COSTCO WHOLESALE CORP /NEW
No SEC Form 4 filings for $COST in the last 30 days.
See all $COST insider activity →FedEx, UPS, DHL and other shippers that served as customs brokers for imported goods are beginning to pass U.S. tariff refunds to customers after the Supreme Court struck down broad Trump tariffs. About $100 billion has been refunded to payers under CBP’s process. FedEx said it will refund $800 million; UPS $5 billion paid and $500 million claimed; Amazon received $600 million in Q2.
Costco Wholesale (COST) has lagged the S&P 500 over 52 weeks, down 5.1% versus SPX up 19.9%, though it is up 9.1% YTD. The article cites concerns about slowing sales growth, fading gasoline-driven traffic, membership saturation, rising costs, and tariff uncertainty. For FY ending Aug 2026, analysts expect EPS of $20.42 (+13.5% YoY). UBS raised its price target to $1,275 and kept a Buy rating.
Costain (COST) reported interim results with adjusted pre-tax profit of £19mn and revenue of £543mn, each up 3% year on year. Adjusted operating margin was unchanged at 3.2%. The UK infrastructure contractor said it has inflation protection across contracts but is working to mitigate impacts for customers.
Over the past 7 days, alphai's AI scored 11 news stories mentioning COST (COSTCO WHOLESALE CORP /NEW). Coverage has skewed bullish: 4 bullish, 6 neutral, and 1 bearish.
Recent COST coverage spans financial news, sector analysis and earnings.
Costco’s stated intent to return tariffs is a customer-cost pass-through signal, but the article does not provide a new refund amount or legal outcome.
Street expectations skew moderately positive, but the article frames recent underperformance as driven by fading gasoline tailwinds and margin risks.
Dividend increase and inflation-protected contract commentary suggest improving cash generation resilience, but margin stayed flat.
COST’s refund benefit may be largely neutralized by customer pass-through, limiting margin upside.
The return is a consumer-facing assortment change that could affect near-term demand and member satisfaction, but it is unlikely to be financially material versus Costco’s overall sales.
alphai scores every news story that mentions COST with an AI model for sentiment and relevance, and aggregates insider trades from COSTCO WHOLESALE CORP /NEW's SEC EDGAR Form 4 filings. Figures refresh continuously.
FedEx, UPS, DHL and other shippers that served as customs brokers for imported goods are beginning to pass U.S. tariff refunds to customers after the Supreme Court struck down broad Trump tariffs. About $100 billion has been refunded to payers under CBP’s process. FedEx said it will refund $800 million; UPS $5 billion paid and $500 million claimed; Amazon received $600 million in Q2.
6 min readCostco Wholesale (COST) has lagged the S&P 500 over 52 weeks, down 5.1% versus SPX up 19.9%, though it is up 9.1% YTD. The article cites concerns about slowing sales growth, fading gasoline-driven traffic, membership saturation, rising costs, and tariff uncertainty. For FY ending Aug 2026, analysts expect EPS of $20.42 (+13.5% YoY). UBS raised its price target to $1,275 and kept a Buy rating.
3 min readCostain (COST) reported interim results with adjusted pre-tax profit of £19mn and revenue of £543mn, each up 3% year on year. Adjusted operating margin was unchanged at 3.2%. The UK infrastructure contractor said it has inflation protection across contracts but is working to mitigate impacts for customers.
2 min readAccording to The Wall Street Journal, more than 40 S&P 500 companies reported about $9.6 billion in US tariff refunds over the past quarter, after a Supreme Court decision invalidated part of Trump’s tariff policy. Apple reported nearly $2.2 billion, Nike $986 million, and FedEx about $800 million. Some refunds boosted earnings per share, while accounting varies and some firms plan to pass benefits to customers.
7 min readCostco is reportedly bringing back its Kirkland Signature Semi-Sweet Chocolate Chips after removing them in July 2024 due to higher cocoa costs. Shoppers say the return follows a switch to a Nestlé Toll House alternative. The 4.5-pound bags are listed online at about $11.99 to nearly $14, versus Nestlé at $16.99. Costco has not publicly announced the change.
3 min readCostco reported July same-store sales up 9.8% and operating margin at 4%. Net income rose 7.72% to $2.19B and operating cash flow increased 44.89% to $11.13B. The company opened its first standalone fuel station in Mission Viejo, with fuel about 10% of net sales. Analysts expect Aug 2026 EPS of $6.51 and Bernstein raised its COST target to $1,059.53.
4 min readThe article says Berkshire Hathaway (BRKA, BRKB) sold all Costco Wholesale (COST) shares in 2020, and that Warren Buffett later called the exit “probably a mistake,” citing Costco’s subsequent rise. It highlights Costco’s fiscal 2026 Q3 net sales of $69.15B (+11.6%) and net income of $2.19B, plus July 2026 sales growth and renewal rates near 90% worldwide.
4 min readBlackRock (BLK) and Citigroup (C) reported 13F filings showing increased exposure to AI infrastructure in Q2 2026. BlackRock’s U.S. equity holdings rose to about $6.73T. NVIDIA, Apple and Microsoft remained top holdings, while Micron, AMD, Applied Materials and other semiconductor names saw major adds. The article cites cloud-capex procurement commitments near $2T in Q2.
6 min readAfter the Supreme Court overturned most of Trump’s tariffs, Treasury Secretary Scott Bessent said consumers likely would not see refund checks. Refunds have started, with hundreds of millions to major retailers and manufacturers. Walmart cited price rollbacks on 7,200 items. Apple said it received over $1.6B in Q2. Amazon disclosed $600M and said refunds may go only in limited cases.
9 min readBusiness Insider reports “Summerween” Halloween shopping is starting earlier, with candy brands expanding seasonal lines. Ferrara/Brach’s says candy corn sales are up year over year and 17% of purchases occur before Labor Day. Hershey said on an earnings call that Summerween sales are strong, and Mars launched Halloween offerings in July. Retailers including Walmart, Costco, and Home Depot also rolled out early.
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