🏢 官网IRCOSTCodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:15:00(美东 08-05 16:15)·⟳ 抓取 08-26 08:01:39·⚡ 决策 08-06 04:23:05 −20d03h·82.6 天前
Costco公布7月销售额同比增长10.7%,调整后同店销售增长6.6%
7月净销售额231.2亿美元、同比增长10.7%,表明会员仓储需求仍稳健。
📄 原文COST↗ 原文
Costco Wholesale Corporation Reports July Sales Results
ISSAQUAH, Wash., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: CO…
不做 Costco Wholesale(COST.US)
月度销售为定期披露,7月调整后同店增长6.6%延续既有趋势且较6月略放缓,未披露利润率或指引上修;对Costco这样超大市值标的预期差不足,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司官方发布7月销售结果,披露净销售额231.2亿美元、同比增长10.7%,调整后总同店销售增长6.6%。
- 2026-08-05 16:19 ET其它event-trade detect非一手系统在官方发布约4分钟后抓到该信号,处于美股盘后不可连续成交时段。
关键理由
- 7月净销售额231.2亿美元、同比增长10.7%,表明会员仓储需求仍稳健。
- 调整后总同店销售增长6.6%,较6月核心同店约7.0%略放缓,更多是既有趋势确认而非明显上修。
- Costco市值约4000亿美元级别,月度销售披露为定期日历事件,未给出利润率、EPS或全年指引上修,短线重定价弹性不足。
主要风险
- 若盘后电话会披露客流、客单或品类结构显著超预期,可能改变市场对Q4利润率的判断。
- 核心同店增速持续放缓会让高估值承压,但本次数据尚未形成足够强的公司级净利空。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 weakens
公开材料显示6月核心同店约7.0%且市场讨论重点是增速放缓和估值,7月6.6%不是明确正向超预期。
检索:Costco July 2026 comparable sales expectation 6.6% July sales analysts 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-05 · 影响 weakens
未见官方指引下修、利润率损害或需求骤降证据,销售仍为正增长,做空催化强度不足。
检索:Costco July sales 2026 comparable sales after hours stock reaction 原文 ↗
原文全文
展开原文 · 4,212 字
ISSAQUAH, Wash., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $23.12 billion for the retail month of July, the four weeks ended August 2, 2026, an increase of 10.7 percent from $20.89 billion last year.
Net sales for the first 48 weeks were $273.55 billion, an increase of 10.1 percent from $248.35 billion last year.
Comparable sales for the periods ended August 2, 2026, were as follows:
| | 4 Weeks | | 48 Weeks |
| U.S. | 10.3%
| | 8.1%
|
| Canada | 4.2%
| | 8.1%
|
| Other International | 6.0%
| | 9.8%
|
| | | | |
| Total Company | 8.9%
| | 8.4%
|
Digitally-Enabled | 17.7%
| | 21.2%
|
| | | | | | |
Comparable sales excluding the impacts from changes in gasoline prices and foreign exchange were as follows:
| | 4 Weeks | | 48 Weeks |
| U.S. | 6.9%
| | 6.7%
|
| Canada | 4.9%
| | 7.0%
|
| Other International | 6.6%
| | 6.5%
|
| | | | |
| Total Company | 6.6%
| | 6.7%
|
Digitally-Enabled | 18.2%
| | 20.9%
|
| | | | | | |
Additional discussion of these results is available in a pre-recorded message. It can be accessed by visiting investor.costco.com (click on “Events & Presentations”). This message will be available through 4:00 p.m. (PT) on Wednesday, August 12, 2026.
Costco currently operates 933 warehouses, including 641 in the United States and Puerto Rico, 115 in Canada, 43 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Certain statements contained in this document and the pre-recorded message constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs and global conflicts), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
| CONTACTS: | Costco Wholesale Corporation |
| | Josh Dahmen, 425/313-8254 |
| | Andrew Yoon, 425/313-6305 |
| | Bryan Starnes, 425/427-7403 |
COST-Sales
Source: Costco Wholesale Corporation
Net sales for the first 48 weeks were $273.55 billion, an increase of 10.1 percent from $248.35 billion last year.
Comparable sales for the periods ended August 2, 2026, were as follows:
| | 4 Weeks | | 48 Weeks |
| U.S. | 10.3%
| | 8.1%
|
| Canada | 4.2%
| | 8.1%
|
| Other International | 6.0%
| | 9.8%
|
| | | | |
| Total Company | 8.9%
| | 8.4%
|
Digitally-Enabled | 17.7%
| | 21.2%
|
| | | | | | |
Comparable sales excluding the impacts from changes in gasoline prices and foreign exchange were as follows:
| | 4 Weeks | | 48 Weeks |
| U.S. | 6.9%
| | 6.7%
|
| Canada | 4.9%
| | 7.0%
|
| Other International | 6.6%
| | 6.5%
|
| | | | |
| Total Company | 6.6%
| | 6.7%
|
Digitally-Enabled | 18.2%
| | 20.9%
|
| | | | | | |
Additional discussion of these results is available in a pre-recorded message. It can be accessed by visiting investor.costco.com (click on “Events & Presentations”). This message will be available through 4:00 p.m. (PT) on Wednesday, August 12, 2026.
Costco currently operates 933 warehouses, including 641 in the United States and Puerto Rico, 115 in Canada, 43 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Certain statements contained in this document and the pre-recorded message constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs and global conflicts), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
| CONTACTS: | Costco Wholesale Corporation |
| | Josh Dahmen, 425/313-8254 |
| | Andrew Yoon, 425/313-6305 |
| | Bryan Starnes, 425/427-7403 |
COST-Sales
Source: Costco Wholesale Corporation
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