Added to YB: 2026-09-30
Pitch date: 2026-09-25
COST [neutral]
Costco Wholesale Corporation
+5.8%
current return
Author Info
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Company Info
Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.
Market Cap
$409.4B
Pitch Price
$924.38
Price Target
N/A
Dividend
0.64%
EV/EBITDA
26.78
P/E
44.49
EV/Sales
1.31
Sector
Consumer Staples Distribution and Retail
Category
N/A
COST -0.6%: BROAD BEAT ON REVENUE, MARGINS, AND COMPS (HELPED BY TARIFF REFUNDS) BUT MEMBERSHIP COUNT MISSES
COST (earnings): Costco delivered a mixed quarter: revenue of $95.72B and adjusted EPS of $6.75 beat expectations, but roughly $0.15 of EPS came from a one-time tariff refund, leaving core EPS near $6.60. Gross margin was the standout, though refund-muddied, while 3.3% ticket growth and 150.4M paid members missed estimates; strong renewals, fee revenue and digital comps partly offset the slowdown.
Read full article (6 min)