Costco’s (COST) 3Q EPS is up to $2.75 from its estimated $2.28. George Tsilis talks about important trends in addition to how the room for growth in ecommerce and international sales helps explain the rising stock price after a very slow start in the beginning of the year. He then goes on to discuss Ulta (ULTA), where expected comparable sales of 39% actually came in at 66%, which raised their outlook for the fiscal year 2021. Finally, Tsilis speaks about VMware (VMW) and parent company Dell Technologies (DELL), which are ahead of expectations but difficult to grow because they already have rich profitability profiles. Tune in to find out more.