Instacart Slides as DoorDash Eyes Costco, Uber Goes National, and Amazon Plans 1,000 Same-Day Hubs
Edgewater flagged DoorDash-Costco risk. Uber confirmed a 47-state Costco rollout. Amazon is planning 1,000 same-day centers.
Edgewater flagged DoorDash-Costco risk. Uber confirmed a 47-state Costco rollout. Amazon is planning 1,000 same-day centers.
Deutsche Bank upgraded Celsius to Buy from Hold with a $44 price target. Analyst sees a buying opportunity after the recent selloff despite Costco concerns.
Costco’s new Kirkland Signature Sparkling Energy Drink closely mimics Celsius, with similar can size, caffeine content, and flavors. Stifel notes that this caused CELH stock to drop but sees only a near-term risk and maintains a Buy rating.
Amazon Pharmacy now sells Wegovy weight-loss pill. Insured pay $25/month, uninsured start at $149. Needle-free option available nationwide.
Deutsche Bank analyst resumes Costco coverage with Buy rating and $1,044 price target, citing defensive strengths despite mixed 2026 retail outlook.
Novo Nordisk's once-daily Wegovy pill launches in the U.S. at $149/month for self-paying customers, intensifying competition with Eli Lilly in the weight-loss drug market.