COST · Consumer

COSTCO WHOLESALE CORP /NEW

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open 10 new U.S. locations during October and November 2026. The planned openings comprise nine traditional warehouses and one Business Center in Chandler, Arizona. Five locations are scheduled to open…
• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  Costco launched nationwide on DoorDash Marketplace, enabling members to order groceries, household essentials, and seasonal items for same-day delivery. Costco also expanded its Uber Eats partnership to nearly 600…

News · 2026-09-22

• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  DoorDash completed a nationwide rollout of same-day Costco delivery from all Costco warehouses. The service offers more than 4,000 items through DoorDash and supports in-app Costco membership linking. The rollout…
• Same-day Delivery and Third-party PartnersImportance 31 · Surprise 42
  DoorDash has completed a nationwide rollout of same-day Costco delivery from all warehouses. The service offers more than 4,000 items through DoorDash’s platform, expanding Costco’s indirect digital distribution…
• Institutional Ownership ChangesImportance 26 · Surprise 38
  State Street increased its Costco stake by 31.7% during the second quarter of 2026. State Street now owns 23.9 million Costco shares valued at more than $22 billion. Costco shares were reported at $901.24, with a…
• Warehouse Food Court Product TransitionImportance 20 · Surprise 42
  Costco is bringing back its twisted churro to food courts nationwide for a limited-time offering. The item is priced at $1.49, positioning it as a low-priced food-court product. Rollout timing will vary by warehouse…

News · 2026-09-21

• Membership / Enrollment TrendsImportance 56 · Surprise 24
  Costco’s membership renewal rate is reported at above 92%. Gross membership income is described as nearing $9 billion as the company enters fiscal 2026. The membership model is identified as a primary source of…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open 10 new U.S. warehouses across nine states during October and November. The openings include locations in California, New York, and Texas, among other states, and support the company’s stated…
• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  Costco launched nationwide on the DoorDash Marketplace in the United States, enabling members to order a broad range of products for same-day delivery. The expansion builds on Costco’s existing global DoorDash…
• Food Court Product TransitionImportance 25 · Surprise 42
  Costco confirmed that its popular twisted churro is returning to food courts nationwide on a limited-time basis. The redesigned and larger churro is priced at $1.49, with rollout occurring gradually across warehouses,…

News · 2026-09-20

• Trade Policy and TariffsImportance 17 · Surprise 24
  U.S. President Donald Trump and Chinese President Xi Jinping are scheduled to meet on Thursday, September 24, 2026, to discuss economic and geopolitical issues. The summit could affect the future direction of…
• Interest Rate EnvironmentImportance 8 · Surprise 6
  The U.S. Federal Reserve recently raised interest rates, with central bankers scheduled to provide further commentary at conferences during the week of September 20, 2026. Costco and other consumer companies are…

News · 2026-09-19

• Warehouse Food Court Product TransitionImportance 13 · Surprise 24
  Costco is bringing back its twisted churro to U.S. food courts on a limited-time basis after removing it from the menu for several years. The item returns at its original $1.49 price, responding to customer requests…

News · 2026-09-18

• Tariff Refund LawsuitsImportance 34 · Surprise 42
  Costco is opposing a proposal to centralize at least 25 customer lawsuits seeking refunds related to tariffs. The company and other retailers argue that the cases involve materially different pricing decisions and…
• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  Costco expanded nationwide same-day delivery through partnerships with Uber Eats and DoorDash, extending its e-commerce reach beyond warehouse shopping. Uber Eats now provides access to nearly all U.S. Costco…
• Membership / Enrollment TrendsImportance 25 · Surprise 24
  Third-party reporting cited Costco membership renewal rates above 90%, indicating strong customer retention. The company’s bargain-price positioning continues to support loyalty among membership customers despite…

News · 2026-09-17

• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  Costco launched nationwide same-day delivery through the DoorDash Marketplace across all U.S. warehouses on September 17, 2026. The service gives Costco members access to more than 4,000 products through DoorDash and…

News · 2026-09-16

• Digital Channel and Delivery GrowthImportance 31 · Surprise 42
  Costco and Uber Eats expanded delivery availability from 17 states to 47 U.S. states, covering nearly 600 Costco locations. Costco members can order groceries, household products and other merchandise through the Uber…

News · 2026-09-15

• Kirkland Motor Oil Pricing and LimitsImportance 59 · Surprise 82
  Costco nearly doubled the price of its Kirkland Signature full-synthetic motor oil two-pack to $57.99 as crude oil costs rose amid supply pressure linked to the Iran war. The retailer also imposed membership-based…
• Inflation and Fuel Price ImpactImportance 42 · Surprise 64
  The ongoing Iran war has driven crude oil costs higher, contributing to record national average gasoline and diesel prices. Costco nearly doubled the price of its Kirkland Signature full-synthetic motor oil two-pack to…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open 14 warehouses in the United States and Canada during October and November, including 10 U.S. locations and four Canadian locations. Some of the new warehouses will replace older, smaller stores,…
• Store Count and Expansion PipelineImportance 34 · Surprise 42
  Costco plans to open 14 warehouses across the United States and Canada during October and November, including 10 U.S. locations and four Canadian locations. Some new warehouses will replace older, smaller stores, while…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Waverly Advisors increased its Costco stake by 79.2% in the second quarter, purchasing 38,723 shares and reaching 87,623 shares valued at $81.97 million. Integrated Wealth Concepts increased its position by 35.2%,…

News · 2026-09-14

• Supply Chain and Pricing PressureImportance 65 · Surprise 82
  Costco raised prices on Kirkland and Mobil 1 motor oil while limiting member purchases to two units per week. Reports indicated that Kirkland motor oil prices nearly doubled. The actions followed higher oil prices,…
• Kirkland Motor Oil Pricing and LimitsImportance 65 · Surprise 82
  Costco raised prices on Kirkland and Mobil 1 motor oil, with reports indicating that the Kirkland product price nearly doubled. The retailer limited members to purchasing two units per week. The actions reflect tighter…
• Middle East Conflict ImpactImportance 53 · Surprise 82
  Ongoing conflict in the Middle East has contributed to higher oil prices affecting Costco’s motor-oil pricing. Reports cited Saudi Arabia’s closure of the East-West oil pipeline as a recent factor behind the increase.…
• Capital Return — Dividend IncreaseImportance 50 · Surprise 58
  Costco increased its dividend by 13%, according to third-party reporting. The company pays a quarterly dividend of $1.47 per share. The dividend increase was cited as a positive factor for investor sentiment ahead of…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco resubmitted plans for a 166,000-square-foot warehouse in Asheville’s Enka Commerce Park. The proposal includes a 32-pump gasoline station and 914 parking spaces. The project will proceed to the city’s Planning &…
• Store Expansion — AshevilleImportance 34 · Surprise 42
  Costco resubmitted plans for a 166,000-square-foot warehouse in Asheville’s Enka Commerce Park. The proposal includes a 32-pump gas station and 914 parking spaces, indicating a large-format warehouse and fuel-station…
• Store Expansion and Expansion PipelineImportance 34 · Surprise 42
  Costco resubmitted plans for a 166,000-square-foot warehouse in Asheville, North Carolina’s Enka Commerce Park. The proposal includes a 32-pump gas station and 914 parking spaces. The revised application addresses road…
• Customer DynamicsImportance 20 · Surprise 24
  A Numerator analysis found that consumers shifted more than $12 billion in consumer packaged goods spending away from Kroger to competitors including Costco, Amazon, and Walmart during the past year. The shift was…
• Competition and Market ShareImportance 20 · Surprise 24
  A Numerator analysis found that Kroger and its associated brands lost more than $12 billion in consumer packaged goods spending to Amazon, Walmart, and Costco over the past year. Lower-income households reduced Kroger…
• Institutional Ownership ChangesImportance 13 · Surprise 24
  Bank of America acquired 7,249,774 Costco shares valued at approximately $6.78 billion, representing 1.63% of Costco’s outstanding stock. Virginia Retirement Systems purchased 62,907 shares worth about $58.85 million,…

News · 2026-09-13

• Institutional Ownership ChangesImportance 9 · Surprise 6
  Multiple institutional investors disclosed new or increased Costco positions during the second quarter through SEC filings. Maloon Powers Pitre Higgins and Dennehy acquired approximately $4.37 million of shares,…

News · 2026-09-12

• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open a 160,000-square-foot warehouse in Camarillo, Southern California, on October 30, after years of litigation delayed development. The location will include a food court, pharmacy, optical center,…
• Store Expansion and Footprint GrowthImportance 34 · Surprise 42
  Costco plans to open a 160,000-square-foot warehouse in Camarillo, Southern California, on October 30, 2026, after years of litigation delayed development. The store will include a food court, pharmacy, optical center,…
• Institutional Ownership ChangesImportance 31 · Surprise 46
  Meadowbrook Wealth Management reduced its Costco position by 82.1%, selling 1,305 shares and retaining 285 shares. Concurrent Investment Advisors increased its stake by 15.0% in the second quarter to 22,766 shares…
• Digital Channel and Delivery GrowthImportance 23 · Surprise 24
  Costco has improved its digital sales and delivery services, with U.S. same-day delivery averaging less than 45 minutes. The company’s technology strategy is focused on improving member satisfaction and the…

News · 2026-09-11

• Digital Channel and AI GrowthImportance 35 · Surprise 48
  Costco’s digital sales increased 20.8% year over year in the reported period. Operational improvements and artificial-intelligence initiatives supported member engagement and warehouse efficiency. The digital channel…
• Digital Channel GrowthImportance 35 · Surprise 48
  Costco’s digital sales increased 20.8% year over year. The growth reflects continued member engagement through Costco’s online channel. Operational and AI-driven improvements were also reported as enhancing warehouse…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco is expanding its warehouse footprint with 14 new warehouses. The expansion is cited alongside continued membership growth and strong comparable-sales performance. The reported openings indicate ongoing capacity…
• Costco Next Marketplace ShutdownImportance 31 · Surprise 42
  Costco shut down Costco Next, its online marketplace that enabled members to purchase discounted products directly from vendors. The service disappeared without prior notice on or before September 11, 2026, surprising…
• Membership / Enrollment TrendsImportance 20 · Surprise 24
  Costco’s membership growth, particularly in its Executive tier, is described as strengthening the company’s competitive moat. Executive members contribute to higher spending and renewal rates. The trend supports…

News · 2026-09-10

• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open 10 new warehouses across nine U.S. states by the end of November 2026, supporting its broader target of adding 25–30 locations globally. Approximately half of the planned openings are expected in…
• Institutional Ownership ChangesImportance 30 · Surprise 38
  Ironvine Capital Partners reduced its Costco stake by 19.3% in the second quarter, retaining 27,040 shares valued at $25.3 million. Strategic Advisors cut its position by 43.1%, selling 3,259 shares and retaining 4,302…

News · 2026-09-09

• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open more than a dozen new warehouses across the United States and Canada before the end of 2026. Five locations are scheduled for October and nine more for November. In Texas, the company plans its…
• Costco Next Marketplace ShutdownImportance 30 · Surprise 42
  Costco discontinued its Costco Next online marketplace earlier in September 2026 without a public announcement. The service allowed members to purchase discounted products directly from partner retailers, while returns…
• Institutional Ownership ChangesImportance 23 · Surprise 38
  Institutional ownership accounted for 68.48% of Costco’s shares, according to the reported second-quarter holdings data. Hollencrest Capital Management reduced its position by 66,257 shares, or 93.9%, while Van ECK…

News · 2026-09-08

• Market Demand TrendsImportance 48 · Surprise 40
  Costco reported August net sales of $23.70 billion, up 9.9% year over year. Global comparable sales increased 8.4%, supported by resilient consumer demand, non-food categories, ancillary businesses, and higher gasoline…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million,…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Costco announced a quarterly dividend of $1.47 per share. The cited reports described the dividend as producing an annual yield of approximately 0.6%. The payment represents ongoing shareholder capital returns…

News · 2026-09-07

• Revenue Performance and MixImportance 48 · Surprise 40
  Costco reported August net sales of $23.70 billion for the four weeks ended August 30, 2026, up 9.9% year over year from $21.56 billion. Fourth-quarter net sales increased 11.3% to $93.9 billion, while fiscal-year net…
• Store Expansion and Footprint GrowthImportance 34 · Surprise 42
  Costco announced that its first Western New York warehouse, in Amherst, will open on October 28, ahead of the holiday shopping season. The store is located at 4230 Ridge Lea Road after construction delays caused by…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million,…
• Digital Channel GrowthImportance 20 · Surprise 40
  Costco’s fourth-quarter net sales increased 11.3% year over year to $93.9 billion, while companywide comparable sales rose 9.4%. Digitally enabled comparable sales surged 19.5%, materially outpacing reported digital…

News · 2026-09-05

• Institutional Ownership ChangesImportance 28 · Surprise 46
  Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million,…

News · 2026-09-04

• Institutional Ownership ChangesImportance 28 · Surprise 46
  Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million,…
• Product Safety RecallImportance 25 · Surprise 42
  Approximately 6.3 million Mistolin Dilutable Cleaners and Lestoil Heavy Duty Multi-Purpose Cleaners manufactured by Clorox were recalled in Puerto Rico and the U.S. Virgin Islands. The affected products may be…
• Digital Channel GrowthImportance 20 · Surprise 40
  Costco’s fourth-quarter net sales increased 11.3% year over year to $93.9 billion, while companywide comparable sales rose 9.4%. Digitally enabled comparable sales surged 19.5%, materially outpacing reported digital…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Costco announced a quarterly dividend of $1.47 per share. The cited reports described the dividend as producing an annual yield of approximately 0.6%. The payment represents ongoing shareholder capital returns…