Costco Wholesale CorpCOST
▲ PositiveDemandrelevance
AI search traffic growing triple-digit with highest conversion rate, boosting digital sales.
Impact on stocks 3
Consumer Staples
Costco Sees Triple-Digit AI Search Traffic Growth
Earnings
Costco Wholesale Corporation reported that traffic from AI search grew at a triple-digit pace in the third quarter of fiscal 2026, though volume remains low. The company said this traffic has the highest conversion rate of all sources directed to its website, and it is working to improve how its merchandise is understood and surfaced by large language models. Costco highlighted appliances and tires as examples where AI search can better communicate included services like delivery, installation, and road-hazard protection. Digitally enabled comparable sales increased 21.5% in the quarter, while e-commerce site and app traffic rose 37%. The company remains in the initial stages of this effort, which could become an increasingly important contributor to digital sales growth if AI-driven traffic continues to scale while maintaining strong conversion.
Costco Wholesale CorpAI search traffic growing triple-digit with highest conversion rate, boosting digital sales.
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