Cramer’s Stop Trading: Costco

Watch on YouTube ↗  |  January 05, 2026 at 15:17  |  2:38  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

In a CNBC Stop Trading segment, Jim Cramer focused on Costco, noting it has been hitting new lows, trades at about 43 times earnings, and received a Mizuho recommendation. He said he remains a long-term Costco bull but a short-term sufferer, citing insatiable demand and chart strength while flagging lower renewal rates. The conversation also included lighter banter about Gemini versus ChatGPT, Alphabet, Nvidia volatility, and market reviews in the first weeks of the year.

  • Jim Cramer discusses Costco after Mizuho's recommendation and recent new lows.
  • Cramer says Costco is not cheap at roughly 43 times earnings.
  • He remains a short-term sufferer but long-term lover of Costco.
  • Renewal-rate decline and CFO language are flagged as near-term issues.
  • Cramer jokes about preferring Gemini over ChatGPT and mentions Alphabet.
  • Nvidia is cited as a volatile example but not given a clear call.
  • Mad Money plans to review market winners and losers in early weeks of the year.
Ideas
Jim Cramer Host, Mad Money 0:14
Costco long-term favorite despite weakness
Cramer describes himself as a short-term sufferer but long-term lover of Costco. He notes the stock has repeatedly hit new lows and is not cheap at about 43 times earnings, but he highlights insatiable demand and a best-in-class chart; he also says slipping renewal rates explain recent weakness and management should address the CFO's customer 'choiceful' language.
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This CNBC video, published January 05, 2026, features Jim Cramer discussing COST. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: COST