Costco Wholesale Corporation Reports December Sales Results
Rhea-AI Summary
Costco (Nasdaq: COST) reported December net sales of $29.86 billion for the five weeks ended Jan 4, 2026, up 8.5% year-over-year, and $101.83 billion for the first 18 weeks, up 8.3% from last year.
Comparable sales: Total Company +7.0% (5 weeks) and +6.6% (18 weeks). Digitally-enabled sales grew 18.9% (5 weeks) and 19.6% (18 weeks). Costco operates 923 warehouses globally across the U.S., Canada, Mexico, Japan, U.K., Korea, Australia, Taiwan, China, Spain, France, Sweden, Iceland and New Zealand.
Positive
- Digitally-enabled sales +18.9% (5 weeks) and +19.6% (18 weeks)
Negative
- None.
News Market Reaction 11 Alerts
On the day this news was published, COST declined 0.73%, reflecting a mild negative market reaction. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $3.04B from the company's valuation, bringing the market cap to $413.24B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus 1 Down
COST is up about 1.53% with mixed peer moves: WMT +1.73%, DG +3.92%, DLTR +3.50%, TGT +2.15%, while BJ is down 2.14%. Momentum scanner only flags PSMT at -5.55%, suggesting today’s move is more stock-specific than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 11 | Quarterly earnings | Positive | +0.0% | Q1 FY26 results with net sales up 8.2% and higher net income. |
| Dec 04 | Board nomination | Positive | +0.1% | Nomination of Gina Raimondo to Costco’s Board of Directors. |
| Dec 03 | Monthly sales update | Positive | -3.0% | November sales up 8.1% with total comps +6.9% and strong digital. |
| Nov 05 | Monthly sales update | Positive | -1.2% | October net sales up 8.6% and digitally-enabled sales up 16.6%. |
| Oct 15 | Dividend announcement | Positive | -3.1% | Quarterly cash dividend of $1.30 per share declared. |
Recent positive news (sales, earnings, dividend, board nomination) often saw flat or negative 24h price reactions, suggesting a tendency for muted or contrary trading versus fundamentals.
Over the last few months, Costco reported steady growth: first‑quarter fiscal 2026 net sales of $65.98B with companywide comparable sales up 6.4% and strong digitally-enabled growth. Monthly sales updates for October and November showed net sales rising in the high single digits and digital comps in the mid‑teens to low‑20s. A quarterly dividend of $1.30 per share and a high-profile board nomination rounded out the news flow. Despite these constructive updates, 24‑hour price reactions were often flat or negative, making today’s positive move more aligned with the underlying growth trend.
Market Pulse Summary
This announcement highlights continued growth, with December net sales of $29.86B up 8.5% and strong comparable sales across regions, including high‑teens digitally‑enabled comps. Recent filings and prior monthly updates show a pattern of steady mid‑single‑digit comps and expanding e‑commerce. Investors may focus on whether this pace is sustained, how gasoline prices and foreign exchange affect reported figures, and how ongoing warehouse expansion and digital investments influence margins and future sales results.
Key Terms
comparable sales financial
forward-looking statements regulatory
u.s. gaap financial
AI-generated analysis. Not financial advice.
ISSAQUAH, Wash., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of
Net sales for the first eighteen weeks were
Comparable sales were as follows:
| 5 Weeks | 18 Weeks | ||||
| U.S. | |||||
| Canada | |||||
| Other International | |||||
| Total Company | |||||
| Digitally-Enabled | |||||
Comparable sales excluding the impacts from changes in gasoline prices and foreign exchange were as follows:
| 5 Weeks | 18 Weeks | ||||
| U.S. | |||||
| Canada | |||||
| Other International | |||||
| Total Company | |||||
| Digitally-Enabled | |||||
Additional discussion of these results is available in a pre-recorded message. It can be accessed by visiting investor.costco.com (click on “Events & Presentations”). This message will be available through 4:00 p.m. (PT) on Wednesday, January 14, 2026.
Costco currently operates 923 warehouses, including 633 in the United States and Puerto Rico, 114 in Canada, 42 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan and Australia.
Certain statements contained in this document and the pre-recorded message constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
| CONTACTS: | Costco Wholesale Corporation Josh Dahmen, 425/313-8254 Andrew Yoon, 425/313-6305 |
COST-Sales