MarketBeat
25 Sept 2026, 16:46 UTC · 1h ago
Verdict
Headline takes no side. We score COST +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 87% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 5 new · 0 priced in
Costco reported Q4 2026 EPS of $6.75 and revenue of $95.72 billion, beating consensus estimates of $6.54 and $94.97 billion respectively.
Newreported on Thursday, Sept. 24
So whatThe $0.21 EPS beat continues a streak of five beats in six quarters, supporting a premium multiple.
More positive than 93% of claims this week
The company plans to open 33 warehouses in FY2027, including 28 net new locations.
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Scored by the NIS engine · methodology.
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Newreported on Thursday, Sept. 24
So whatThis targets a long-term goal of 30 net new sites annually to sustain double-digit sales growth.
More positive than 78% of claims this week
Paid memberships increased 3.8% to 84.1 million, with executive members growing 9.4% to 42.3 million.
Newreported on Thursday, Sept. 24
So whatThe acceleration in high-margin executive memberships improves long-term membership fee revenue stability.
More positive than 65% of claims this week
Costco received a $184 million tariff refund in Q4 but expects to reinvest most future refunds into lower member prices.
Newreported on Thursday, Sept. 24
So whatThe $0.15 per share benefit is non-recurring, meaning FY2027 EPS will lack this specific tailwind.
More negative than 70% of claims this week
The pharmacy business grew nearly 20%, driven by digital capabilities and GLP-1 and fertility drug offerings.
Newreported on Thursday, Sept. 24
More positive than 52% of claims this week
Which stocks this story touches
More positive than 87% of ticker scores this week
The company beat both EPS and revenue estimates with strong growth in membership, pharmacy, and fuel segments.
More positive than 53% of ticker scores this week
Mentioned as a delivery partner providing nationwide coverage, contributing to incremental sales growth.
More positive than 53% of ticker scores this week
Mentioned as a delivery partner providing nationwide coverage, contributing to incremental sales growth.
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5h ago
More positive than 34% of relationship scores this week
[mutual] Costco has a partnership with Uber Eats to provide nationwide delivery coverage.
+2.8%
Price agrees with the score
$921.55 vs $896.48 close before publication (Sep 24) · not market-adjusted
COST chart →
