Quick Read Costco's Q4 report won't reflect the DoorDash deal, but digital comps already ran 21.5% and e-commerce traffic surged 37% without it. The DoorDash partnership is a defensive move against Walmart+ and Amazon Prime, both of which already bundle same-day delivery with membership. At 45x earnings, COST dropped nearly 4% after Q3 on a 0.14% beat, making membership renewal the number that matters most Wednesday.
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