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Costco Wholesale
COST · NASDAQConsumer — Warehouse Retail
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Suppliers &brandsCPG makers & farmsPrivate labelKirkland SignatureLogistics &depotsCross-dock & final mileWarehouseclubsMembership retailMembersHouseholds & businessesPGProcter & GambleKOCoca-ColaKMBKimberly-Clark···CPG brands & farmsKSKirkland SignatureCLCostco LogisticsDEPCross-dock depotsCOSTCostco WholesaleGASGas, pharmacy & servicesBIZBusiness members···Household members
Company details
Market cap
$420B
P/E ratio
48×
Div yield
0.6%
EPS (FY25)
$18.21
Net income
$8.1B
Rev. growth
+8%
Revenue (FY25)
$275B
Member renewal
~90%
In plain English
Costco runs a membership-only warehouse club: 81 million paying members pay an annual fee to shop a deliberately tiny range of bulk goods sold at razor-thin markups. The real profit engine is that membership fee (renewed by ~90% of members), not the goods — and the in-house Kirkland Signature brand, made by the same factories behind the national brands, is now a ~$90B business in its own right.
In simple terms
What Costco Wholesale really sells
Costco runs a membership-only warehouse club: 81 million paying members pay an annual fee to shop a deliberately tiny range of bulk goods sold at razor-thin markups. The real profit engine is that membership fee (renewed by ~90% of members), not the goods — and the in-house Kirkland Signature brand, made by the same factories behind the national brands, is now a ~$90B business in its own right.
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Risk read
Low–Moderate
SteadierMore speculative
Why this rating?