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● TRACKER Updated 12d ago Β· 38 sources tracked

Costco Reports Higher Fourth-Quarter Profit, Revenue on Resilient Consumer Spending

Costco Wholesale Corporation released financial data detailing income, expenses, and cash flows across annual and quarterly periods, supported by transcripts and market documentation. The warehouse retailer previously posted fourth-quarter results featuring $6.75 earnings per share and $95.723 billion in quarterly revenue, driven by resilient consumer spending. Comparable sales increased 9.4 percent, with gains in pharmacy, gasoline, and membership fees. Annual revenue for fiscal 2026 reached $303.15 billion, a 10.14 percent rise, while management prepares to open 33 new locations in the upcoming fiscal year.

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  • βœ“ Costco Wholesale Corporation previously posted fourth-quarter earnings of $6.75 per share.
  • βœ“ Quarterly revenue reached $95.723 billion.
  • βœ“ Comparable sales climbed 9.4 percent, driven by pharmacy, gasoline, and membership fees.
  • βœ“ Fiscal 2026 revenue totaled $303.15 billion, marking a 10.14 percent increase.
πŸ›‘οΈ Source Corroboration: 38 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Financial documentation and earnings transcripts for Costco Wholesale Corporation have been updated across tracking platforms.

Live updates

  1. Costco Reports Financial Results

    Costco Wholesale Corporation released financial data detailing income, expenses, and cash flows across annual and quarterly periods, supported by transcripts and market documentation. The warehouse retailer previously posted fourth-quarter results featuring $6.75 earnings per share and $95.723 billion in quarterly revenue, driven by resilient consumer spending. Comparable sales increased 9.4 percent, with gains in pharmacy, gasoline, and membership fees. Annual revenue for fiscal 2026 reached $303.15 billion, a 10.14 percent rise, while management prepares to open 33 new locations in the upcoming fiscal year.

    Why it matters

    Financial reports and transcripts provide visibility into the operational performance of major warehouse clubs. Monitoring income statements and cash flow movements helps analysts evaluate the sustainability of retail traffic against broader economic pressures. Costco continues to expand its footprint with planned warehouse openings.

    What is confirmed

    • Costco Wholesale Corporation previously posted fourth-quarter earnings of $6.75 per share.
    • Quarterly revenue reached $95.723 billion.
    • Comparable sales climbed 9.4 percent, driven by pharmacy, gasoline, and membership fees.
    • Fiscal 2026 revenue totaled $303.15 billion, marking a 10.14 percent increase.
    • The company plans to open 33 new locations in fiscal year 2027.

    What to watch next

    • Actual opening dates and locations for the 33 planned fiscal year 2027 warehouse clubs
    • Subsequent quarterly earnings reports and income statement filings
    Sources used for this update (4)
    1. finance.yahoo.com β€” Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
    2. www.dailymail.com β€” UK Home | Daily Mail Online
    3. www.marketbeat.com β€” Costco Wholesale (COST) Financials 2026 - Income Statement ...
    4. www.bamsec.com β€” Costco Wholesale Corporation – Transcripts – BamSEC
    confidence 100%
  2. Costco Reports Fourth-Quarter Profit and Revenue Growth

    Costco Wholesale Corporation posted an earnings beat for the fourth quarter with $6.75 per share alongside $95.723 billion in quarterly revenue, driven by resilient consumer spending. Comparable sales climbed 9.4 percent, fueled by strong results in pharmacy, gasoline, and membership fees. Fiscal 2026 revenue reached $303.15 billion, marking a 10.14 percent increase. The warehouse club operator plans to open 33 new locations in fiscal year 2027.

    Why it matters

    The warehouse club operator's financial results demonstrate steady performance in retail and membership revenue. These figures provide insight into consumer behavior and spending resilience across multiple categories.

    What is confirmed

    • Costco Wholesale Corporation posted an earnings beat for the fourth quarter with $6.75 per share.
    • Quarterly revenue reached $95.723 billion.
    • Comparable sales climbed 9.4 percent, fueled by strong results in pharmacy, gasoline, and membership fees.
    • Fiscal 2026 revenue reached $303.15 billion, marking a 10.14 percent increase.
    • The warehouse club operator plans to open 33 new locations in fiscal year 2027.

    What to watch next

    • Implementation of the fiscal year 2027 expansion plan to open 33 new locations
    • Upcoming quarterly financial performance reports
    Sources used for this update (2)
    1. www.costco.ca β€” Welcome to Costco Wholesale
    2. economictimes.indiatimes.com β€” Costco Wholesale Corporation Quarterly Results, Financial ...
    confidence 100%
  3. Costco Reports Strong Fourth-Quarter Financial Growth

    Costco Wholesale Corporation posted an earnings beat for the fourth quarter with $6.75 per share alongside $95.723 billion in quarterly revenue. Comparable sales climbed 9.4 percent, fueled by strong results in pharmacy, gasoline, and membership fees. Fiscal 2026 revenue reached $303.15 billion, marking a 10.14 percent increase. The warehouse club operator plans to open 33 new locations in fiscal year 2027.

    Why it matters

    The retailer continues to benefit from resilient consumer spending trends. These latest figures demonstrate steady expansion across core operational areas as the company prepares its warehouse footprint for the coming fiscal year.

    What is confirmed

    • Costco Wholesale Corporation reported fourth-quarter earnings of $6.75 per share.
    • Quarterly revenue reached $95.723 billion.
    • Comparable sales climbed 9.4 percent, driven by pharmacy, gasoline, and membership fees.
    • Fiscal 2026 revenue reached $303.15 billion, up 10.14 percent.
    • Costco plans to open 33 new warehouses in fiscal year 2027.

    What to watch next

    • Actual delivery of the 33 planned warehouse openings in fiscal year 2027
    • Future quarterly earnings reports to track ongoing consumer spending resilience
    Sources used for this update (4)
    1. seekingalpha.com β€” LATEST FINANCIAL STOCKS AND REIT ANALYSIS
    2. www.costco.es β€” Home | Costco Spain
    3. www.costco.com β€” Member-Only Warehouse Savings - Costco Wholesale
    4. finance.yahoo.com β€” Is COST a Buy as Strong Growth Meets a Premium Earnings ...
    confidence 100%
  4. Costco Reports Higher Q4 Profit, Revenue on Resilient Consumer Spending

    Costco Wholesale Corporation reported a fourth-quarter earnings beat with $6.75 per share, and $95.723 billion in quarterly revenue. Comparable sales climbed 9.4 percent, driven by strong performance in pharmacy, gasoline, and membership fees. The company's fiscal 2026 revenue reached $303.15 billion, up 10.14 percent. Costco plans to open 33 new warehouses in fiscal year 2027.

    Why it matters

    The retailer's resilient consumer spending and robust demand for bulk goods and discount services have contributed to its growth. Costco's strong quarterly performance is significant as it indicates consumer willingness to spend despite economic uncertainty. The company's growth in membership fees and renewal rates also highlight its stable customer base. This performance is crucial for investors evaluating the company's valuation and future prospects.

    What is confirmed

    • Costco's quarterly revenue rose to $95.723 billion.
    • Comparable sales for the quarter climbed 9.4 percent.
    • Fiscal 2026 revenue reached $303.15 billion, up 10.14 percent.
    • Costco plans to open 33 new warehouses in fiscal year 2027.
    • Net Sales up 11.2%, comps up 9.4%.
    • Operating Income up 14%, Net Income up 15%.

    What to watch next

    • Costco's stock performance and investor reaction
    • The impact of economic conditions on consumer spending
    • The execution of Costco's plans to open new warehouses
    Sources used for this update (8)
    1. www.zerohedge.com β€” Futures Slide From Record As Oil Jumps On Hormuz Tanker Attacks, 30Y Yield Hits 2002 High | ZeroHedge
    2. brucewinderretail.substack.com β€” Double Click: Costco Q4 Fiscal 2026 Earnings Review & Commentary
    3. www.quarter-results.com β€” Costco Wholesale (COST) Q4 2026 Earnings Report
    4. www.marketscreener.com β€” Costco Wholesale Corporation: Official Announcements - Stock ...
    5. www.ad-hoc-news.de β€” Costco reports fiscal 2026 growth and Costco Wholesale stock ...
    6. www.interactivecrypto.com β€” Costco’s Q4 Win Didn’t Settle the Real Fight Over Valuation
    7. seekingalpha.com β€” What's next for Cost after Q4 results? (COST:NASDAQ)
    8. www.newscentralaustralia.com β€” Costco Wholesale Corporation Reports Fourth Quarter and ...
    confidence 100%
  5. Costco Beats Fourth-Quarter Expectations on Strong Sales

    Costco Wholesale Corporation reported fourth-quarter earnings of $6.75 per share, beating analyst estimates of $6.54. Quarterly revenue rose to $95.723 billion, driven by robust consumer demand for bulk goods and discount services. Comparable sales for the quarter climbed 9.4 percent, while full-year net sales reached $297.2 billion. Growth was supported by strong performance in pharmacy, gasoline, and membership fees, alongside a 92.3 percent renewal rate in the United States and Canada. Executive membership penetration reached a record high, and the company plans to open 33 new warehouses in fiscal year 2027.

    Why it matters

    The fourth-quarter performance highlights resilient consumer spending despite ongoing tariff pressures facing the retail sector. High renewal rates and expanding executive membership penetration indicate sustained customer loyalty and steady cash flow for the wholesale club operator. These results reflect broader demand patterns as shoppers seek value in bulk purchasing.

    What is confirmed

    • Costco Wholesale issued Q4 2026 earnings on September 24, 2026, reporting an EPS of $6.75, which beat analysts' consensus estimates of $6.54 by $0.21.
    • Quarterly revenue rose to $95.723 billion, surpassing the consensus estimate of $94.97 billion.
    • Costco's Q4 comparable sales rose 9.4 percent.
    • Full-year fiscal 2026 net sales reached $297.2 billion.

    Still unconfirmed

    • Costco Wholesale's next earnings date is estimated for Thursday, December 10, 2026, based on past reporting schedules.

    What to watch next

    • Monitor the opening of the 33 new warehouses planned for fiscal year 2027.
    • Track the next earnings report estimated for Thursday, December 10, 2026.
    Sources used for this update (3)
    1. www.marketbeat.com β€” Costco Wholesale (COST) Earnings Date and Reports 2026
    2. theshelbyreport.com β€” Costco Q4 Comp Sales Up 9.4%; FY26 Net Sales Hit $297.2B
    3. simplywall.st β€” How Strong Earnings Growth Will Impact Costco (COST ...
    confidence 95%
  6. Costco Reports Q4 2026 Revenue of $95.7 Billion and Plans Expansion

    Costco Wholesale Corporation exceeded fourth-quarter expectations with revenue of $95.723 billion and diluted earnings per share of $6.75. Growth was driven by pharmacy, gasoline, and membership fees, including a 92.3% renewal rate in the US and Canada. Digital sales rose 19.5% while executive membership penetration reached a record high. Despite ongoing tariff pressures, the company plans to open 33 new warehouses in fiscal year 2027. Full-year sales reached $297,247 million, reflecting resilient consumer demand for bulk goods and discount services.

    Why it matters

    As the world's third-largest retailer and a leader in beef and organic produce sales, Costco relies on a fee-based membership model to maintain margins. The company is currently managing a balance between strong consumer traffic and rising operating costs. Its performance is a key indicator of how bulk-shopping trends respond to persistent price pressures.

    What is confirmed

    • Costco reported fourth-quarter revenue of $95.723 billion and diluted EPS of $6.75.
    • The company's full-year sales totaled $297,247 million.
    • US and Canada membership renewal rates reached 92.3%.
    • Digital sales increased by 19.5% in the fourth quarter.
    • Costco is ranked 12th on the Fortune 500 for total revenue as of 2026.
    • The company operates as a membership-only big-box warehouse club.

    Still unconfirmed

    • Costco plans to open 33 new warehouses in fiscal year 2027.
    • Executive membership sales surged 11.2% in fiscal 2026.
    • Adjusted comparable sales growth for the quarter was 6.7%.

    What to watch next

    • The actual number of warehouse openings in FY2027
    • Updates on additional tariff refunds beyond the initial $184 million
    • Future membership renewal rates for the US and Canada markets
    Sources used for this update (21)
    1. www.costco.com β€” Welcome to Costco Wholesale
    2. www.costco.com β€” Grocery & Household Essentials - Costco Wholesale
    3. www.costco.com β€” Warehouse Locations | Costco
    4. signin.costco.com β€” Sign In | Costco
    5. www.costco.com β€” Join Costco
    6. en.wikipedia.org β€” Costco - Wikipedia
    7. www.marketbeat.com β€” COST Stock Beats on Earnings as Pharmacy and Gas Sales Grow
    8. finance.yahoo.com β€” Costco Tops Quarterly Earnings, Revenue Views; Comparable ...
    9. www.marketscreener.com β€” Costco Tops Quarterly Earnings, Revenue Views; Comparable Sales Growth Lags
    10. finance.yahoo.com β€” Costco Q4 2026 earnings beat expectations on tariff refund
    11. ecmsource.com β€” Costco Q4 Net Sales Hit $93.9B as Membership Renewals Top 92%
    12. uobkh.com.sg β€” Copilot Monetisation Advances As Corporate Restructuring Drives Markets | Research | UOB Kay Hian
    confidence 95%
  7. Costco Reports Strong Q4 Profit and Revenue on Resilient Consumers

    Costco Wholesale Corporation beat Wall Street estimates for the fourth quarter, delivering a 14.9% increase in net income and higher revenue driven by rising sales and membership fees. Inflation-weary shoppers turned to the warehouse club for bulk deals and discount gasoline, supporting solid performance through the period. The company also secured $184 million in tariff refunds, with additional amounts anticipated. Despite beating consensus projections, market reaction for the stock remained mixed, showing flat to slightly lower movement following the earnings announcement.

    Why it matters

    The warehouse club operator has continued to attract cost-conscious consumers navigating persistent inflation through bulk purchases and discounted fuel options. Membership fee growth remains a key underlying metric for the business model, providing steady streams of high-margin revenue. And the recovery of substantial tariff refunds provided an unexpected boost to quarterly profitability.

    What is confirmed

    • Costco reported higher fourth-quarter profit, revenue, sales, and membership fees.
    • Costco posted a 14.9% net income rise in fiscal Q4.
    • Costco secured $184 million in tariff refunds, with more expected.
    • Inflation-weary shoppers were drawn to the company by discount gas and bulk deals.

    Still unconfirmed

    • Oppenheimer noted that Costco Wholesale's fourth-quarter profit delivery was better than feared.
    • Stock market reaction was mixed, with shares reported as both flat and down following the earnings beat.

    What to watch next

    • Future announcements regarding additional tariff refunds
    • Subsequent membership fee growth metrics
    • Upcoming quarterly sales performance amidst ongoing inflation
    Sources used for this update (13)
    1. Barron's β€” Costco Wholesale Beats Estimates. Its Stock Is Flat.
    2. WSJ β€” Costco Reports Higher Fourth-Quarter Profit as Sales, Membership Fees Rise
    3. Bloomberg β€” Costco Posts Strong Quarterly Profit on Tariff Refunds
    4. Yahoo Finance β€” Costco (NASDAQ:COST) Posts Better-Than-Expected Sales In Q3 CY2026
    5. Reuters β€” Costco tops estimates as discount gas, bulk deals draw inflation-weary shoppers
    6. Yahoo Finance β€” Costco Wholesale Corporation Reports Fourth Quarter and Fiscal Year 2026 Operating Results
    7. CNBC β€” Costco makes progress on a key membership metric. Here's our new price target on the stock
    8. The Seattle Times β€” Costco clinches $184M in tariff refunds, with more expected
    9. Barron's β€” Costco Wholesale Beats Estimates. Its Stock Is Down.
    10. Yahoo Finance β€” Costco posts 14.9% net income rise in fiscal Q4
    11. Anchorage Daily News β€” Costco wins $184M in tariff refunds, with more expected
    12. Fast Company β€” Costco tariff refunds update: Here's how the warehouse club says it gave back to members so far
    confidence 100%
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