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 & Profit Growth: Net income up 14% to $2.035B, net sales $68.24B (+9.1%). Comparable sales +7.4% (6.7% ex-gas), digitally enabled sales +22.6%.
- Gross Margin Expansion: 11.02% (vs. 10.85%), driven by core-on-core margin improvement (+22bps) in food, fresh, and nonfood.
- Digital & AI Success: AI-driven personalization drove $470M in e-commerce sales. Same-day delivery growth outpaced digital sales. Kirkland Signature items saw price reductions and strong unit growth.
- Expansion Momentum: 28 net new warehouses in FY26, targeting 30+ annually. China, Taiwan, and Korea sales +17.9% (ex-gas). Automated pay stations pilot improving checkout efficiency.
- Tariff Mitigation: Lowered prices on 40+ items post-tariff reductions, with buyers agile in sourcing and SKU consolidation.
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 is the market's earnings forecast for Costco Wholesale next quarter?What were the key takeaways from Costco Wholesale's earnings call?What is Costco Wholesale's gross profit margin?What were the key takeaways from Costco Wholesale’s earnings call?What is Costco Wholesale's latest dividend and current dividend yield?What does Costco Wholesale do and what are its main business segments?What guidance did Costco Wholesale's management provide for the next earnings period?Did Costco Wholesale beat or miss consensus estimates last quarter?
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