Costco U.S. Comparable Sales Rise 10.7% in Fiscal Q4

Zacks Investment Research··US·Read original
3▲3 ▼0Impact / 5
Summary · why it matters

Costco Wholesale Corporation reported U.S. comparable sales growth of 10.7% year over year in the fourth quarter of fiscal 2026, outpacing its overall comparable sales growth of 9.4%. Adjusted U.S. comparable sales, excluding gasoline prices and foreign exchange, rose 7.2%, with U.S. comparable traffic up 3.2% and the average ticket up 7.3%; on an adjusted basis, traffic growth held at 3.2% while adjusted ticket growth was 3.9%. Management said member spending remained resilient, with adjusted comparable sales excluding gas and foreign exchange consistently running in the 6%-7% range, and named nonfood as the strongest-performing category. The company also implemented price reductions on select everyday items as part of efforts to return value to members following tariff refunds. Separately, Walmart U.S. comp sales rose 2.6% in the second quarter of fiscal 2027 on a 1.5% increase in transactions and a 1.1% rise in average ticket, with U.S. e-commerce sales up 24%, while Target posted comparable sales growth of 3.8% in the second quarter of fiscal 2026 on a 3.6% increase in comparable traffic and an 8.7% rise in digital comparable sales.

Impact on assets 3

Consumer Staples▲ · 3 stocks
Costco Wholesale Corp
COST
▲ PositiveDemandPricingrelevance

Costco U.S. comparable sales rose 10.7% in fiscal Q4 with resilient member spending and nonfood the strongest category.

Target Corporation
TGT
▲ PositiveDemandrelevance

Target posted 3.8% comparable sales growth in fiscal Q2 on higher traffic and digital comps.

Walmart Inc.
WMT
▲ PositiveDemandrelevance

Walmart U.S. comp sales rose 2.6% in fiscal Q2 on higher transactions and average ticket, with e-commerce up 24%.

© 2026 MarketIVNews