Costco Q4 Sales Hit $93.9B; Digital Growth Leads
Costco reports Q4 sales of $93.9B. Digital comparable sales rose 19.5%. Analysts expect EPS of $6.48 on Sept. 24.
Key points
- Costco reported Q4 sales of $93.9B, up 11.3% year-over-year.
- Digital comparable sales increased 19.5%, outpacing the 9.4% overall comparable sales growth.
- The Zacks consensus estimate for Q4 EPS is $6.48, implying a 10.4% increase.
Costco Wholesale Corporation prepares to release its fourth-quarter fiscal 2026 earnings on Sept. 24, after market close. The company reported Q4 sales of $93.9B. This figure marks an 11.3% increase over the prior year period.
Comparable sales rose 9.4% across all company locations. Digital comparable sales climbed 19.5%. These results reflect strong membership growth and fee income. The data comes from the company's August sales report.
Digital Sales Outpace Overall Growth
The value-focused merchandising model drove shopping frequency. Members expanded their baskets in a cautious consumer environment. Demand remained healthy for fresh foods and everyday essentials. Kirkland Signature launches reinforced member loyalty.
Analysts Expect Modest Earnings Beat
Zacks Investment Research notes a consensus revenue estimate of $94.82B. This implies a 10.1% year-over-year increase. The consensus EPS estimate is $6.48 per share. This figure implies a 10.4% jump from the prior year.
The EPS estimate fell by 3 cents over the past 30 days. Costco holds a Zacks Rank #3. The Earnings ESP is -0.19%. This combination does not strongly predict a beat. The model suggests uncertainty in the outcome.
Cost Pressures Threaten Margins
Cost pressures may weigh on margins. Tariff uncertainty adds to business risks. Costco's focus on value may limit pricing power. These factors could offset strong sales growth. Investors face a decision to buy, hold, or sell.
