NasdaqGS:COSTConsumer Retailing
Is Costco’s Strong January Sales and Instacart Expansion Altering The Investment Case For Costco Wholesale (COST)?
In early February 2026, Costco Wholesale reported January net sales of US$21.33 billion, up 9.3% year over year, and year-to-date sales of US$123.16 billion, up 8.5%, while also extending its Instacart-powered same-day delivery service to members in France and Spain.
These results highlight how Costco’s membership model and expanding international partnerships are reinforcing its ability to grow scale while maintaining its low-price promise.
With this combination of strong quarterly...