🎄🎁Costco Holiday Value Wins Again

Costco just dropped its quarterly results like a pallet of holiday cheer — heavy, efficient, and impossible for Wall Street to ignore. In its 2026 fiscal first quarter (ended November 23, 2025), Costco beat Wall Street expectations with $67.31 billion in revenue and $4.50 in earnings per share, both ahead of analyst estimates. Projected revenue before the earnings release pointed at $67.1B in revenue, with actual earnings exceeding this target by around 8% YoY. Not that this is unexpected or anything, Costco didn’t “surprise” the market so much as remind everyone that bulk bargains have a loyal fan base with receipts.

Even better, the performance wasn’t limited to toilet paper and rotisserie chickens. Same-store sales excluding gas rose 6.4%, topping the consensus forecast cited in the coverage—evidence that Costco’s “bulk optimism” is still working across income groups in a stretch of inflation and a softer labor backdrop. Membership fees also rose by 14%, significantly raising the revenue figures.

And yes, Costco kept leaning into the modern reality that some members want their warehouse bargains… without actually going to the warehouse. The company has benefited from delivery partnerships including Instacart, Uber Eats, and DoorDash, which helped same-day delivery performance. Compared to last year, Costco's e-commerce increased by 20.5%.

Alas, the market still found something to nitpick. Costco shares dipped to about $877.71 in after-hours trading even after the company topped estimates. Some of this can be attributed to the very Costco-like problem of high expectations and valuation—when a stock is priced for near-perfection, a solid “beat” can land like a polite golf clap. And while Costco’s fundamentals looked steady (including gross margin of 11.32%), analysts flagged items like slightly declined membership renewal rates and tariff-related chatter as things investors are watching.

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