30 October 2026 at 01:09 am AEDT