COSTCO WHOLESALE CORP /NEW (COST) Company Report

Net sales of $21.75 billion, up 8.6% year-over-year
Total company comparable sales up 6.6%; digitally enabled sales up 16.6%
Excluding foreign exchange and gas impacts, comparable sales rose 6.8% (US 6.7%, Canada 8.8%, Other International 5.1%)
Comparable traffic increased 3.6% globally; average transaction value up 3.1% excluding gas deflation and FX

Nov 5, 2025, 9:00 PM

Transcript

Costco reports September sales surge

COST

Revenue Acceleration/Inflection

Net sales rose 8% year-over-year to $26.58 billion over the five-week September–October period, driven by strong U.S. and Canadian traffic and an 8.5% rise in international sales.
Digital sales jumped 26.1%, reflecting new member perks such as extra shopping hours and Instacart deals.
Operating margin expanded to 3.77%, up from 3.09%, indicating improved profitability.
Shares climbed 3% following the sales update, though the stock’s gain over the past year remains modest at around 0.6% amid investor scrutiny of growth prospects.

Oct 8, 2025, 10:18 PM

Morningstar

Costco Reports September 2025 Five-Week Sales Update

COST

Net sales increased 8% to $26.58 billion in the five-week period ending October 5, 2025, versus $24.62 billion last year.
Total company comparable sales rose 5.7%, with the US at +5.1%, Canada +6.3%, other international +8.5%, and digitally enabled sales +26.1%.
Comparable sales excluding gas and FX impacts climbed 6.0%, and digitally enabled comps increased 26.3%.
Worldwide comp traffic was up 2.1% (US +1.4%); FX unfavorably impacted total comps by 0.2% and gas deflation by less than 10 bps.

Oct 8, 2025, 8:00 PM

Transcript

AXIL Brands reports Q1 FY26 results

COST

Earnings

Product Launch

Revenue Acceleration/Inflection

AXIL Brands posted 1Q26 net sales of $6.9 million, a 17.2% increase year-over-year.
Gross profit margin was 67.6%, and operating income improved to $0.4 million (6.0% of revenue) versus an operating loss in the prior year.
Net income was $0.3 million, with basic and diluted EPS of $0.05 and $0.04, compared to a net loss and loss per share of $0.02 in 1Q25.
Adjusted EBITDA rose to $0.7 million (9.8% of sales) from $0.2 million, and cash on hand stood at $4.1 million as of August 31, 2025.
The company expanded its AXIL® hearing products into Costco and launched the Reviv3 Procare line in Chatters salons in Canada.

Oct 7, 2025, 10:05 AM

Press Release

Costco Reports Record $8.10 B Fiscal Year Net Income

COST

Earnings

Revenue Acceleration/Inflection

Record FY net income of $8.10 billion, with Q4 net income of $2.61 billion, up from $2.35 billion a year ago
Q4 revenue of $86.2 billion, an 8% year-over-year increase, and EPS of $5.87
Extended executive membership ($120 fee with early access and 2% cash back) drove a 1% boost in U.S. weekly sales and higher membership upgrades
Operates 914 warehouses globally and is expanding e-commerce in eight markets while keeping inflation in a low-to-mid single-digit range

Sep 26, 2025, 12:01 AM

Bloomberg

COSTCO Wholesale reports Q4 FY2025 results

COST

Earnings

Revenue Acceleration/Inflection

Delivered $84.4 B in net sales, up 8.0%, with 5.7% comparable sales growth in Q4 FY2025.
Net income rose 10.9% to $2.61 B, and diluted EPS increased 11.0% to $5.87.
Paid memberships reached 81.0 MM, up 6.3%, and membership income grew 14.0%.
E-commerce comparable sales climbed 13.6%, driven by a 27% increase in site traffic.

Sep 25, 2025, 9:00 PM

Presentation

Costco announces Q4 FY 2025 results

COST

Earnings

Net sales reached $84.4 billion, up 8.0%, with comparable sales +5.7% and adjusted comparable sales +6.4% year-over-year.
Net income was $2.61 billion, a 10.9% increase, and diluted EPS rose 11.0% to $5.87.
Membership income grew 14.0%, with 81.0 million paid memberships (+6.3%) and a worldwide renewal rate of 89.8%.
E-commerce comparable sales surged 13.6%, driven by a 27% increase in site traffic.

Sep 25, 2025, 9:00 PM

Presentation

Costco reports Q4 2025 earnings

COST

Earnings

New Projects/Investments

Net income of $2.61 billion ($5.87 EPS), up 11% year-over-year (14% excluding a $63 million tax benefit) for Q4 FY2025.
Q4 net sales of $84.43 billion, up 8% YoY; full-year net sales just under $270 billion, up over 8%, with e-commerce revenue exceeding $19.6 billion (+15%).
Membership base grew to 81 million paid members (+6.3% YoY), including 38.7 million Executive members (+9.3%), with renewal rates of 92.3% in U.S./Canada and 89.8% worldwide.
Gross margin rose to 11.13% (+13 bps YoY) and SG&A was 9.21% of sales (+17 bps), reflecting wage investments and LIFO charges.
Q4 CapEx of $1.97 billion (FY2025: ~$5.5 billion) supported 27 warehouse openings (24 net), bringing the total to 914, and 35 new openings planned for FY2026.

Sep 25, 2025, 9:00 PM

Transcript

Costco announces Q4 and FY2025 operating results

COST

Earnings

Net sales for Q4 were $84.4 billion, up 8.0% year-over-year; fiscal year sales were $269.9 billion, up 8.1%.
Q4 net income was $2.610 billion ($5.87 diluted EPS), compared to $2.354 billion ($5.29 EPS) last year; FY net income was $8.099 billion ($18.21 EPS) versus $7.367 billion ($16.56).
Total company comparable sales for Q4 rose 5.7% (adjusted 6.4%), with e-commerce compsales up 13.6%.
Worldwide paid memberships reached 81.0 million, growing 6.3%, with an 89.8% renewal rate.
Costco operated 914 warehouses at the end of FY2025, up from 890 a year earlier.

Sep 25, 2025, 8:16 PM

8-K

Costco Records 6.8% Sales Increase in May 2025

COST

Revenue Acceleration/Inflection

Net sales reached $20.97 billion, up 6.8% compared to last year's $19.64 billion.
Reported comparable sales showed U.S. gains of 4.1%, along with notable performance in Canada, other international markets, and e-commerce.
The update highlighted impacts from foreign exchange and gas price changes along with positive category performance in foods, sundries, and fresh items.

Jun 4, 2025, 9:41 PM

Earnings Transcripts

Quarterly earnings call transcripts for COSTCO WHOLESALE CORP /NEW.