Costco's third quarter 2026 EPS of $4.93 beats estimates, driven by strong comparable sales growth.

Costco reported third quarter 2026 net sales of $69.15 billion, an increase of 11.6% year-over-year, and diluted EPS of $4.93, up 15.2% from the prior year. The results featured strong growth in membership fees and a significant increase in e-commerce sales.

Key Highlights

• Adjusted comparable sales, which exclude impacts from gasoline prices and foreign exchange, increased by 6.6%, driven by a 2.4% increase in traffic and a 4.2% increase in average ticket.
• Digitally-enabled comparable sales grew 21.5% (20.8% on an adjusted basis), showing continued strength in the company's e-commerce channel.
• The worldwide membership renewal rate remained strong at 89.7%, with membership fee income growing 10.7% to $1.37 billion.