[Costco's 11% sales jump](https://www.cnbc.com/2026/05/28/costco-cost-q3-2026-earnings.html) while (https://www.cnbc.com/2026/05/28/gap-gap-earnings-q1-2026.html) and (https://www.cnbc.com/2026/05/28/american-eagle-aeo-earnings-q1-2026.html) — this isn't noise, it's the K-shaped consumer crystallizing in real-time. Costco's treasure-hunt format + low price = recession-proof.

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