Overview

• Quarterly revenue reached $86.16 billion and diluted EPS came in at $5.87, exceeding LSEG consensus of $86.06 billion and $5.80, respectively, with net income at $2.61 billion.
• Net sales rose 8% year over year; total-company comparable sales increased 5.7% and e‑commerce advanced about 13.6% on an adjusted basis.
• Membership fee revenue was approximately $1.724 billion for the quarter following the 2024 fee increase, with paid members at 81 million and renewal rates of 92.3% in the U.S./Canada and 89.8% worldwide; expanded executive-member hours added about 1% to weekly U.S. sales.
• Costco ended fiscal 2025 with 914 warehouses after adding 27 locations and plans roughly 35 openings in fiscal 2026, including relocations.
• Management highlighted tariff‑mitigation steps such as rushing orders, rerouting imports and regional sourcing, as analysts remained broadly positive but noted near‑term volatility given the stock’s premium valuation.