COST · News · 20260917N

Digital Channel and Delivery Growth

COSTCO WHOLESALE CORP /NEW · 2026-09-17 · Importance 31 · Surprise 42 · In source text

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 complements Costco’s expanded Uber Eats coverage in 47 U.S. states. The company said the initiative extends its global DoorDash relationship, broadens e-commerce access, targets younger online shoppers, and supports customer loyalty while increasing competition with Instacart.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenueunclearcontingent—Analysts are forecasting Costco Q4 2026 earnings of $6.55 per share and revenue of $94.87 billion.
net_incomeunclearcontingent—Analysts are forecasting Costco Q4 2026 earnings of $6.55 per share and revenue of $94.87 billion.
revenuepositivecommitted—Costco and DoorDash announced the launch of Costco on the DoorDash Marketplace across the U.S.