Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate
Sep. 25, 2025 10:38 PM ETCostco Wholesale Corporation (COST) Stock, COST:CA StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: Costco Wholesale Corporation (COST) Q4 2025
Management View
CEO Ron Vachris highlighted the opening of 10 new warehouses in Q4, bringing the total to 914 worldwide, and announced plans to open another 35 warehouses in fiscal 2026, including 5 relocations. He
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Quick Insights
Management remains optimistic about fee growth, driven by new warehouse openings and younger digital member engagement, but acknowledges a slight decline in renewal rates as online sign-ups increase. Mitigation includes auto-renewal and targeted communications.
Management is confident these initiatives will support continued market share gains and sales growth, leveraging both domestic and international expansion, plus improvements in digital technology and operations.
The company highlights ongoing uncertainty, tariffs, and pressure on renewal rates as risks, addressing them via supply chain efficiency, product assortment adjustments, enhancement of member value, and digital engagement strategies.
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