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Added to YB: 2026-09-07

Pitch date: 2026-09-03

COST [neutral]

Costco Wholesale Corporation

Author Info

Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.

Company Info

Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.

Market Cap

$410.4B

Pitch Price

N/A

Price Target

1.1K

Dividend

0.64%

EV/EBITDA

27.98

P/E

46.55

EV/Sales

1.36

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Consumer Spec - Pre Market Wrap - $COST

COST (update): Evercore ISI reiterated Outperform after Costco’s August net sales rose 9.9% to $23.7bn, with core comps excluding gas and FX up 5.4% and effectively near 6% after a roughly 75bp Labor Day drag. It sees the 6.7% 4Q core comp supporting its $6.58 FY26 EPS estimate and calendar-2027 EPS compounding 10%+ to above $23. Canada decelerated, while the report gives inconsistent $1,050 and $1,100 base-case targets.

Read full article (1 min)