The Co-Analyst

The precision of a terminal with the adaptability of AI

Get up to speed in 2 hours instead of 2 weeks. Fast, precise and verifiable. Just ask and get results. No prompting gymnastics.

Just the facts. Direct from source. Every time.

  • 01

    High-precision results

    Get multi-period, multi-document results with accuracy and complete auditability.

  • 02

    Guidance captured -- every word, every hedge

    No missed forward-looking statements, no guesswork.

  • 03

    Track hard-to-find metrics

    Filings, releases, decks, transcripts -- synthesized so you don't miss a line.

COST

Costco Wholesale

Membership Metrics by Geography

QuarterU.S. & Canada RenewalWorldwide RenewalPaid HH (M)Cardholders (M)Exec % PaidExec % Sales
Q4 202592.3%89.8%81.0145.247.7%74.2%
Q3 202592.7%90.2%79.6142.847.3%73.1%
Q2 202593.0%90.5%78.4140.647.1%73.8%
Q1 202592.8%90.4%77.4138.846.8%73.1%

Inflation Commentary by Product Category

QuarterFresh FoodsFood & SundriesNonfoodsOverall
Q4 2025Low-mid single digit; beef/coffee/sugar up, produce/eggs downSimilar to freshInflation returned, low single digit, imported itemsLow-mid single digit; LIFO $43M
Q3 2025Low-mid single digit; meat/candy up, produce/liquor downSimilar to freshLow single-digit returned after deflationLow-mid single digit; LIFO $130M
Q2 2025Most inflationary, driven by meat/bakeryLow; eggs/cocoa/coffee up, sugar/butter downDeflationary, evening outLow single digit, trend increasing
Q1 2025Slightly inflationarySlightly inflationaryDeflationaryEssentially flat across core
ChartTransposeCopyCSV

Market Intelligence

Next generation screening: AI + fundamentals

Combine high-quality fundamental metrics with high-precision AI for better screens, discovery and sector primers. More than just a screener — we support peer comparisons, sector primers and thematic deep dives.

  • 01

    AI-powered screening and discovery

    Combine natural-language AI queries with fundamental metrics to surface what traditional screens miss.

  • 02

    Peer comparisons, sector primers and thematic deep dives

    Compare companies on strategy, outlook and metrics — or explore cross-cutting themes across your universe.

  • 03

    Guidance tracking and forensic risk screening

    See which management teams are revising guidance and screen by forensic risk scores to flag red flags at scale.

Analysis of Oil and Iran Conflict Data and Themes

Indirect Exposure: Fuel, Freight, Resin, Diesel, Consumer Demand

Many companies in the table are exposed to oil and Iran conflict primarily through indirect channels such as higher fuel, freight, resin, and logistics costs, or through consumer demand sensitivity to gasoline prices.

TickerCompanyImpactTEV/EBITDARev Growth
WGOWinnebago IndustriesNegative13.45x1.38%
MLKNMillerKnoll IncNegative4.34%
CNMCore & Main IncPositive13.29x8.09%
FDXFedEx CorpUnknown9.74x
DRIDarden RestaurantsNegative11.35x8.61%
SFDSmithfield FoodsNegative5.91x7.53%
CTASCintas CorpNegative25.72x8.60%
LARLithium Argentina AGUnknown-17.12x
KBHKB HomeNegative10.49x-10.01%
WORWorthington EnterprisesNegative9.99x7.43%
ASHAshland IncNegative9.57x-11.74%

Forensic Risk Assessment

Quantify fraud risk

Hudson Labs proprietary forensic risk scores predict the likelihood of fraud using unstructured data points like related party, accounting and off-balance sheet risk.

  • Anticipate the next short report or SEC enforcement action
  • High risk companies are 3x more likely to be sued for fraud
  • Monitor accounting problems, related parties, off-balance sheet risk, management integrity and more

Forensic Risk Score

Very High Risk

86/100

As of Mar 05, 2026

△ +10
2025 Risk Score76

Category breakdown

CategoryRating
Earnings and Accounting
Liquidity, Credit & Financing
Related Parties & Conflict
Resignations & Dismissals
Internal Controls
Legal & Regulatory
Governance
Strategic Complexity

Automations

Turn manual tasks into alpha with Co-Analyst Agents

Create your own agent to automate earnings, research and portfolio monitoring. Set up custom workflows that run on your schedule and deliver results directly to you.

1

Trigger

New Earnings Call

AAPL · Q1 2026 Earnings · Just filed

2

Co-Analyst Query

Running query…

"Summarize earnings and compare to consensus estimates"

Processing
3

Deliver

Structured Report Sent

Delivered to your inbox

AAPL Q1 2026 Earnings Summary

Revenue$124.3B ▲ Beat +2.1%
EPS$2.42 ▲ Beat +$0.08
Gross Margin46.9% ▲ +80bps
GuidanceAbove consensus

Coverage Universe & Content Library

Comprehensive coverage across all U.S. issuers

The Co-Analyst covers all U.S. issuers and ADRs, accessing SEC filings, conference/earnings call transcripts, investor decks, press releases and more. The Co-Analyst can optionally access web sources.

SEC Filings

10-K, 10-Q, 8-K, proxy, S-1

Transcripts

Earnings and conference calls

Investor Decks

Presentations and slides

Press Releases

Material announcements

Fundamental Metrics & Consensus Estimates

Sourced from S&P Market Intelligence

Web Sources

Optional web access

Testimonials

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Buyside AI Reviews

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Tripp Blumm

Partner at Princeton Value Partners

I’m blown away by what you’ve built.

Ken Taylor

Ken Taylor

Founder at Telos Research

I use Hudson Labs to take what was a two or three hour process down to a 20-minute process.

Brett Caughran

Brett Caughran

Founder at Fundamental Edge

It’s easy to see the efficiency gains. Hudson Labs handles high-precision financial tasks where errors can be very costly.

Buyside AI Reviews

Buyside AI Reviews

Independent Reviewer at Buyside AI Reviews

It’s the best I’ve seen.

Tripp Blumm

Tripp Blumm

Partner at Princeton Value Partners

I’m blown away by what you’ve built.

Ken Taylor

Ken Taylor

Founder at Telos Research

These tools are spot on. They quickly get me up to speed and make me sound very smart.

Will Henderson

Will Henderson

Analyst at Wolfpack Research

Thanks for building such an excellent tool for investors.

Adam Parmer

Adam Parmer

Managing Partner at Enhancing Capital

A significant process improvement for identifying securities fraud.

Tom Elrod

Tom Elrod

Partner at Kirby McInerney LLP

These tools are spot on. They quickly get me up to speed and make me sound very smart.

Will Henderson

Will Henderson

Analyst at Wolfpack Research

Thanks for building such an excellent tool for investors.

Adam Parmer

Adam Parmer

Managing Partner at Enhancing Capital

A significant process improvement for identifying securities fraud.

Tom Elrod

Tom Elrod

Partner at Kirby McInerney LLP

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