Costco Wholesale Corporation

“We do love that Costco warehouse experience and it's a great expansion for us in the quarter.”

Costco was a notable Salesforce expansion in the quarter, deploying AI and digitization for its members.

“You're also seeing a significant amount of promotions scoop away from Costco, which can create noise because that's a large promotion”

Clorox notes outsized Scoop Away cat-litter promotions at Costco as consumers shift to the club channel, a read-through on Costco's growing role in Clorox's category mix.

“some of the more successful ones like Costco—which we have—and many others have made those pivots”

Citi cites Costco as one of its successful, high-scale co-brand card relationships, a read-through on the Costco co-branded card program.

“We continue to see strength in Walmart and Costco, in club in general, in Amazon.”

P&G continues to see sales strength through Costco/club channel, part of the retail-channel shift toward larger, more inventory-efficient retailers.

“and our American Airlines and Costco partnerships.”

Citi's branded cards revenue growth is supported in part by its co-branded card partnership with Costco.

“the dynamics at play at Costco, you know, given Proctor is now entering after decades of exclusivity for Huggies.”

Costco is moving away from Kimberly-Clark's branded diaper exclusivity, causing a partial loss of Huggies diapers and pull-ups distribution in the club channel (a ~60bps full-year growth headwind for KMB).

“we supported Costco in Canada and their omnichannel growth strategy using Mastercard's marketing and consulting services”

Costco Canada used Mastercard's marketing and consulting services for its omnichannel growth strategy, a services-client read-through.

“And if you go look at someone like Costco and what margins are fueling are right now, I think it's woken up the market that spreads at the retail are as high as they've ever been.”

Dover cites Costco's currently high retail fuel margins as evidence that the North American retail-fueling CapEx cycle is turning, supporting demand for Dover's fueling equipment.

“But we did get delisted from Costco last year for OxiClean, that was a big headwind.”

Church & Dwight was delisted from Costco for OxiClean last year, a lost-distribution headwind at a major retail customer.

“We refreshed the value proposition in the Costco portfolio.”

Citi refreshed the value proposition of its Costco co-brand card portfolio. Read-through: Costco's co-brand card program with Citi is being enhanced.

“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”

Costco is named among retailers in active expansion mode signing new leases, a positive footprint-growth signal.

“we embark on the next decade towards our vision of Costco plus Disney”

PDD frames its long-term corporate vision as combining Costco's value-retail model with Disney's entertainment appeal, positioning Costco as an aspirational benchmark.

“you're facing some pretty strong local competition and Sam's competition as well.”

An analyst frames Walmart's Sam's Club as a competitor to Costco in China, alongside strong local players in that e-commerce-driven market.

“the impact of the $10 Instacart credit that we're offering each month for online shopping”

A monthly $10 Instacart credit for Costco members is driving executive membership upgrades, underscoring a deep Instacart delivery partnership.

“our same-day delivery service offered through Instacart, Uber Eats and DoorDash continue to grow at a faster pace than our overall digital sales.”