bought $40k in COST calls because of something i noticed at my local costco and i need you to hear me out before you say anything
i know. just read it.
i go to costco every other sunday. same time, same parking spot, third row from the entrance. not because i can't walk. because the first two rows are for people who value their time more than i value mine and i've made a decision about that.
last sunday i had to park in the fourth row.
i have been going to this costco for four years and i have never parked in the fourth row. not once. and before you say "it was just a busy sunday" i need you to understand that i know what a busy sunday looks like and this was not that. these were different people. new people. people who do not have an established row.
i went inside and i could see it happening in real time. costco was acquiring new customers while i was standing there watching. i saw a man in a patagonia vest try to figure out where the carts go. he didn't know where the carts go. he was new.
i bought a hot dog and stood there and thought about what it means when a place that everyone already goes to starts getting people who didn't go there before.
then i looked at a photo i took of the hot dog and in the background you can see the parking lot and i compared it to photos from previous sundays and it's not the same parking lot. the density is different. something has shifted and it shifted recently and i only noticed because i had to park in the fourth row.
i don't know how to put this into a spreadsheet. i just know what it feels like.
position: COST 6/20 $1000c x11 avg $3.60. bought them in the fourth row on my phone before i started the car.
this is either going to make complete sense or i'm going to have to start parking in the fifth row.