COST Costco Wholesale Corporation
Price Chart
Executive Summary
Costco reported May 2026 monthly net sales of $24.01B (+14.5% YoY) and Q3 FY2026 EPS of $4.93, a marginal 0.2% beat vs $4.92 consensus. Total company comparable sales ex-gas/FX grew 8.0% for the 4-week period and 6.7% YTD, with digitally-enabled comps surging ~21%, indicating strong underlying demand despite macro headwinds.
Actionable Insight
The in-line EPS beat and strong comparable sales (especially ex-gas/FX) confirm steady consumer demand. Watch for Q4 guidance on the Aug 2026 earnings call; consensus already expects $6.49 EPS. The 21% digital comp growth signals ongoing e-commerce momentum that could support multiple expansion.
Key Facts
- May 2026 net sales: $24.01B, +14.5% YoY from $20.97B
- Q3 FY2026 EPS: $4.93 vs consensus $4.92 (0.2% beat)
- Total company comparable sales (4 weeks): +12.5% reported, +8.0% ex-gas/FX
- Digitally-enabled comparable sales: +21.1% (4 weeks), +21.6% (39 weeks)
- First 39 weeks net sales: $221.19B, +10.0% YoY
- 931 total warehouses globally as of May 31, 2026
Financial Impact
Monthly sales beat by ~$0.5B vs prior-year run rate; EPS beat by $0.01 vs consensus
Risk Factors
- Gasoline price and FX volatility could distort future comparable sales comparisons
- Tariff and global conflict risks cited in forward-looking statements may pressure margins
- Elevated consensus expectations (68% bullish analyst rating) leave limited room for upside surprise
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3306392 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
9d ago
|
Press Release
| $969.76 $971.74 | ▲ +0.20% | ▲ +2.80% | $982.35 (+1.30%) |
|
Jun 2, 2026
11d ago
|
Court Ruling
| $954.41 $961.64 | ▲ +0.76% | ▲ +1.45% | $982.35 (+2.93%) |
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $873.88 $888.75 | ▲ +1.70% | ▲ +1.09% | $982.35 (+12.41%) |
|
May 28, 2026
15d ago
|
8-K
| $956.00 $946.10 | ▼ −1.04% | ▼ −1.29% | $982.35 (+2.76%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $873.88 $888.75 | ▲ +1.70% | ▲ +1.09% | $982.35 (+12.41%) |
|
Apr 8, 2026
9w ago
|
Press Release
| $1,029.87 $998.47 | ▲ +3.05% | ▲ +2.99% | $982.35 (+4.61%) |
|
Mar 30, 2026
10w ago
|
Court Ruling
| $996.67 $996.43 | ▼ −0.02% | ▼ −2.91% | $982.35 (−1.44%) |
|
Mar 30, 2026
10w ago
|
Court Ruling
| $996.67 $996.43 | ▼ −0.02% | ▼ −2.91% | $982.35 (−1.44%) |
|
Mar 30, 2026
10w ago
|
Court Ruling
| $996.67 $996.43 | ▼ −0.02% | ▼ −2.91% | $982.35 (−1.44%) |
|
Mar 5, 2026
14w ago
|
8-K
| $997.96 $1,004.91 | ▲ +0.70% | ▼ −0.15% | $982.35 (−1.56%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access