Costco Wholesale Corp

Company facts

Industry

Retail-Variety Stores

Headquarters

Issaquah, Washington

Most recent report

8-K, filed Jul 8, 2026

Incorporated

Washington

Filings on record

1,004+ filings

On EDGAR

CIK 909832

Fiscal year ends

August

Filer status

Large accelerated filer

What to read: May 2026 10-Q

SECSift found 2 of 13 sections worth reading, with 4 positive, 5 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Core financial statements with strong Q3 results and new litigation details.
  Positive

  • Quarterly dividend raised 13% to $1.47 per share, declared April 15, 2026.
  Notable

  • Four class actions filed in March 2026 seek refund of IEEPA tariffs passed to members.

• Management's Discussion (Item 2)

  Full of specific Q3 results: sales, margins, memberships, cash flows, all with numbers.
  Positive

  • Net sales rose 12% to $69.2B in Q3 2026, with comparable sales up 10% across all segments.
  • Membership fee revenue up 11% to $1.37B in Q3 2026; US/Canada renewal rate 92.2%, worldwide 89.7%.
  • Net income grew 15% to $2.2B ($4.93/share) from $1.9B ($4.28) in Q3 2026 vs Q3 2025.
  Notable

  • Gasoline prices added $1.4B or 221 bps to Q3 2026 net sales, a large tailwind from a 20% rise in average price per gallon.
  • Digitally-enabled comparable sales jumped 21% in Q3 2026, showing strong e-commerce growth.
  • Gross margin percentage fell 21 bps to 11.04% in Q3 2026; core merchandise margin down 9 bps, pressured by foods and fresh.
  • Plans $6.5B in capital expenditures for fiscal 2026, including 13 more new warehouses after 16 opened YTD.

What changed: May 2026 vs. Feb 2026

About 3% of COST's May 2026 10-Q is new information. 7 paragraphs were added, 88 changed, and 16 removed. Below are the most important lines SECSift identified.

• Item 2 43
• Item 1 21
• Item 4 2
• Item 6 2