Costco Wholesale topped fiscal fourth quarter earnings estimates, with quarterly profit beating Wall Street expectations as EPS came in at 695, though tariff refunds from the Trump administration added 15 cents to EPS, or $184 million. Same store sales rose 6.7%, better than expected, with strength in gas, travel, home furniture, small electronics and beauty. In fiscal year 2026, penetration of US member households that purchased gas hit a record high, and Costco said it saved members $3.2 billion versus the average price at the pump in markets where it operates. Executives on the call flagged two pressures on gross margin: higher memory costs in consumer appliances and electronics, and inflation in gas, motor oil and resin tied to the conflict in the Middle East.
Costco Wholesale CorpCostco topped Q4 EPS estimates at 695, with tariff refunds adding 15 cents to EPS.
