Costco reports December net sales of $29.86 billion, up 8.5% year-over-year. Comparable sales also show growth.
Quiver AI Summary
Costco Wholesale Corporation announced its financial results for December 2025, reporting net sales of $29.86 billion for the month, a rise of 8.5% from the previous year. For the first eighteen weeks of the fiscal year, net sales reached $101.83 billion, up 8.3%. Comparable sales increased across various regions: 6.0% in the U.S., 8.4% in Canada, and 10.6% internationally. Digital sales saw a notable increase of 18.9%. The company operates 923 warehouses globally and highlights the importance of forward-looking statements regarding its future outlook, acknowledging various risks that could impact performance. Further details are available through a pre-recorded message on their investor site.
Potential Positives
- Costco reported a significant increase in net sales, with December sales reaching $29.86 billion, reflecting an 8.5% growth compared to the previous year.
- Comparable sales growth of 7.0% for the total company showcases strong performance across all markets, contributing positively to overall company metrics.
- The company experienced robust digital sales, with a notable increase of 18.9% in digitally-enabled sales for the month, indicating strong e-commerce growth.
- Costco's continued expansion, operating 923 warehouses globally, demonstrates a solid commitment to growth and market penetration.
Potential Negatives
- Comparable sales growth is lower in Canada (6.0% for 5 weeks) compared to the previous year (8.0%), indicating potential challenges in maintaining sales momentum in that market.
- The company's forward-looking statements highlight significant risks and uncertainties, including economic conditions, competition, and public health factors, which could negatively impact future performance.
- There is no mention of net income or profit margins, which raises concerns about overall profitability despite increases in sales.
FAQ
What were Costco's net sales for December 2025?
Costco reported net sales of $29.86 billion for December 2025, an increase of 8.5 percent from last year.
How did Costco's sales perform compared to last year?
The first eighteen weeks showed net sales of $101.83 billion, an 8.3 percent increase from $94.04 billion last year.
What were the comparable sales growth rates for the U.S. in December?
Comparable sales in the U.S. increased by 6.0% for the five weeks ending January 4, 2026.
How many warehouses does Costco operate globally?
Costco operates 923 warehouses worldwide, including locations in the U.S., Canada, Mexico, Japan, and more.
Where can I access Costco's pre-recorded message about sales results?
The pre-recorded message can be accessed at investor.costco.com under “Events & Presentations” until January 14, 2026.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$COST Insider Trading Activity
$COST insiders have traded $COST stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $COST stock by insiders over the last 6 months:
- YORAM RUBANENKO (Executive Vice President) sold 4,000 shares for an estimated $3,899,852
- RUSSELL D MILLER (Sr. Executive Vice President) sold 3,381 shares for an estimated $3,093,615
- CLAUDINE ADAMO (Executive Vice President) sold 2,700 shares for an estimated $2,526,336
- JAVIER POLIT (Executive Vice President) has made 0 purchases and 2 sales selling 2,607 shares for an estimated $2,258,662.
- WILLIAM RICHARD WILCOX (Executive Vice President) sold 2,400 shares for an estimated $2,232,312
- CATON FRATES (Executive Vice President) sold 1,540 shares for an estimated $1,401,430
- TIFFANY MARIE BARBRE sold 1,239 shares for an estimated $1,158,352
- TERESA A. JONES (Executive Vice President) sold 600 shares for an estimated $595,230
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$COST Congressional Stock Trading
Members of Congress have traded $COST stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $COST stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 10/17.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/09.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$COST Hedge Fund Activity
We have seen 1,744 institutional investors add shares of $COST stock to their portfolio, and 1,735 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,922,311 shares (+91.1%) to their portfolio in Q3 2025, for an estimated $2,704,978,730
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,358,874 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,183,444,540
- FMR LLC removed 1,460,694 shares (-15.5%) from their portfolio in Q3 2025, for an estimated $1,352,062,187
- AMUNDI added 986,182 shares (+45.0%) to their portfolio in Q3 2025, for an estimated $912,839,644
- NUVEEN, LLC removed 953,575 shares (-27.5%) from their portfolio in Q3 2025, for an estimated $882,657,627
- BLACKROCK, INC. removed 801,895 shares (-2.3%) from their portfolio in Q3 2025, for an estimated $742,258,068
- ASSENAGON ASSET MANAGEMENT S.A. removed 758,869 shares (-91.8%) from their portfolio in Q3 2025, for an estimated $702,431,912
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$COST Analyst Ratings
Wall Street analysts have issued reports on $COST in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Outperform" rating on 12/12/2025
- Bernstein issued a "Outperform" rating on 12/12/2025
- Telsey Advisory Group issued a "Outperform" rating on 12/04/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- Oppenheimer issued a "Outperform" rating on 11/03/2025
- BTIG issued a "Buy" rating on 10/15/2025
- Argus Research issued a "Buy" rating on 09/29/2025
To track analyst ratings and price targets for $COST, check out Quiver Quantitative's $COST forecast page.
$COST Price Targets
Multiple analysts have issued price targets for $COST recently. We have seen 16 analysts offer price targets for $COST in the last 6 months, with a median target of $1030.0.
Here are some recent targets:
- David Belinger from Mizuho set a target price of $1000.0 on 01/05/2026
- Joseph Feldman from Telsey Advisory Group set a target price of $1100.0 on 01/02/2026
- Chuck Cerankosky from Northcoast Research set a target price of $1100.0 on 12/24/2025
- Edward Kelly from Wells Fargo set a target price of $900.0 on 12/19/2025
- Bill Kirk from Roth Capital set a target price of $769.0 on 12/15/2025
- Kate McShane from Goldman Sachs set a target price of $1171.0 on 12/12/2025
- Peter Benedict from Baird set a target price of $1000.0 on 12/12/2025
Full Release
ISSAQUAH, Wash., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $29.86 billion for the retail month of December, the five weeks ended January 4, 2026, an increase of 8.5 percent from $27.52 billion last year.
Net sales for the first eighteen weeks were $101.83 billion, an increase of 8.3 percent from $94.04 billion last year.
Comparable sales were as follows:
| 5 Weeks | 18 Weeks | ||||
| U.S. | 6.0% | 5.9% | |||
| Canada | 8.4% | 7.0% | |||
| Other International | 10.6% | 9.5% | |||
| Total Company | 7.0% | 6.6% | |||
| Digitally-Enabled | 18.9% | 19.6% | |||
Comparable sales excluding the impacts from changes in gasoline prices and foreign exchange were as follows:
| 5 Weeks | 18 Weeks | ||||
| U.S. | 6.3% | 5.9% | |||
| Canada | 6.0% | 8.0% | |||
| Other International | 5.6% | 6.5% | |||
| Total Company | 6.2% | 6.3% | |||
| Digitally-Enabled | 18.3% | 19.4% | |||
Additional discussion of these results is available in a pre-recorded message. It can be accessed by visiting investor.costco.com (click on “Events & Presentations”). This message will be available through 4:00 p.m. (PT) on Wednesday, January 14, 2026.
Costco currently operates 923 warehouses, including 633 in the United States and Puerto Rico, 114 in Canada, 42 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan and Australia.
Certain statements contained in this document and the pre-recorded message constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
| CONTACTS: |
Costco Wholesale Corporation
Josh Dahmen, 425/313-8254 Andrew Yoon, 425/313-6305 |
COST-Sales