COST · News · 20260914N

Customer Dynamics

COSTCO WHOLESALE CORP /NEW · 2026-09-14 · Importance 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 associated with lower-income households reducing spending and store trips. Costco was identified as one of the beneficiaries of this customer-spending movement, although the report did not quantify Costco’s incremental revenue.

Key facts

• Costco's purchase limit of two motor-oil units per customer per week is a direct change to customer purchasing behavior at the retailer. source