COST
Costco Wholesale·NASDAQ
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COST fundamentals
Costco Wholesale (COST) released its earnings on Mar 5, 2026: revenue was 69.60B (YoY +9.22%), beat estimates; EPS was 4.58 (YoY +13.93%), beat estimates.
Revenue / YoY
69.60B
+9.22%
EPS / YoY
4.58
+13.93%
Report date
Mar 5, 2026
COST Earnings Call Summary for Q2,2026
- Revenue Growth: 9.1% YoY net sales growth ($68.24B) driven by 7.4% comparable sales and 22.6% e-commerce expansion.
- Profitability: Gross margin improved to 11.02% (up 17bps YoY), offsetting 13bps SG&A rate increase.
- Membership Expansion: 4.8% YoY paid members growth to 82.1M, with 9.5% executive membership surge.
- Digital Innovation: AI recommendations drove $470M e-commerce sales; testing AI partnerships for pricing transparency.
- Tariff Management: Proactively lowering prices on 40+ items, with refunds planned if tariffs are reduced.
- International Momentum: Canada AUVs near $300M, targeting 30+ annual warehouse openings by FY28.
EPS
Actual | 2.1 | 3.51 | 2.29 | 2.14 | 2.75 | 3.9 | 2.97 | 2.92 | 3.04 | 4.2 | 3.07 | 3.3 | 2.93 | 4.86 | 3.58 | 3.71 | 3.78 | 5.29 | 4.04 | 4.02 | 4.28 | 5.87 | 4.5 | 4.58 | |||||||||||||
Forecast | 2.0637 | 2.8472 | 2.0509 | 2.4518 | 2.3232 | 3.5753 | 2.6239 | 2.7608 | 3.0422 | 4.1686 | 3.1165 | 3.2147 | 3.287 | 4.7879 | 3.4109 | 3.626 | 3.7022 | 5.0812 | 3.7864 | 4.0925 | 4.2372 | 5.7965 | 4.2724 | 4.5493 | |||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.76% | +23.28% | +11.66% | -12.72% | +18.37% | +9.08% | +13.19% | +5.77% | -0.07% | +0.75% | -1.49% | +2.65% | -10.86% | +1.51% | +4.96% | +2.32% | +2.10% | +4.11% | +6.70% | -1.77% | +1.01% | +1.27% | +5.33% | +0.67% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 39.07B | 53.38B | 43.21B | 44.77B | 45.28B | 62.67B | 50.36B | 51.90B | 52.60B | 72.09B | 54.44B | 55.27B | 53.65B | 78.94B | 57.80B | 58.44B | 58.52B | 79.70B | 62.15B | 63.72B | 63.20B | 86.16B | 67.31B | 69.60B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 38.21B | 52.11B | 46.33B | 43.75B | 43.65B | 61.41B | 49.65B | 51.53B | 51.56B | 70.80B | 58.36B | 55.57B | 54.53B | 77.72B | 57.79B | 59.11B | 58.02B | 79.91B | 62.05B | 63.11B | 63.13B | 86.01B | 67.14B | 69.29B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.26% | +2.45% | -6.74% | +2.33% | +3.73% | +2.07% | +1.43% | +0.72% | +2.02% | +1.82% | -6.72% | -0.55% | -1.62% | +1.57% | +0.02% | -1.13% | +0.85% | -0.27% | +0.16% | +0.97% | +0.12% | +0.17% | +0.24% | +0.45% |
Earnings Call
You can ask Aime
What guidance did Costco Wholesale's management provide for the next earnings period?What does Costco Wholesale do and what are its main business segments?What factors drove the changes in Costco Wholesale's revenue and profit?Did Costco Wholesale beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Costco Wholesale year over year?What is the market's earnings forecast for Costco Wholesale next quarter?What is Costco Wholesale's latest dividend and current dividend yield?What were the key takeaways from Costco Wholesale’s earnings call?
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