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I have a theory about Costco. When the economy gets confusing, when tariffs are rising, inflation is creeping back, and nobody is quite sure what happens next, people don't stop spending. They just get smarter about where they spend. Costco (COST) is where smart spending goes. That theory got fresh ...

Nike is the latest brand to come under fire from consumers seeking payback for the tariffs they say they paid in the form of higher prices at retail.

Costco members are taking the retailer to court over its plan to lower prices. Win or lose, the case is going to have big implications for retailers in the months to come.