Observed Signal · Sep 24, 2026 · Earnings Report · Source: Modern Retail · Impact: 4/5 · Sentiment: Positive
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.
High relevance to retail media and e-commerce trends; Costco's digital sales growth and delivery partnerships signal expanding retail media opportunities.
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Key Takeaways & Evidence Grounding
- 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.
- Members under 40 grew over 60% since Covid, now over 25% of membership base.
- Pharmacy business grew 20% annually.
Connected Companies & Entities
4 Entities mapped“members will now be able to get delivery nationwide through both DoorDash and Uber Eats....”
“These partnerships will complement the successful long-term partnerships that we’ve had with Instacart in the U.S. and Canada....”
“Costco's business is increasingly living beyond the doors of its core warehouses....”
“members will now be able to get delivery nationwide through both DoorDash and Uber Eats....”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
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