Don't Overlook Costco (COST) International Revenue Trends While Assessing the Stock

Core Insights - Costco's international operations are crucial for assessing its financial strength and growth potential, especially given its global presence [1][2] Group 1: Revenue Performance - Costco's total revenue for the quarter ending November 2025 was $67.31 billion, reflecting an increase of 8.3% [4] - Other International contributed $9.67 billion, accounting for 14.4% of total revenue, surpassing the consensus estimate of $9.58 billion by 0.87% [5] - Revenue from Canada was $9.07 billion, representing 13.5% of total revenue, which was below the expected $9.15 billion, marking a surprise of -0.81% [6] Group 2: Future Projections - Analysts project Costco's total revenue for the current fiscal quarter to reach $68.75 billion, a 7.9% increase from the previous year [7] - For the full year, total revenue is expected to be $295.98 billion, up 7.5% from the previous year, with Other International and Canada projected to contribute 14.2% ($41.99 billion) and 13.6% ($40.29 billion) respectively [8] Group 3: Market Observations - The reliance on international markets presents both opportunities and risks, making it essential to monitor international revenue trends for forecasting [9] - Analysts are closely observing these trends due to the complexities of global interdependence and geopolitical issues, which can influence earnings forecasts [10]