COST · Consumer

COSTCO WHOLESALE CORP /NEW

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Health Benefit Checkout ExpansionImportance 34 · Surprise 42
  Costco integrated NationsBenefits’ Flex Card across more than 600 U.S. warehouses. Eligible health plan members can use the card at checkout for over-the-counter products, healthy food, and wellness purchases.…
• Health Benefit Checkout PartnershipImportance null · Surprise null
  Costco integrated NationsBenefits' Flex Card across more than 600 U.S. warehouses. Eligible health plan members can use the card at checkout for over-the-counter products, healthy food, and wellness purchases covered…

News · 2026-11-06

• October Revenue Performance and MixImportance 42 · Surprise 40
  Costco reported net sales of $24.50 billion for the four weeks ended November 1, 2026, up 12.6% from $21.75 billion a year earlier. Total comparable sales increased 11.1% across Costco’s geographic markets, following…
• Store Count and ExpansionImportance 40 · Surprise 42
  Costco is continuing its warehouse expansion strategy, with a goal of opening more than 30 new stores annually. The reported target covers the next decade. The digest does not specify the markets or projected capital…
• October Sales and Comparable GrowthImportance null · Surprise null
  Costco reported net sales of $24.50 billion for the four weeks ended November 1, 2026, up 12.6% year over year. Comparable sales increased 11.1% globally, with broad-based growth across operating regions; digitally…

News · 2026-11-05

• October Revenue Performance and MixImportance 35 · Surprise 22
  Costco reported October net sales of $24.50 billion, up 12.6% year over year. Comparable sales rose 11.1% companywide, while U.S. comparable sales excluding gasoline and foreign-exchange effects increased 8.1%. Digital…
• October Sales and Comparable GrowthImportance 35 · Surprise 22
  Costco’s October sales rose 12.6% to $24.50 billion, with companywide comparable sales up 11.1%. U.S. comparable sales excluding gasoline and foreign-exchange effects increased 8.1%. U.S. warehouses were highlighted as…
• Digital Channel GrowthImportance 35 · Surprise 48
  Costco’s digital shopping sales grew 22.5% in October, according to one report; another report put digital sales growth at 22.6%. The reported increase was substantially faster than October companywide comparable-sales…
• Store Expansion and Footprint GrowthImportance 31 · Surprise 42
  Costco is in pre-planning for its first warehouse in Polk County, Florida. The proposed 158,000-square-foot store would be in unincorporated Davenport on U.S. 27 at Heller Brothers Boulevard, between two existing…
• Store Count and ExpansionImportance 31 · Surprise 42
  Costco is in pre-planning for its first store in Polk County, Florida. The proposed warehouse would cover 158,000 square feet and include gas pumps, in unincorporated Davenport on U.S. 27 at Heller Brothers Boulevard.…

News · 2026-11-04

• October Revenue Performance and MixImportance 42 · Surprise 40
  Costco reported net sales of $24.50 billion for the four weeks ended November 1, 2026, up 12.6% from $21.75 billion a year earlier. Net sales for the first nine weeks increased 12.8% to $54.52 billion from $48.33…
• October Sales and Comparable GrowthImportance 42 · Surprise 40
  Costco reported October net sales of $24.50 billion for the four weeks ended November 1, 2026, up 12.6% year over year; net sales for the first nine weeks rose 12.8% to $54.52 billion. Four-week comparable sales…
• Digitally-Enabled Sales GrowthImportance 35 · Surprise 48
  Costco's digitally-enabled sales increased 22.5% year over year in October, the four weeks ended November 1, 2026. The reported measure includes sales initiated through a digital device and fulfilled through a…
• Digital Channel GrowthImportance 35 · Surprise 48
  Costco’s digitally-enabled sales, defined as sales initiated through a digital device and fulfilled through a warehouse, distribution center, or Costco Travel, increased 22.5% year over year in October. A separate…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco was set to open a new warehouse in South Meridian, Idaho, on November 5, its fourth location in the Treasure Valley and eighth in Idaho. The warehouse spans more than 200,000 square feet and includes a 16-pump…

News · 2026-11-03

• Store Count and ExpansionImportance 34 · Surprise 42
  Cape Coral City Council approved a $10 million incentive package for Costco to build a new 165,000-square-foot warehouse and gas station. The approval advances Costco’s planned store expansion in Cape Coral, Florida.…

News · 2026-11-02

• Tariff Refund Class ActionsImportance 34 · Surprise 42
  Costco faces multiple class action lawsuits alleging that it passed import tariffs on to shoppers but did not properly share later tariff-related refunds with members. The claims challenge the company’s handling of…
• Digital Channel and Delivery GrowthImportance 29 · Surprise 30
  Costco is expanding same-day delivery through DoorDash and Uber Eats to give members more ways to shop without visiting a warehouse. At the time of the report, management said on Costco’s fourth-quarter fiscal 2026…
• Same-day Delivery and Third-party PartnersImportance 29 · Surprise 30
  Costco is expanding same-day delivery through DoorDash and Uber Eats, giving members more ways to shop without visiting a warehouse. Uber Eats coverage grew from 17 states to nationwide, and Costco is also rolling out…
• Regulatory RiskImportance 17 · Surprise 24
  Costco joined other publicly traded companies in objecting to the proposed tokenization of its shares on the OKX-ICE platform. The objections invoke a temporary SEC exemptive order that reportedly gives issuers 30 days…

News · 2026-10-31

• Capital Return ProgramImportance 27 · Surprise 6
  Costco paid its first special dividend of $7 per share in December 2012, costing about $3 billion. It later paid $5 per share in February 2015 and $7 per share in May 2017, then declared a $10-per-share special…

News · 2026-10-22

• Digital Channel and Delivery GrowthImportance 49 · Surprise 32
  Costco’s digitally enabled sales are reportedly growing at roughly twice the rate of total revenue. Growth is supported by expanded delivery partnerships with Uber Eats and DoorDash and increased website traffic…
• Store Count and ExpansionImportance 34 · Surprise 42
  Costco plans to open its first Rhode Island warehouse in Smithfield in 2028. The location is expected to create approximately 250 jobs and provide the state’s residents with their first Costco shopping option after…
• Competition and Pricing PressureImportance 31 · Surprise 42
  Kroger plans to invest $5 billion through 2029 to reduce prices and regain grocery market share from competitors including Costco and Walmart. The initiative is expected to be funded partly through cost savings and…

News · 2026-10-21

• Product Safety RecallImportance 34 · Surprise 42
  The U.S. Consumer Product Safety Commission warned consumers to stop using Kalorik MAXX Air Fryer Ovens with French Doors because the doors can suddenly close while the appliance is operating. The defect has reportedly…
• Store Count and ExpansionImportance 31 · Surprise 42
  Costco is associated with a proposed warehouse development in northwest Tucson, Arizona. The proposed site contains evidence of 3,000-year-old irrigation infrastructure and human remains, creating a feasibility and…
• Store Expansion and Cultural-Site ReviewImportance 31 · Surprise 42
  Costco is proposed as the buyer or developer for a site in northwest Tucson, Arizona, containing evidence of 3,000-year-old irrigation infrastructure and human remains. Pima County has initiated consultations with 13…
• Competition and Membership StrategyImportance 21 · Surprise 42
  Walmart and Sam’s Club introduced a combined $120 annual membership linking Walmart+ with Sam’s Club Plus. The bundle offers free delivery, gas savings, and cash back, and is marketed as saving members approximately…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  Costco declared a quarterly dividend of $1.47 per share. The dividend is payable on November 13, 2026, to shareholders of record before the October 30, 2026 ex-dividend date. The reported yield was approximately 0.6%,…

News · 2026-10-20

• September Sales PerformanceImportance 54 · Surprise 40
  Costco’s September sales rose 13.0% year over year to $30.02 billion. Digitally enabled sales increased 19.0% during the month, outpacing total sales growth by 6 percentage points. Reports also cited quarterly revenue…
• Store Expansion and Footprint GrowthImportance 31 · Surprise 42
  Costco scheduled the opening of a new South Meridian, Idaho warehouse for November 5, 2026, at 8 a.m. The 200,342-square-foot location will be the fifth Costco in the local area. The site includes a fulfillment center…
• Store Count and ExpansionImportance 31 · Surprise 42
  Costco plans to open a 200,342-square-foot warehouse in South Meridian near the Meridian/Kuna boundary on November 5. The location will be the fifth Costco serving the local area. It will include a behind-the-scenes…
• Competition and Membership StrategyImportance 31 · Surprise 42
  Walmart introduced a $120 annual bundle combining Walmart+ and Sam’s Club Plus to compete with Amazon and Costco in paid memberships. The package includes member-only prices, free delivery, gas savings and streaming…
• Competition and Pricing PressureImportance 31 · Surprise 42
  Walmart launched a $120 annual bundle combining Walmart+ and Sam’s Club Plus. The package includes member-only prices, free delivery, gas savings and streaming benefits, directly increasing competition for Costco’s…
• Products and New ItemsImportance 28 · Surprise 42
  Costco launched a U.S. line of heavy-duty canvas grocery tote bags in two-packs and small and extra-large sizes. The totes sell for $10.99 online and $8.99 in warehouses. The launch follows Trader Joe’s success with…
• International Expansion — China FocusImportance 23 · Surprise 24
  Costco operates 292 of its 939 warehouses outside the United States and Puerto Rico. The reporting highlights overseas expansion as a strategic opportunity to build recurring membership income and cover local operating…
• Digital Channel and Delivery GrowthImportance 23 · Surprise 24
  Third-party reporting identifies digital commerce, faster fulfillment and delivery partnerships as increasingly important competitive factors for Costco and other major retailers. Costco is described as strengthening…
• Macroeconomic Consumer PressureImportance 17 · Surprise 24
  U.S. inflation recently reached 3.7%, driven largely by higher gasoline prices. The inflationary environment may increase demand for Costco’s value-oriented warehouse model as consumers seek lower prices. Higher…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  Costco declared a quarterly dividend of $1.47 per share. The dividend is payable on November 13, 2026, to shareholders of record on October 30, 2026. The reported payment follows strong September sales of $30.02…

News · 2026-10-19

• Q4 Revenue and Earnings PerformanceImportance 47 · Surprise 22
  Costco reported fiscal fourth-quarter revenue of $95.72 billion, representing an 11.10% year-over-year increase. Diluted earnings per share reached $6.75 for the quarter. The reported revenue growth exceeded the 10%…
• September Sales PerformanceImportance 42 · Surprise 40
  Costco reported September net sales of $30.02 billion, up 13.0% year over year from $26.58 billion. The growth indicates continued demand across Costco’s warehouse and e-commerce channels. Costco operated 939…
• Tariff Refund LawsuitsImportance 31 · Surprise 42
  A federal judge dismissed a proposed class action against Costco Wholesale Corp. concerning Kirkland tequila labels stating “100% de Agave.” The plaintiffs alleged the tequila contained non-agave alcohol and that the…
• Institutional Ownership ChangesImportance 29 · Surprise 38
  IFP Advisors increased its Costco stake by 43.4% in the third quarter to 42,484 shares valued at approximately $38.7 million. First Bank & Trust reduced its position by 26.3%, selling 1,633 shares and retaining 4,577…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Costco declared a quarterly dividend of $1.47 per share in October 2026. The dividend is payable in November 2026, according to third-party reporting. The declaration signals continued capital returns but does not…

News · 2026-10-18

• September Sales PerformanceImportance 54 · Surprise 40
  Costco reported September sales of $30.02 billion. September sales increased 13.0% year over year. Digitally enabled sales grew 19.0% during the month, indicating faster digital-channel growth than total sales.
• Q4 Revenue and Earnings PerformanceImportance 47 · Surprise 22
  Costco reported quarterly revenue of $95.72 billion, an 11.1% year-over-year increase. Quarterly EPS was $6.75. The results were cited as supporting Costco’s continued customer spending and membership-model performance.
• Products and Assortment ChangesImportance 34 · Surprise 42
  Costco is adding Kudos, a premium diaper brand, to its online assortment, while keeping the product unavailable in physical warehouses for now. Kudos diapers use 100% cotton liners and are marketed without chlorine,…
• Digital Channel and Delivery GrowthImportance 30 · Surprise 40
  Costco reported September sales of $30.02 billion, up 13.0% year over year, indicating sustained customer demand entering the fall period. Digitally enabled sales rose 19.0% year over year, outpacing total sales growth…
• Quarterly Dividend DeclarationImportance 19 · Surprise 6
  Costco declared a quarterly cash dividend of $1.47 per share. The dividend is payable November 13, 2026, to shareholders of record as of October 30, 2026. The announcement represents a capital-return commitment but did…
• Institutional Ownership ChangesImportance 18 · Surprise 30
  USA Financial Formulas acquired 2,037 Costco shares valued at approximately $1.85 million. Vontobel Holding increased its Costco stake by 25.8% in the third quarter through the purchase of 18,062 additional shares.…

News · 2026-10-17

• Institutional Ownership DecreaseImportance 38 · Surprise 46
  Milestone Asset Management LLC sold 5,262 Costco shares during the third quarter of 2026. The firm retained 1,768 shares valued at approximately $1.61 million after the sale, implying a reduction of roughly 74.8% of…
• Insider Selling ActivityImportance 31 · Surprise 48
  Costco EVP William Wilcox sold 1,100 shares between October 12 and October 16, 2026, at $958.21 per share for approximately $1.05 million. The sale represented 26.23% of Wilcox’s direct Costco holdings. His remaining…
• Products and Assortment ChangesImportance 31 · Surprise 42
  Costco introduced Kudos diapers on Costco.com, its first significant diaper-brand addition in 25 years. Kudos is the first totally chlorine-free diaper carried by Costco and uses a 100% cotton liner plus plant-based…

News · 2026-10-16

• Digital Channel GrowthImportance 36 · Surprise 40
  Costco’s digitally enabled sales increased 19% year over year in September 2026. The digital performance was reported alongside $30.02 billion of September net sales, which rose 13% year over year. The company is also…
• Membership Growth and FeesImportance 31 · Surprise 32
  Costco’s membership fee income increased 7.3% according to third-party reporting. The company had 84.1 million paid members, indicating continued expansion of its recurring membership base. Membership growth and the…
• Institutional Ownership ChangesImportance 26 · Surprise 38
  Assenagon Asset Management reduced its Costco stake by 17.8% in the third quarter, selling 119,224 shares and retaining 551,080 shares valued at $467.96 million. Ninety One UK Ltd. cut its position by 32.4%, selling…
• Membership / Enrollment TrendsImportance 26 · Surprise 24
  Costco had 84.1 million paid members, with membership fee income reported as continuing to grow. Coverage highlighted the Executive membership tier as a central driver of customer loyalty and recurring engagement. The…
• Geographic Market CommentaryImportance 23 · Surprise 24
  Costco’s international expansion was cited as a growth driver in analyst commentary. The reporting did not quantify growth by country or identify a specific international market contributing to the September increase.…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Costco declared a quarterly dividend of $1.47 per share. The dividend was cited as part of the company’s ongoing cash-return policy supporting member engagement. The declaration was reported alongside…
• Competition and Pricing PressureImportance 10 · Surprise 6
  Sam’s Club was reported to have beaten Costco, Walmart and Target on Halloween candy prices. The comparison shows active price competition in seasonal grocery and confectionery categories. Inflation is increasing candy…