Costco Digital Sales Top $33 Billion as E-Commerce Grows Over 20%

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Summary · why it matters

Costco Wholesale Corporation's digitally enabled sales, including third-party delivery, exceeded $33 billion in fiscal 2026 and grew more than 20%. In the fourth quarter, digitally enabled comparable sales rose 19.5%, or 19.8% excluding foreign-exchange impacts, while e-commerce site and app traffic climbed 30%. Pharmacy, home furnishings, small electrics, hardware, housewares and domestics ranked among Costco's strongest digital sales categories, and the company is extending same-day availability through Uber Eats, DoorDash and Instacart, with management noting average delivery times under an hour and mostly incremental transactions. Personalized product placements and email communications generated triple-digit sales growth in the quarter, with 10% of Costco.com orders including a personalized item, and traffic from AI search grew at a triple-digit rate for the second straight quarter. For comparison, Walmart's global e-commerce sales rose 23% in second-quarter fiscal 2027 and accounted for 24% of total net sales, while Target's second-quarter fiscal 2026 comparable digital sales increased 8.7%.

Impact on assets 7

Consumer Staples▲
Costco Wholesale Corp
COST
▲ PositiveDemandrelevance

Costco's digitally enabled sales topped $33B and grew over 20%, with Q4 digital comps up 19.5% and traffic up 30%.

Cloud & Digital Infrastructure▲
Consumer Discretionary▲
Robotics & Physical AI▲
Others▲