Costco's Comeback: Why Betting Against This Retail Giant Is a Losing Game

Costco's stock has gained 13% year-to-date after falling 6% in 2025. The retailer reported $21.33B in January sales, up 9.3% YoY, with comparable sales increasing 7.1%. Membership renewal rates reached 92.3% in the US and Canada, and membership fees grew 14% to $1.3B in Q1. Historically, Costco has outperformed the S&P 500 64% of the time, with an average outperformance of 15.5 percentage points.