MBA 6030 Financial Accounting – Case 1: Costco Wholesale Corporation
This case is a financial statement analysis case involving a retail company. Your case assignment will be
to act as a personal investment advisor for Margarita Torres and make a recommendation as to whether
she should continue to hold her investment in Costco’s shares or finally sell her shares. In order to make
an appropriate recommendation, you will need to:
1) analyze the wholesaler industry
2) conduct an assessment of Costco’s business strategy, risks, and financial performance
3) undertake a competitive benchmarking analysis of Costco’s historic performance
