COST · 10-Q · 2026Q2 · Full report
Digital Channel and Delivery Growth
COSTCO WHOLESALE CORP /NEW · 2026-06-03 · Importance 66 · Surprise 66 · In source text
Digitally-enabled comparable sales increased 21% in the third quarter and 22% in the first thirty-six weeks of 2026, and were up 21% for each period excluding the impact of foreign-currency changes. The Company changed its e-commerce comparable sales metric to 'digitally-enabled comparable sales' in fiscal 2026 to capture sales initiated through a digital device (fulfilled via warehouse or distribution center) and Costco Travel. Digitally-enabled sales growth materially outpaced overall comparable sales, indicating shifting mix towards online-initiated transactions across U.S., Canada and international markets. The filing notes digitally-enabled business has a lower gross-margin percentage than warehouse operations, which affects mix and margin.
Key facts
- Digitally-enabled comparable sales increased 22% during the first thirty-six weeks of 2026. source
- Digitally-enabled comparable sales increased 21% during the third quarter of 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Digitally-enabled comparable sales increased 22% during the first thirty-six weeks of 2026. |
| revenue | positive | realized | — | Digitally-enabled comparable sales increased 21% during the third quarter of 2026. |