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Costco Sales Jump 8% in September, Fueled by Digital Growth

Q: What strategies did Costco implement to boost sales in international markets?

International growth was propelled by a strategic expansion of its physical footprint, including the opening of seven new international warehouses in fiscal year 2025. This expansion, combined with strong consumer demand in these markets, led to an 8.5% increase in comparable sales.

Q: How does the new "digitally-enabled" sales metric impact Costco's overall performance analysis?

The new metric offers a more holistic view of Costco's omnichannel success. By capturing all sales initiated through digital devices, it provides a clearer picture of how online engagement drives overall revenue, whether the final transaction occurs online, via delivery, or through warehouse pickup. This better reflects modern consumer journeys.

Q: What are the implications of Costco's sales growth for its competitors in the retail industry?

Costco's sustained growth and digital momentum intensify pressure on competitors like Walmart and Target. Its ability to grow sales, increase membership revenue, and expand globally demonstrates the resilience of its business model, setting a high benchmark for value, quality, and customer loyalty in the competitive retail sector.

Q: How did Hurricane Helene and port strikes influence Costco's sales last year?

Last year's sales figures received an artificial boost from increased consumer spending ahead of Hurricane Helene and various port strikes. These events inflated sales by an estimated 2% in the U.S. and 1.5% globally, making the current year-over-year growth particularly impressive as it overcame that challenging comparison.

Costco Wholesale Corp. announced an 8% sales increase for September 2025, reaching $26.58 billion, with a significant 26.1% surge in digitally-enabled sales.

Claire Whitmore

October 8, 2025

High-quality image of Costco Wholesale store with customers, representing retail activity and foot traffic.

Source:

MarketWatch

September Sales Show Robust Growth

Costco Wholesale Corp. reported a strong sales performance for September 2025, with net sales climbing 8% year-over-year to $26.58 billion for the five weeks ending October 5, 2025. The results continue a trend of steady gains for the retail giant, easing Wall Street concerns about its growth trajectory.

The company posted solid comparable sales figures across the board, demonstrating widespread consumer demand.

Key Comparable Sales Growth:

Total Company: +5.7%
United States: +5.1%
Canada: +6.3%
Other International: +8.5%

These figures are particularly noteworthy given that the prior year's sales were artificially inflated by consumer activity related to Hurricane Helene and port strikes. According to Costco's investor relations, this year's growth successfully overcame a tough comparison.

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Source:

The Wall Street Journal

Digital Surge Drives Momentum

A standout figure from the report was the 26.1% increase in digitally-enabled sales. This metric, which the company recently broadened, now includes all sales initiated via a digital device, such as warehouse pickup, delivery, and Costco Travel bookings.

This surge highlights Costco's successful adaptation to the modern retail landscape, effectively blending its physical and online presence to meet customer needs. The strong digital performance indicates that the company's investments in its omnichannel strategy are paying off, positioning it favorably against competitors like Amazon and Walmart.

Expanding Global Footprint

Costco's growth is also supported by its expanding global presence. The company now operates 914 warehouses worldwide, having opened a net of 24 new locations in fiscal year 2025. This includes 15 new warehouses in the U.S., two in Canada, and seven in other international markets, which continue to be a significant source of growth.

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Clean Costco warehouse interior highlighting product displays and store layout.

Source:

MarketWatch

A Look at the Bigger Picture

The September results cap off a strong fiscal year for Costco. For the full fiscal year 2025, the company reported:

Net Sales: $269.9 billion (+8%)
Membership Fee Revenue: $5.3 billion (+10%)
Net Income: $8.1 billion (+10%)

With a global workforce of 341,000, Costco's business model continues to prove its resilience. The U.S. and Canada remain its core markets, accounting for 86% of net sales.

Investor Confidence Restored

This sustained performance alleviates recent skepticism regarding Costco’s long-term growth. The robust sales figures, especially the impressive digital growth, demonstrate the company's ability to innovate and execute its strategy effectively in a volatile retail environment. This signals continued strength and stability for investors.

A Look at the Bigger Picture

The September results cap off a strong fiscal year for Costco. For the full fiscal year 2025, the company reported:

Net Sales: $269.9 billion (+8%)
Membership Fee Revenue: $5.3 billion (+10%)
Net Income: $8.1 billion (+10%)

With a global workforce of 341,000, Costco's business model continues to prove its resilience. The U.S. and Canada remain its core markets, accounting for 86% of net sales.

Investor Confidence Restored

How did Costco achieve such a significant increase in digitally-enabled sales?

Costco's 26.1% surge in digitally-enabled sales was driven by a broader metric that now includes all transactions initiated online, such as e-commerce, warehouse pickup, delivery, and Costco Travel bookings. This reflects a successful strategy to integrate digital channels with their physical warehouses and cater to evolving consumer shopping habits.

How did Costco achieve such a significant increase in digitally-enabled sales?

What strategies did Costco implement to boost sales in international markets?

How does the new "digitally-enabled" sales metric impact Costco's overall performance analysis?

What are the implications of Costco's sales growth for its competitors in the retail industry?

How did Hurricane Helene and port strikes influence Costco's sales last year?

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