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Source document· December 11, 2025

Costco (COST) Q1 2026 Earnings Call Transcript

Costco (COST) Q1 2026 Earnings Call Transcript Image source: The Motley Fool. DATE Thursday, Dec. 11, 2025 at 5 p.m…

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FY2025 warehouse openings are achieving $192M annualized productivity per warehouse vs $150M for FY2023 openings
80% confidence
Warehouse relocations typically generate 20-60% sales uplift
80% confidence
Excluding tax benefits, net income and EPS grew 13.6% year-over-year in Q1 2026
80% confidence
Q1 was the first quarter where healthcare costs grew at faster pace than sales, creating SG&A headwinds
80% confidence
Long-term geographic target is approximately 50% US and 50% international across Canada, Mexico, Europe, Asia, and Australia
80% confidence
Targeted communications to expiring digitally-signed members showing early success in improving renewal rates
80% confidence
Personalization system launched in Q1 showed positive sales lift
80% confidence
Extended operating hours for executive members generated estimated ~1% sales lift
80% confidence
AI pharmacy inventory system improved in-stock levels to >98% with mid-teens script fill growth
80% confidence
Renewal rate may still see a slight decline over next few quarters due to digitally-signed members with lower renewal rates
80% confidence
Kirkland Signature is growing faster than overall sales with 15-20% value proposition vs national brands
80% confidence
Executive membership upgrades saw a 'nice uptick' from extended hours and Instacart benefits
80% confidence