Costco开市客发布最新业绩会员数再创新高

作者：编译：李言文章来源：联商网

2026-03-07 11:21

作者：编译：李言文章来源：联商网

2026-03-07 11:21

邦小白快读

全文速览

Costco业绩稳健增长，多项核心指标超预期。

1. 总营收696亿美元，同比增长9.2%；净销售额682.4亿美元，增9.1%。

2. 全球同店销售增长6.7%，客流量增3.1%，客单价升4.2%。

会员业务表现强劲，是利润核心引擎。

1. 会员费收入13.55亿美元，增13.6%；付费会员总数8210万，增4.8%。

2. 精英会员4040万，增9.5%；美加续费率92.1%，全球89.7%。

数字业务亮点突出，优化购物体验。

1. 电商销售增长22.6%，增速最快；移动支付升级、药房预付功能上线。

2. 员工预扫技术和8秒自助结账试点提升效率。

未来扩张计划明确，带来新机会。

1. 2026财年预计新增28家门店，中长期目标每年30家以上。

2. 重点拓展加拿大和国际市场，如日本、中国，新会员数量激增。

会员模式驱动品牌增长，体现用户忠诚度。

1. 会员费收入13.55亿美元，增13.6%；精英会员增长9.5%，续费率92.1%显示高粘性。

2. 10美元线上抵扣券、延长营业时间等权益推动会员升级，优化品牌营销。

数字渠道建设加速，适应消费趋势。

1. 电商销售增长22.6%，移动支付和自助结账技术提升购物体验，反映用户行为向线上转移。

2. 零售媒体业务起步，数字广告收入两位数增长，但聚焦会员价值而非激进扩张。

国际市场扩张揭示新消费机会。

1. 加拿大同店销售增7.6%，中国农历新年贡献4%额外销售，显示区域消费趋势。

2. 进入新市场如日本、中国，会员激增，提供品牌定价和产品研发启示。

国际市场增长机会显著，带来正面影响。

1. 加拿大同店销售增7.6%，其他国际市场增7.1%；中国新年拉动海外销售4个百分点。

2. Costco进入日本、中国等新市场，会员数量大幅激增，提示可学习点。

会员忠诚度策略可借鉴，应对消费需求变化。

1. 10美元线上抵扣券、新增会员权益推动升级，续费率92.1%显示高留存。

2. 电商销售增长22.6%，反映线上需求提升，机会提示在数字优化。

风险与机会并存，需谨慎管理。

1. 零售媒体业务处于起步阶段，两位数增长但定位不符商业模式，提示风险。

2. 扩张计划2026财年新增28家门店，重点加拿大，提供合作和招商机会。

电商业务启示数字化推进，优化产品需求。

1. 电商销售增长22.6%，移动支付和8秒自助结账技术提升效率，显示线上渠道潜力。

2. 数字业务优化购物体验，如药房预付功能，启示产品设计需便捷化。

会员模式推动商业机会，反映供应链需求。

1. 高续费率89.7%和会员总数增长，显示产品吸引力；精英会员增9.5%，提示高端产品机会。

2. 国际市场扩张如中国7家门店，新会员激增，带来生产需求增长。

零售媒体探索提供新启示，但需聚焦核心。

1. 数字广告收入两位数增长，但处于起步阶段，启示工厂可结合电商模式。

2. 未来每年新增30家以上门店，重点加拿大，提示区域生产布局机会。

数字技术应用是行业趋势，解决客户痛点。

1. 移动支付升级、药房预付功能上线、员工预扫技术推广，优化购物体验。

2. 自助结账设备试点仅需8秒，提升效率，提供解决方案。

电商增长强劲，揭示新趋势。

1. 数字销售同比增长22.6%，增速最快；剔除汇率影响增21.7%，显示线上业务扩张。

2. 零售媒体业务起步，数字广告收入保持两位数增长，但处于摸索阶段。

会员管理策略提供行业启示。

1. 10美元线上抵扣券推动会员升级，续费率92.1%高；全球付费会员8210万，增4.8%。

2. 扩张计划新增28家门店，重点国际市场，提示服务商需支持平台优化。

会员管理是平台核心，优化运营需求。

1. 付费会员总数8210万，增4.8%；10美元抵扣券和新增权益推动升级，续费率92.1%。

2. 精英会员4040万，增9.5%；延长营业时间提升便利，解决平台招商问题。

数字平台优化最新做法，提升体验。

1. 电商销售增长22.6%；移动支付升级、药房预付功能上线，技术应用强化平台。

2. 员工预扫和8秒自助结账试点，减少排队，规避风向风险。

扩张计划揭示平台需求，管理国际增长。

1. 2026财年新增28家门店，中长期每年30家以上；重点加拿大和日本、中国市场。

2. 全球924家门店分布多国，电商平台同步运营，提供合作和招商机会。

会员制商业模式成功，揭示产业新动向。

1. 会员费收入13.55亿美元，增13.6%，是利润核心；续费率92.1%显示高粘性。

2. 精英会员增长9.5%，10美元抵扣券策略推动升级，提供模式启示。

数字转型是新问题，探索零售媒体。

1. 电商销售增长22.6%，移动支付等技术优化体验；但零售媒体业务起步，两位数增长但定位谨慎。

2. 自助结账8秒试点，反映技术应用趋势，提示政策法规需支持创新。

国际市场扩张带来新动向，商业模式可扩展。

1. 加拿大同店销售增7.6%，中国新年贡献销售；进入新市场会员激增，中国7家门店潜力大。

2. 2026财年新增28家门店，目标每年30家以上，启示区域发展战略。

声明：快读内容全程由AI生成，请注意甄别信息。如您发现问题，请发送邮件至 run@ebrun.com 。

我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

Quick Summary

Costco delivered robust performance with multiple key metrics exceeding expectations.

1. Total revenue reached $69.6 billion, up 9.2% year-over-year; net sales hit $68.24 billion, increasing 9.1%.

2. Global comparable store sales grew 6.7%, driven by a 3.1% rise in foot traffic and a 4.2% increase in average transaction value.

Membership business remained a strong profit engine.

1. Membership fee income climbed 13.6% to $1.355 billion; total paid memberships reached 82.1 million, up 4.8%.

2. Executive members grew 9.5% to 40.4 million; renewal rates stood at 92.1% in the U.S. and Canada, and 89.7% globally.

Digital initiatives showed standout performance, enhancing the shopping experience.

1. E-commerce sales surged 22.6%, the fastest-growing segment; mobile payment upgrades and pharmacy prepay features were launched.

2. Employee pre-scanning technology and 8-second self-checkout pilots improved operational efficiency.

Clear expansion plans present new opportunities.

1. 28 new stores are planned for fiscal 2026, with a medium-to-long-term target of over 30 stores annually.

2. Focus remains on Canada and international markets like Japan and China, where new membership sign-ups are surging.

The membership model drives brand growth, reflecting strong user loyalty.

1. Membership fee revenue rose 13.6% to $1.355 billion; a 9.5% increase in Executive members and a 92.1% renewal rate demonstrate high customer stickiness.

2. Benefits like $10 online vouchers and extended store hours encourage membership upgrades, optimizing brand marketing strategies.

Accelerated digital channel development aligns with shifting consumer trends.

1. E-commerce sales grew 22.6%, while mobile payment and self-checkout technologies enhance the shopping experience, indicating a shift to online behavior.

2. Retail media initiatives are emerging, with digital ad revenue growing at a double-digit rate, though the focus remains on member value rather than aggressive expansion.

International expansion reveals new consumer opportunities.

1. Canadian comparable sales rose 7.6%, while Chinese New Year contributed an extra 4% in sales, highlighting regional consumption trends.

2. Entry into new markets like Japan and China, coupled with surging membership, offers insights for brand pricing and product development.

Significant growth opportunities in international markets present positive implications.

1. Canadian comparable sales increased 7.6%, with other international markets up 7.1%; Chinese New Year boosted overseas sales by 4 percentage points.

2. Costco's expansion into new markets like Japan and China, accompanied by rapid membership growth, offers valuable lessons for sellers.

Membership loyalty strategies are worth emulating to adapt to changing consumer demand.

1. Initiatives like $10 online vouchers and new membership benefits drive upgrades, while a 92.1% renewal rate indicates high retention.

2. A 22.6% rise in e-commerce sales reflects growing online demand, highlighting opportunities for digital optimization.

Risks and opportunities coexist, requiring careful management.

1. Retail media is still in its early stages, with double-digit growth but a cautious approach that may not align with all business models.

2. Expansion plans include 28 new stores in fiscal 2026, with a focus on Canada, offering partnership and sourcing opportunities.

E-commerce growth highlights the push for digitization and evolving product demand.

1. Online sales increased 22.6%, while mobile payment and 8-second self-checkout technologies boost efficiency, indicating the potential of digital channels.

2. Digital enhancements like pharmacy prepay features suggest a need for more convenient product designs.

The membership model creates commercial opportunities, reflecting supply chain needs.

1. High renewal rates (89.7%) and total membership growth indicate product appeal; a 9.5% rise in Executive members points to premium product opportunities.

2. International expansion, such as 7 new stores in China and surging membership, signals increased production demand.

Early-stage retail media exploration offers new insights but requires focus.

1. Double-digit growth in digital ad revenue, though nascent, suggests factories could integrate e-commerce models.

2. Plans for over 30 new stores annually, especially in Canada, indicate regional production layout opportunities.

Digital technology adoption is an industry trend addressing customer pain points.

1. Upgraded mobile payments, pharmacy prepay features, and employee pre-scanning technology improve the shopping experience.

2. Self-checkout pilots reducing transaction time to 8 seconds enhance efficiency, offering solution-oriented insights.

Strong e-commerce growth reveals new trends.

1. Digital sales grew 22.6% year-over-year, the fastest-growing segment; excluding currency impacts, growth was 21.7%, indicating online business expansion.

2. Retail media is in its early stages, with digital ad revenue growing at a double-digit rate but still being refined.

Membership management strategies offer industry insights.

1. $10 online vouchers drive membership upgrades, with a 92.1% renewal rate; global paid memberships reached 82.1 million, up 4.8%.

2. Expansion plans for 28 new stores, focusing on international markets, suggest service providers must support platform optimization.

Membership management is central to platform operations, optimizing merchant needs.

1. Total paid memberships reached 82.1 million, up 4.8%; $10 vouchers and new benefits encourage upgrades, with a 92.1% renewal rate.

2. Executive members grew 9.5% to 40.4 million; extended hours improve convenience, addressing platform recruitment challenges.

Latest digital platform optimizations enhance user experience.

1. E-commerce sales rose 22.6%; mobile payment upgrades and pharmacy prepay features strengthen the platform through technology.

2. Employee pre-scanning and 8-second self-checkout pilots reduce queues, mitigating operational risks.

Expansion plans reveal platform demands for managing international growth.

1. 28 new stores are planned for fiscal 2026, with an annual target of over 30 stores; focus is on Canada, Japan, and China.

2. With 924 stores globally and synchronized e-commerce operations, there are partnership and merchant recruitment opportunities.

The membership-based business model demonstrates success, revealing new industry trends.

1. Membership fee revenue grew 13.6% to $1.355 billion, serving as the profit core; a 92.1% renewal rate indicates high customer loyalty.

2. Executive member growth of 9.5%, driven by strategies like $10 vouchers, offers insights into effective membership models.

Digital transformation poses new questions, including retail media exploration.

1. E-commerce sales increased 22.6%, with technologies like mobile payments enhancing experience; however, retail media is nascent, showing double-digit growth but cautious positioning.

2. The 8-second self-checkout pilot reflects technology adoption trends, suggesting policy and regulatory support for innovation is needed.

International expansion introduces new dynamics, demonstrating business model scalability.

1. Canadian comparable sales rose 7.6%, with Chinese New Year boosting sales; entry into new markets drives membership surges, with 7 stores in China showing significant potential.

2. Plans for 28 new stores in fiscal 2026 and an annual target of over 30 stores highlight regional development strategies.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

3月6日，全球仓储零售巨头Costco开市客公布了2026财年第二季度业绩。整体来看，多项核心指标均超出市场预期，表现稳健。

二季度，Costco总营收达696亿美元(约4808.9亿元人民币)，高于市场预估的692.7亿美元(约4786.1亿元人民币)，同比增长9.2%。其中净销售额为682.4亿美元(约4714.8亿元人民币)，同比增长9.1%。剔除油价波动和汇率影响后，全球同店销售额同比增长6.7%，高于此前预期的6.4%。客流量增长3.1%，客单价提升4.2%。

分地区看，美国同店销售额调整后增长6.4%，加拿大增长7.6%，其他国际市场增长7.1%。值得一提的是，今年中国农历新年较往年偏晚，对海外市场销售额贡献了约4个百分点的额外拉动。

净利润方面，二季度录得20.35亿美元(约140.6亿元人民币)，同比增长13.8%，摊薄后每股收益4.58美元(约31.6元人民币)，两项数据均超出市场预期。2026财年前六个月，净利润累计达40.36亿美元(约278.9亿元人民币)，同比增长12.6%，摊薄后每股收益9.08美元(约62.7元人民币)。

会员业务依然是Costco利润增长的核心引擎。二季度会员费收入升至13.55亿美元(约93.6亿元人民币)，同比增长13.6%；剔除汇率影响后增幅为12.2%。

截至季度末，Costco全球付费会员总数达8210万，同比增长4.8%；其中精英会员达4040万，同比增长9.5%；持卡会员总数为1.472亿，同比增长4.7%。续费率方面，美国和加拿大续费率为92.1%，较上季度小幅下降0.1个百分点；全球续费率89.7%，与上季度持平。

管理层表示，每月为线上购物推出的10美元(约69.1元人民币)即时抵扣券、延长营业时间及新增会员权益，正有效推动会员升级。此外，目前正处于消化一年前强劲新会员注册潮的阶段，待这批会员陆续进入活跃期，会员增长势头有望保持强劲。

此外，Costco的数字业务表现尤为突出。二季度电商销售额同比增长22.6%，剔除汇率影响后增幅为21.7%，在各业务板块中增速最快。管理层在财报电话会上透露，移动端支付升级、药房预付功能上线、员工预扫技术推广，以及平均仅需8秒的自助结账设备试点，均在持续优化会员购物体验。

零售媒体业务方面，Costco已开始从数字广告中获得可观收入，且保持两位数增长。但管理层坦言目前仍处于起步摸索阶段，主要精力仍放在为会员创造更大价值，而非贸然追逐与自身定位不符的商业模式。

截至二季度末，Costco在全球共运营924家仓储门店，覆盖美国及波多黎各(634家)、加拿大(114家)、墨西哥(42家)、日本(37家)、英国(29家)、韩国(20家)、澳大利亚(15家)、中国大陆(7家)等多个市场，并在上述主要市场同步运营电商平台。

对于未来扩张节奏，CEO罗恩·瓦克里斯明确表示，2026财年预计净新增28家门店，中长期目标是每年开店30家以上。加拿大市场被视为重点拓展方向，国际市场同样前景可期——每当Costco进入日本或中国等市场，新会员数量往往都会大幅激增。

注：文/编译：李言，文章来源：联商网(公众号ID：linkshop2012)，本文为作者独立观点，不代表亿邦动力立场。

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FAQ回顾

Costco开市客2026财年第二季度的主要业绩数据是什么？

Costco第二季度总营收696亿美元，同比增长9.2%；净利润20.35亿美元，同比增长13.8%；全球同店销售额增长6.7%；全球付费会员总数达8210万，会员费收入13.55亿美元。

Costco的会员业务表现如何？

截至季度末，Costco全球付费会员总数8210万，同比增长4.8%；精英会员4040万，增长9.5%；美国和加拿大会员续费率为92.1%，全球续费率89.7%。

Costco未来的门店扩张计划是什么？

Costco计划2026财年净新增28家门店，中长期目标是每年开店30家以上，并将加拿大和国际市场（如日本、中国）作为重点拓展方向。

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