The Motley Fool
25 Sept 2026, 05:34 UTC · 2h ago
Verdict
Headline takes no side. We score COST +0.60 across five claims — strongly bullish.
+0.60strongly bullish
More positive than 75% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 5 new · 0 priced in
Costco reported fourth-quarter revenue of $95.7 billion, an 11% increase year-over-year.
Newreported Thursday's market close
So whatThe figure beat consensus analyst estimates of just under $94.9 billion.
More positive than 78% of claims this week
Net income for the quarter rose nearly 15% to just under $3 billion, or $6.75 per share.
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Newreported Thursday's market close
So whatThis beat the consensus EPS estimate of $6.55.
More positive than 64% of claims this week
Digitally enabled sales comps surged 19.5% during the latest quarter.
Newreported Thursday's market close
So whatThis growth rate is nearly 3x the company's overall adjusted comp growth of 6.7%.
More positive than 64% of claims this week
Quarterly membership fees grew by 7%, which the company noted is lower than in recent quarters.
Newreported Thursday's market close
So whatSince membership fees are a primary profit driver, a slowdown here could pressure future EPS growth.
More negative than 70% of claims this week
Costco received tariff refunds that contributed $0.15 per share to the quarter's results.
Newreported Thursday's market close
So whatExcluding this one-time windfall, organic EPS growth was 12% rather than the headline 15%.
More negative than 64% of claims this week
Which stocks this story touches
More positive than 75% of ticker scores this week
The company beat analyst estimates for both revenue and EPS, with strong growth in digital commerce and net income.
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COST hasn't traded since this ran. Last close $896.48 (Sep 24); the reaction starts at the next open.
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