COSTCO WHOLESALE CORP /NEW
Costco operates membership warehouses and e-commerce sites, serving members in the United States, Puerto Rico and multiple international markets. At August 30, 2026, it operated 939 warehouses worldwide. Its merchandise includes foods and sundries, non-foods and fresh foods. Warehouse services include gasoline, pharmacies, food courts, optical services, hearing aids and tire installation. Other businesses include business centers, travel and e-commerce. Its private-label brand is Kirkland Signature. Costco earns money from merchandise and services sold through its warehouses and online, as well as annual membership fees. Executive members can pay an additional annual fee and earn rewards on qualified purchases. The company’s model emphasizes a limited selection of products sold in high volumes at low prices. Costco is headquartered in Issaquah, Washington.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Costco (COST) plans $7.5B in capital spending for fiscal 2027, up 17% from $6.4B in fiscal 2026. The company aims to open 33 warehouses, including 5 relocations, with 939 warehouses worldwide. Capital spending was 41% of $15.8B cash from operations in fiscal 2026, with a 3.0% net margin. COST stock trades at 50.1x earnings, assuming new warehouses will add sales and profit.
Costco expanded same-day delivery via DoorDash and Uber Eats, adding to its Instacart partnership. Management reports incremental sales growth, with limited impact on in-store purchases. Digital sales reached $33B in fiscal 2026, up over 20%, and continued rising in September. The company aims to attract younger shoppers and increase convenience without reducing foot traffic.
Avantis U.S. Large Cap Value ETF (AVLV) reported $740.5M gross activity, buying $585.4M in Exxon Mobil (XOM), $26.5M in Qualcomm (QCOM), and selling $32.6M in Caterpillar (CAT) and $15.5M in Costco (COST). AVLV manages $22.64B in assets with a 0.15% expense ratio and a 25.19% YTD return.
Over the past 7 days, AlphAI's AI scored 15 news stories mentioning COST (COSTCO WHOLESALE CORP /NEW). Coverage has skewed bearish: 3 bullish, 6 neutral, and 6 bearish.
Recent COST coverage spans financial news, sector analysis and earnings.
In the last 30 days, COST insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.1M). The most active reporter was Wilcox William Richard, Executive Vice President, with 1 filing.
Higher capex may pressure cash flow margins but also signals growth; investors will weigh the balance between spending and free cash flow.
Incremental digital sales could boost revenue without cannibalizing warehouse traffic.
Slight negative bias from the fund’s divestiture.
The net ETF selling suggests short‑term pressure on Costco's stock price.
Analyst upgrade and higher price target may attract buying interest.
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.
Costco (COST) plans $7.5B in capital spending for fiscal 2027, up 17% from $6.4B in fiscal 2026. The company aims to open 33 warehouses, including 5 relocations, with 939 warehouses worldwide. Capital spending was 41% of $15.8B cash from operations in fiscal 2026, with a 3.0% net margin. COST stock trades at 50.1x earnings, assuming new warehouses will add sales and profit.
2 min readCostco expanded same-day delivery via DoorDash and Uber Eats, adding to its Instacart partnership. Management reports incremental sales growth, with limited impact on in-store purchases. Digital sales reached $33B in fiscal 2026, up over 20%, and continued rising in September. The company aims to attract younger shoppers and increase convenience without reducing foot traffic.
2 min readAvantis U.S. Large Cap Value ETF (AVLV) reported $740.5M gross activity, buying $585.4M in Exxon Mobil (XOM), $26.5M in Qualcomm (QCOM), and selling $32.6M in Caterpillar (CAT) and $15.5M in Costco (COST). AVLV manages $22.64B in assets with a 0.15% expense ratio and a 25.19% YTD return.
2 min readETFs sold $75.6M of Costco (COST) shares on Oct. 29, ending a two-day buying streak. QQQ, AVLV, and SPY were top sellers. COST's market cap is $448.6B. ETFs have been net sellers for 3 of the last 5 days.
2 min readMizuho reiterated an Outperform rating on Costco (COST) with a $1,065 price target, citing increased emergency preparedness spending and strong warehouse traffic. The stock trades at a P/E of 48.97 and is considered overvalued by InvestingPro. Other analysts have also commented on Costco's sales performance and growth prospects, with mixed ratings and price targets.
2 min readCostco and Walmart gained US grocery market share, according to Numerator. Costco's share rose to 8.4%, while Walmart increased to 20.3%. Kroger and Albertsons saw declines. Rising costs and inflation are pressuring grocers, with Walmart expecting higher diesel costs to impact prices. Kroger and Albertsons are implementing cost-cutting measures.
2 min readCostco shares rose 1.6% to $1,012, up 19% in 2026, after reporting fiscal Q4 EPS of $6.75, including a $0.15 one-time benefit from $184 million in tariff refunds. The company reinvested most refunds into lower prices. September net sales climbed 13% to $30.02 billion. Membership fee income growth slowed to 7.3% in Q4, and the stock trades at 44.4x forward earnings.
1 min readTexas Instruments, Costco, Plains All American Pipeline, AGNC Investment, and Alliant Energy will pay dividends on October 30. Texas Instruments will pay $1.39 billion on November 10, while Costco will pay $651 million on November 13. Alliant Energy's distribution is scheduled for November 16.
1 min readCostco (COST) has a $1,096.99 price target, a 9.28% upside from $1,003.84, with a buy rating. Key drivers include its membership model, Kirkland Signature brand, and scale. Q4 EPS beat estimates at $6.75, with revenue up 11.1%. Shares are up 16.29% YTD. Analysts are bullish, with a consensus target of $1,067.59.
3 min readNumerator's report shows Costco overtaking Kroger as the second-largest U.S. grocery retailer by spending share. Amazon + Whole Foods gained the most CPG share, while Kroger plans a $5B investment to lower prices. Walmart leads with 20.8% of CPG spending, with gains among younger shoppers.
2 min read
