Costco's US Comp Sales Lead as Domestic Momentum Stays Strong

Costco Wholesale Corporation COST continued to see strong momentum in its core U.S. market during the fourth quarter of fiscal 2026, with domestic comparable sales growth leading other operating regions. U.S. comparable sales increased 10.7% year over year, ahead of the company's overall comparable sales growth of 9.4%. Adjusted U.S. comparable sales, excluding the impact of gasoline prices and foreign exchange, rose 7.2%, highlighting continued strength in underlying member demand. The U.S. performance reflected balanced gains in both shopping frequency and average transaction value. During the quarter, U.S. comparable traffic increased 3.2%, while the average ticket advanced 7.3%. On an adjusted basis, traffic growth remained unchanged at 3.