Unlocking Costco (COST) International Revenues: Trends, Surprises, and Prospects

Core Insights - The performance of Costco's international operations is crucial for understanding its financial resilience and growth potential [1][2][3] Group 1: International Revenue Performance - For the quarter ending August 2025, Costco's total revenue reached $86.16 billion, marking an 8.1% year-over-year increase [4] - The "Other International" segment contributed 14% of total revenue, amounting to $12.03 billion, exceeding Wall Street's expectation of $11.82 billion by 1.73% [5] - Canada generated $11.9 billion in revenue, representing 13.8% of total revenue, slightly below the consensus estimate of $12.09 billion by 1.58% [6] Group 2: Future Revenue Projections - Analysts project Costco's revenues for the current fiscal quarter to be $66.98 billion, reflecting a 7.8% increase year-over-year, with contributions of 14.1% from Other International ($9.47 billion) and 13.5% from Canada ($9.06 billion) [7] - For the full year, total revenue is expected to reach $296.32 billion, up 7.7% from the previous year, with Other International and Canada projected to contribute 14.1% ($41.83 billion) and 13.6% ($40.33 billion) respectively [8] Group 3: Market Context and Trends - The reliance on international markets presents both opportunities and challenges for Costco, making it essential to monitor international revenue trends for future projections [9] - Wall Street analysts are closely observing these trends, especially in light of increasing global interconnections and geopolitical tensions, which can impact earnings predictions [10]