Costco Wholesale Corporation reported fourth-quarter adjusted earnings of $6.60 per share, beating the Zacks Consensus Estimate of $6.48 and rising 12.4% year over year, while total revenues climbed 11.1% to $95,723 million and topped the consensus estimate of $94,820 million. Reported earnings came in at $6.75 per share, including a 15-cent nonrecurring benefit related to tariff refunds. Adjusted comparable sales, excluding gasoline price and foreign exchange impacts, increased 6.7%, membership fee income rose 7.3% to $1,850 million, worldwide traffic grew 3.3% and the average transaction value increased 5.9%. The company ended the quarter with 84.1 million paid members, up 3.8%, and 150.4 million cardholders, up 3.6%, while digitally enabled comparable sales jumped 19.5%. During fiscal 2026, Costco opened 28 warehouses, including three relocations, for 25 net new buildings and a global count of 939, and management plans another 33 openings in fiscal 2027, including five relocations, against a long-term pace of roughly 30 net new warehouses annually. Over the past seven days, the Zacks Consensus Estimate for the current fiscal year moved up 30 cents to $22.80 and the next fiscal year rose 44 cents to $24.90, implying growth of 11.5% and 9.2%, respectively, while Costco carries a Zacks Rank #3 (Hold).
Costco Wholesale CorpCostco beat Q4 earnings and revenue estimates, with adjusted EPS of $6.60 and revenue up 11.1% to $95,723 million.
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