Overview

• Revenue reached $86.16 billion and adjusted EPS hit $5.87, both slightly above Wall Street estimates.
• U.S. same-store sales rose 6.0%, just under forecasts, while Canada advanced 8.3% and other international markets increased 7.2%.
• Membership-fee income grew roughly 14% to about $1.72 billion, with total cardholders up 6.1%.
• E-commerce sales climbed 13.6% as executives said shoppers favored everyday-value staples over discretionary items.
• Shares fell more than 2% and lag the S&P 500 year to date as management watches tariff pressures and competition, and analysts reset targets, including JPMorgan to $1,050 and Bernstein to $1,140.