COST · News · 20261022N
Digital Channel and Delivery Growth
COSTCO WHOLESALE CORP /NEW · 2026-10-22 · Importance 49 · Surprise 32 · In source text
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 generated through AI search. Digital sales represented 11% of fiscal 2026 revenue, indicating a material shift toward online and partner-enabled purchasing and potentially helping Costco attract younger, higher-spending members.
Key facts
- Costco's digitally enabled sales are growing twice as fast as its total revenue. source
- Costco's digitally enabled segment accounted for 11% of revenue in fiscal 2026. source
- Costco's digital growth has been driven by expanded partnerships with Uber Eats and DoorDash and increased website traffic from AI search. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Costco's digitally enabled sales are growing twice as fast as its total revenue. |