The company is pursuing substantial tariff refunds after Supreme Court decisions struck down Trump-era tariffs, which could lead to material refunds and influence its cost structure. Bank of America reinstated coverage with a Buy rating and a $1,185 price target, citing strong appeal among higher-income consumers and industry-leading metrics. The company is included among the best long-term performing stocks and has significantly outperformed the market over the past decade. It is also working to address a slip in global membership renewal rates.