Costco faces heightened investor scrutiny as Executive Vice President Javier Polit and other top executives sold over $2.26 million in shares in late December 2025. These insider sales occurred as the stock struggled to hold a critical technical support level near $862, following a robust earnings beat. Analysts are wary of sales at a support level, signaling a potential market reassessment of Costco's valuation. Simultaneously, Costco is preparing significant operational changes for 2026, including reducing new warehouse openings to 28 and expanding food court membership verification.