Costco(US:COST)2026-02-04 22:02Costco Wholesale (NasdaqGS:COST) 2025 Update Summary Industry Overview - The call discusses the retail performance of Costco Wholesale for the month of January 2026, comparing it to the same period in 2025 [1] Key Financial Metrics - Net Sales: $21.33 billion, a 9.3% increase from $19.51 billion in January 2025 [2] - Comparable Sales: - U.S.: 5.8% - Canada: 11.4% - Other International: 9.5% - Total Company: 7.1% - Digitally Enabled: 34.4% [2] - Comparable Sales Excluding Gas and FX: - U.S.: 6.8% - Canada: 8.2% - Other International: 2.7% - Total Company: 6.4% - Digitally Enabled: 33.1% [3] - Traffic Growth: Up 2.4% worldwide and 2.2% in the U.S. [3] Impact of External Factors - Lunar and Chinese New Year shifts negatively impacted sales by approximately 4% for other international and 0.5% for total company sales [3] - Foreign currency fluctuations positively impacted sales: - Canada: +4.8% - Other International: +7.6% - Total Company: +1.7% [4] - Gas price deflation negatively impacted total reported comparable sales by approximately 100 basis points, with an average worldwide selling price per gallon down 9.6% year-over-year [4] Regional Performance - Strongest comparable sales in the U.S. were observed in the Midwest, Southeast, and Texas [4] - Best performing international markets included Australia, the United Kingdom, and Mexico [4] Merchandising Highlights - Food and Sundries: Positive mid-single digits - Fresh Foods: Up mid-single digits, with bakery and meat performing well - Non-Foods: Positive low double digits, with jewelry, tires, and majors as top performers - Ancillary Business Sales: Up low to mid-single digits, with pharmacy, food court, and hearing aids as top performers - Gas Sales: Down mid to high single digits due to price changes [5] Future Outlook - The next reporting period will cover February 2 to March 1, 2026, compared to February 3 to March 2, 2025 [5]