Both Staples and Costco disappointed investors this quarter, but one key difference here separates a long-term performer from a company that could be in serious trouble. While Costco reported a 15% decline in profits, its third-straight quarter of underperforming expectations,Motley Fool analyst Bill Mann says, on Thursday's Investor Beat, that the company draws its real revenue from its membership model, and that this is a business that is still very strong at the moment. Meanwhile, with Staples announcing that it will be closing 10% of its North American stores, the situation for this company could be much more dire.

Then, Mr. Peabody & Sherman hits theaters on Friday, which could be good news for DreamWorks Animation. Bill discusses with host Chris Hill why he is bullish on the company. He sees its success as being more about a collection of characters that can continue to be successful, rather than being dependent on how well-received a single movie from the company ends up being at the box office. And with the sequel to How to Train Your Dragon coming out later this year, it could be a good year for the company.