The in-line EPS beat and strong comparable sales (especially ex-gas/FX) confirm steady consumer demand. Watch for Q4 guidance on the Aug 2026 earnings call; consensus already expects $6.49 EPS. The 21% digital comp growth signals ongoing e-commerce momentum that could support multiple expansion.
Price Chart
Executive Summary
Costco reported May 2026 monthly net sales of $24.01B (+14.5% YoY) and Q3 FY2026 EPS of $4.93, a marginal 0.2% beat vs $4.92 consensus. Total company comparable sales ex-gas/FX grew 8.0% for the 4-week period and 6.7% YTD, with digitally-enabled comps surging ~21%, indicating strong underlying demand despite macro headwinds.
Key Financial Metrics
Key Facts
- May 2026 net sales: $24.01B, +14.5% YoY from $20.97B
- Q3 FY2026 EPS: $4.93 vs consensus $4.92 (0.2% beat)
- Total company comparable sales (4 weeks): +12.5% reported, +8.0% ex-gas/FX
- Digitally-enabled comparable sales: +21.1% (4 weeks), +21.6% (39 weeks)
- First 39 weeks net sales: $221.19B, +10.0% YoY
- 931 total warehouses globally as of May 31, 2026
Financial Impact
Monthly sales beat by ~$0.5B vs prior-year run rate; EPS beat by $0.01 vs consensus
Risk Factors
- Gasoline price and FX volatility could distort future comparable sales comparisons
- Tariff and global conflict risks cited in forward-looking statements may pressure margins
- Elevated consensus expectations (68% bullish analyst rating) leave limited room for upside surprise
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3306392 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 24d ago | ANALYST-UPGRADE | — | awaiting T+20 | — | — |
Aug 25, 2026 5w ago | Court Ruling | $960.01 $904.70 | ▼ −5.76% | ▼ −6.74% | $912.81 (−4.92%) |
Aug 20, 2026 6w ago | Court Ruling | $933.23 $895.31 | ▼ −4.06% | ▼ −4.06% | $912.81 (−2.19%) |
Aug 20, 2026 6w ago | Court Ruling | $933.23 $895.31 | ▼ −4.06% | ▼ −4.06% | $912.81 (−2.19%) |
Aug 3, 2026 8w ago | Court Ruling | $954.08 $943.89 | ▼ −1.07% | ▼ −2.31% | $912.81 (−4.33%) |
Jul 31, 2026 9w ago | Court Ruling | $951.89 $945.47 | ▼ −0.67% | ▼ −3.66% | $912.81 (−4.11%) |
Jul 28, 2026 9w ago | Court Ruling | $966.58 $960.01 | ▼ −0.68% | ▼ −4.06% | $912.81 (−5.56%) |
Jul 27, 2026 9w ago | Court Ruling | $951.58 $971.40 | ▲ +2.08% | ▼ −1.22% | $912.81 (−4.07%) |
Jul 22, 2026 10w ago | Court Ruling | $927.31 $955.87 | ▲ +3.08% | ▲ +0.18% | $912.81 (−1.56%) |
Jul 22, 2026 10w ago | Court Ruling | $927.31 $955.87 | ▲ +3.08% | ▲ +0.18% | $912.81 (−1.56%) |
US Market Status
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