Costco's second quarter 2026 EPS beats on strong 7.4% comparable sales growth despite a slight revenue miss.

Costco reported second quarter fiscal 2026 net sales of $68.24 billion, an increase of 9.1% year-over-year, while diluted EPS grew 13.9% to $4.58.

Key Highlights

• Total comparable sales increased 7.4% for the quarter, surpassing the 6.5% analyst estimate, driven by a 3.1% increase in traffic and a 4.2% rise in average ticket.
• Digitally-enabled comparable sales saw significant growth, increasing by 22.6% compared to the prior year.
• Membership fee income rose 13.6% year-over-year to $1.36 billion, reflecting continued strength in member loyalty and renewals.