Costco Wholesale Corporation reported digitally enabled comparable sales jumped 17.9% for the four-week retail month ended Aug. 30, 2026, outpacing its total comparable sales increase of 8.4% for the same period. For the 16-week fourth quarter, digitally enabled comparable sales expanded 19.5%, while fiscal 2026 digital comps posted a 20.9% increase. On an adjusted basis excluding foreign exchange and gasoline price impacts, digitally enabled sales grew 17.9% in August, 19.8% in the fourth quarter and 20.7% for the 52-week fiscal year. Costco operates e-commerce sites in the United States, Canada, the United Kingdom, Mexico, Korea, Taiwan, Japan, Australia and China. Among peers, Target Corporation's comparable digital sales rose 8.7% in the second quarter of fiscal 2026, while BJ's Wholesale Club Holdings, Inc. posted digitally enabled comparable sales up 30% with two-year stacked growth of 64%. Costco shares have fallen 6.9% over the past three months, and the Zacks Consensus Estimate implies current financial-year sales and earnings per share growth of 9.8% and 13.5%, respectively.
Costco Wholesale CorpCostco's digitally enabled comparable sales jumped 17.9% in August and 20.9% for fiscal 2026, signaling strong end-customer demand.
BJs Wholesale Club Holdings Inc
Target Corporation