ADEO vs Costco

ALL ADEO : quand le partage de la valeur devient une expérience collective

Nouvel article publié sur le site d'ADEO : 'ALL ADEO : quand le partage de la valeur devient une expérience collective'.

La stratégie d’ADEO pour conquérir de nouveaux marchés

Pour rendre nos offres accessibles au plus grand nombre, nous explorons de nouveaux modèles de développement et de distribution, pensés pour franchir les frontières. Nous nous appuyons notamment sur : Xtend : un modèle de partenariat international permettant de déployer les Marques des Habitants (MDH) dans des pays où les enseignes ADEO…

8-K Financial Filing Analysis for Costco (2026-09-24)

On September 24, 2026, Costco Wholesale Corporation filed a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) announcing its operating results for the 16-week fourth quarter and the 52-week fiscal year ended August 30, 2026. The filing serves as the official SEC furnishing of the company's fiscal 2026 earnings press release (Exhibit 99.1) and fourth-quarter supplemental data package (Exhibit 99.2). The submission was authorized and signed by Executive Vice President and Chief Financial Officer Gary Millerchip.

• Costco reported operating results for its 16-week fourth quarter and 52-week fiscal year ended August 30, 2026.
• The filing furnishes Exhibit 99.1 (earnings press release) and Exhibit 99.2 (fourth quarter fiscal 2026 supplemental information) under Item 2.02.
• The report was executed and signed on September 24, 2026, by Executive Vice President and Chief Financial Officer Gary Millerchip.

Costco Digital Sales Hit $33B, Up 20%

Costco reported that digitally-enabled sales, including third-party delivery, surpassed $33 billion in fiscal 2026, growing over 20%. The company expanded partnerships with DoorDash and Uber Eats for nationwide U.S. delivery, complementing its long-standing Instacart relationship. CEO Ron Vachris noted these channels drive incremental sales and attract younger members, with members under 40 growing 60% since Covid and now representing over 25% of the base. Costco's total net sales reached $297.2 billion, up 10% year-over-year, with pharmacy growing 20% due to digital capabilities. Delivery partners require membership verification at checkout, reinforcing the membership model.

• Costco digitally-enabled sales exceeded $33 billion in fiscal 2026, growing over 20%.
• Costco partnered with DoorDash and Uber Eats for nationwide U.S. delivery.
• Costco total net sales reached $297.2 billion, up 10% year over year.

Costco and Uber Expand Grocery Delivery to 47 States

Costco has expanded its U.S. grocery delivery partnerships with Uber and DoorDash, significantly broadening its same-day delivery reach. The Uber Eats partnership now covers nearly 600 U.S. locations across 47 states, up from 17, requiring membership verification. Concurrently, Costco has joined DoorDash's marketplace, offering delivery from about 630 locations in 47 states and Washington, D.C. Uber provides benefits like Uber One discounts, while DoorDash offers scheduled delivery. These moves aim to scale Costco's e-commerce, with same-day delivery growing faster than its overall digital business. Instacart remains a key longstanding partner, with recent expansions in Europe, intensifying competition among delivery platforms.

• Costco and Uber expanded their Uber Eats partnership from 17 to 47 states, covering nearly 600 U.S. locations.
• Costco joined DoorDash's marketplace, offering delivery from approximately 630 locations across 47 states and Washington, D.C.
• Both Uber and DoorDash partnerships provide same-day delivery, with DoorDash also offering scheduled delivery.