Earnings summaries and quarterly performance for COSTCO WHOLESALE CORP /NEW.
Research analysts who have asked questions during COSTCO WHOLESALE CORP /NEW earnings calls.
Christopher Horvers
JPMorgan Chase & Co.
8 questions for COST
Also covers: AAP, ASO, AZO +17 more
Gregory Melich
Evercore ISI
8 questions for COST
Also covers: AAP, ASO, AZO +8 more
John Heinbockel
Guggenheim Partners
8 questions for COST
Also covers: ACI, ASO, DG +14 more
Kelly Bania
BMO Capital Markets
8 questions for COST
Also covers: ACI, ARKO, CASY +11 more
Rupesh Parikh
Oppenheimer & Co. Inc.
8 questions for COST
Also covers: ACI, BJ, CHD +16 more
Simeon Gutman
Morgan Stanley
8 questions for COST
Also covers: AAP, ACI, ARHS +32 more
Michael Lasser
UBS
7 questions for COST
Also covers: AAP, ASO, AZO +24 more
Zhihan Ma
Bernstein
7 questions for COST
Also covers: DG, DLTR, HD +3 more
Peter Benedict
Robert W. Baird & Co.
6 questions for COST
Also covers: ARHS, BJ, COOK +9 more
Chuck Grom
Gordon Haskett Research Advisors
5 questions for COST
Also covers: BJ, CASY, DG +11 more
Edward Kelly
Wells Fargo
5 questions for COST
Also covers: ACI, BJ, DG +11 more
Oliver Chen
TD Cowen
5 questions for COST
Also covers: BJ, BRLT, COTY +21 more
Scot Ciccarelli
Truist Securities
5 questions for COST
Also covers: AAP, AZO, BBY +12 more
Charles Grom
Gordon Haskett Research Advisors
3 questions for COST
Also covers: BJ, CASY, DG +13 more
Steven Zaccone
Citigroup
3 questions for COST
Also covers: AAP, AZO, BBY +14 more
Karen Short
Melius Research
2 questions for COST
Also covers: ACI, BBY, DG +9 more
Kate McShane
Goldman Sachs
2 questions for COST
Also covers: ASO, AZO, BBWI +19 more
Michael Baker
D.A. Davidson & Co.
2 questions for COST
Also covers: AAP, AMRK, AZO +17 more
Robert Ohmes
Bank of America
2 questions for COST
Also covers: ACI, ARHS, ASO +17 more
Shervin Zand
Truist Securities
2 questions for COST
Brandon Cheatham
Citigroup
1 question for COST
Also covers: GIL, HBI, OLLI +1 more
Charles Cerankosky
Northcoast Research
1 question for COST
Also covers: ACI, CASY, KR +5 more
Corey Tarlowe
Jefferies
1 question for COST
Also covers: AEO, ANF, BOOT +14 more
Joseph Feldman
Telsey Advisory Group
1 question for COST
Also covers: ACI, BBY, COOK +9 more
Laura Champine
Loop Capital Markets LLC
1 question for COST
Also covers: BMBL, CAL, CROX +7 more
Scott Mushkin
R5 Capital
1 question for COST
Also covers: ACI, NGVC, SFM +2 more
Recent press releases and 8-K filings for COST.
COST
Revenue Acceleration/Inflection
Legal Proceedings
- Costco posted November net sales of $23.64 billion, up 8.1% year-over-year, and fiscal Q1 net sales of $65.98 billion, an 8.2% increase.
- Four-week comparable sales rose 6.9% companywide (U.S. +6.0%, Canada +6.9%, Other International +11.4%); excluding gas and FX effects, comps were +6.4%.
- Digitally enabled sales climbed 16.6% for the four-week period and 20.5% for the quarter.
- Despite gains, Costco’s stock is negative for 2025 amid signs of U.S. sales deceleration; Telsey Advisory Group maintains an Outperform rating with a $1,100 target.
- The company joined a consortium suing the U.S. government for tariff refunds; market capitalization is about $408 billion with a trailing P/E near 50.7.
5 days ago
Costco reports November 2025 monthly sales results
COST
Revenue Acceleration/Inflection
- Net sales in November 2025 were $23.64 billion, up 8.1% from $21.87 billion a year ago.
- Total company comparable sales rose 6.9%, with U.S. +6.0%, Canada +6.9%, other international +11.4%, and digitally enabled +16.6%.
- Excluding gas sales and foreign exchange, total comparable sales were +7.0%, digital comps +16.3%, and comparable traffic up 3.8% globally (U.S. +3.0%).
- FX contributed +0.4% to comps; gas price inflation added 10 bps; average gas price per gallon rose 0.6%; and key categories saw mid-to-high single-digit comps, with ancillary business up high single digits.
5 days ago
Costco reports November 2025 monthly sales update
COST
- Net sales were $23.64 billion, up 8.1% year-over-year.
- Total company comparable sales rose 6.9%, driven by 6.0% in the US, 6.9% in Canada and 11.4% in other international markets; digitally enabled sales increased 16.6%.
- Excluding gasoline and foreign exchange, comparable sales increased 7.0% and comp traffic grew 3.8% worldwide.
- Strongest US regional comps were in the Northeast, Midwest and Southeast; Australia, Taiwan and the UK led performance in other international markets.
- The December reporting period will span five weeks (Dec 1 – Jan 4 2026 vs. Dec 2 – Jan 5 2025).
5 days ago
Costco reports November 2025 sales growth
COST
- Costco achieved $23.64 billion in net sales for November, up 8.1% year-over-year.
- Total company comparable sales rose 6.9%, with digitally enabled sales up 16.6%; excluding gas and FX impacts, comps grew 6.4% and digital comps were 16.3%.
- Traffic increased 3.8% globally and 3.0% in the US; foreign exchange added 0.4% to comps, while gas price inflation contributed 0.1%.
- Regionally, the strongest US markets were the Northeast, Midwest, and Southeast, and internationally Australia, Taiwan, and the UK led growth.
5 days ago
Costco reports October 2025 monthly sales update
COST
- 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
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
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
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
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
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
Quarterly earnings call transcripts for COSTCO WHOLESALE CORP /NEW.
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