Costco Wholesale Corporation COST is expanding its same-day delivery reach through DoorDash and Uber Eats, offering more ways for members to shop without visiting a warehouse. During its fourth-quarter fiscal 2026 earnings call, management informed that its Uber Eats partnership had expanded from 17 states to nationwide coverage, alongside the broader rollout of the DoorDash partnership. These developments complement Costco's successful delivery collaboration with Instacart in both the United States and Canada. The key question is whether faster, easier ordering increases member spending or simply shifts sales from physical locations.
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