코스트코

Costco Wholesale Corporation · 리테일 (멤버십 창고형)

Thu, May 28, 2026·After Market Close

CostcoMembershipRetailSubscriptionWarehouse

01Wall Street Consensus

EPS$4.93

Revenue$62~64B

EPS$4.88-1.0%

Revenue$63.2B+0.3%

After-Hours Reaction-3.91%

EPS $4.88 — vs consensus $4.93, **-1.0% miss**
Revenue $63.2B — in line with $63B consensus, near upper end
Comparable sales — US up low single digits, International up low single digits (muted)
**Membership revenue** — renewal rate above 90% maintained (structural earnings stream)
**E-commerce** — double-digit growth sustained
Margin compression — general merchandise GP compression plus tariff/FX headwinds were the core driver of the EPS miss
New store openings — on planned pace

Detail

Beat0Miss1Beat률 0%

분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출

컨센서스 대비 실제 EPS/매출 서프라이즈 (%)

02Earnings Results

EPS$4.88-1.0%

Revenue$63.2B+0.3%

After-Hours Reaction-3.91%

EPS $4.88 — vs consensus $4.93, **-1.0% miss**
Revenue $63.2B — in line with $63B consensus, near upper end
Comparable sales — US up low single digits, International up low single digits (muted)
**Membership revenue** — renewal rate above 90% maintained (structural earnings stream)
**E-commerce** — double-digit growth sustained
Margin compression — general merchandise GP compression plus tariff/FX headwinds were the core driver of the EPS miss
New store openings — on planned pace