Warehouse club (core membership warehouses)
939 warehouses at fiscal year-end 2026, 84.1 million paid members, 92.3% U.S. and Canada renewal.
The numbers
What it is
The core business: about 148,000 square foot warehouses carrying fewer than 4,000 active SKUs in the core warehouse format, sold to members who pay an annual fee. Merchandise covers groceries, household goods, electronics, apparel and Kirkland Signature products, with a large share of sales from food and sundries.
Why it matters to the stock. Traffic and sales per warehouse drive comparable sales, the main measure of growth. Warehouse count and member growth set the pace of every other line.
News
Costco September sales rise 13% to $30.02B; comparable sales up 11.4%
Costco reported September 2026 net sales of $30.02 billion for the five-week retail month ended October 4, up 13.0% from a year earlier.
Costco August sales rise 9.9% to $23.70B; comparable sales up 8.4%
Costco's August 2026 retail month, four weeks to August 30, produced net sales of $23.70 billion, up 9.9% from a year earlier.
Costco July sales rise 10.7% to $23.12B; adjusted comparable sales up 6.6%
Costco's July 2026 retail month, four weeks to August 2, had net sales of $23.12 billion, up 10.7% from $20.89 billion a year earlier.
Costco Q3 FY2026 net sales up 11.6% to $69.15 billion; EPS $4.93
Costco reported third-quarter fiscal 2026 results for the 12 weeks ended May 10, 2026.
Costco Q2 FY2026 net income $2.04 billion, EPS $4.58 on 9.1% sales growth
Costco reported second-quarter fiscal 2026 results for the 12 weeks ended February 15, 2026.