The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.

Bill Barker and Dylan Lewis discuss:- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. - Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.- Why big is better for retailers this earnings season.