We recently hosted our Annual Costco Forum September 14th & 15th.
CRC’s retail analysts and industry thought leaders led sessions that focused on the company’s recent performance metrics, key challenges and opportunities facing suppliers, and provided action items for your team to implement.
The Virtual Forum Agenda included the following presentations:
Macroeconomic and Retail Landscape
Presented by Rusty Wilson, Senior Analyst, and John Selio, Research Associate, Cleveland Research Company
Deep Dive on Costco Performance & Maximizing Promotional Opportunities
Presented by Scott Bender, Senior Analyst, Cleveland Research Company
Overview of the Competitive Set – Sam’s Club and BJs
Presented by Ben Metzger, Research Associate, Cleveland Research Company
Tips for Calling on Costco
Guest Speaker Mark Mobilia, Co-Founder, Elevate Partners
ABOUT THE PRESENTERS
Mark Mobilia
Co-Founder, Elevate Partners
Mark has spent the last 25+ years successfully selling to Costco. He has established relationships in all regions and levels of the company and experience in all aspects of the selling process: from sales planning and execution, to customer interface, to mentoring sales leaders.
In 2019, he cofounded Elevate Partners, a Seattle firm specializing in consumer packaged goods to bring about positive change to the industry.
Mark holds a Bachelor’s Degree in Business and Corporate Communications from California State University, Northbridge.
Rusty Wilson, CFA
Senior Research Analyst, Cleveland Research Company
Rusty is a Senior Analyst at Cleveland Research Company covering softlines retail including department stores, off-price, mass/club, sporting goods, specialty and online channels. Rusty also plays a role in the Market Research business, helping with the Firm’s Traditional Retail Council product and presentations. Prior to joining CRC, Rusty started his career at Saks Fifth Avenue as an Executive Trainee and an associate in retail planning and financial forecasting.
Rusty received a B.S. in business administration and marketing from The Ohio State University. He is a CFA® charterholder and member of the CFA Institute.
Scott Bender
Senior Research Analyst, Cleveland Research Company
Scott is a Senior Analyst and Partner at Cleveland Research Company covering the grocery, mass, club and dollar channels in addition to Amazon. Scott also plays a role in the Market Research business, helping with the Firm’s Traditional Retail Council product and presentations. Prior to joining CRC, Scott was a Research Associate at FTN Midwest Securities.
Scott received a B.S. in economics from John Carroll University.
John Selio
Research Associate, Cleveland Research Company
John is a Research Associate at Cleveland Research, covering the grocery, mass, club, and dollar channels, as well as trends at Amazon. As an equity research associate, he has focused on gathering insights on the retail channel since joining the company in 2016. Prior to joining CRC, John held positions in corporate finance at Ernst & Young and Materion Corporation.
John holds a Bachelor’s Degree in Accounting from Miami University, and attained his CPA license in 2011.
Ben Metzger
Research Associate, Cleveland Research Company
Ben is a Research Associate at Cleveland Research Company. He is focused on gathering insights and expanding CRC’s coverage in the retail industry to find valuable inflections and trends for grocery, mass, club, dollar, and eCommerce channels. Ben was a former intern on CRC’s Consumer Team before joining the firm full-time in 2018. Ben holds two Bachelor’s Degrees in Finance and Economics and graduated Summa Cum Laude from Miami University.
