Costco's membership crackdown may bring in a Netflix-style revenue lift. Morgan Stanley analysts say they've seen "surprising conversion rates" of shoppers paying the fee. Costco could grow US signups by about 8%, or about 4 million people, analysts estimated. Insider Today NSIDER TODA Sign up to get the inside scoop on today's biggest stories in markets, tech, and business — delivered daily. Read preview Bull Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite to ...