Costco (COST) reported $86.16 billion in revenue for the quarter ended August 2025, representing a year-over-year increase of 8.1%. EPS of $5.87 for the same period compares to $5.15 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $86.18 billion, representing a surprise of -0.03%. The company delivered an EPS surprise of +1.03%, with the consensus EPS estimate being $5.81.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Costco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable sales - Total Company: 5.7% versus 5.6% estimated by eight analysts on average.
- Changes in comparable sales excluding the impact of changes in foreign-currency and gasoline prices - Total Company: 6.4% versus 6.7% estimated by eight analysts on average.
- Number of warehouses - Total worldwide: 914 versus 913 estimated by seven analysts on average.
- Number of warehouses - United States and Puerto Rico: 629 compared to the 629 average estimate based on five analysts.
- Changes in comparable sales excluding the impact of changes in foreign-currency and gasoline prices - Other International: 7.2% versus 7% estimated by five analysts on average.
- Changes in comparable sales excluding the impact of changes in foreign-currency and gasoline prices - Canada: 8.3% versus the five-analyst average estimate of 7.6%.
- Changes in comparable sales excluding the impact of changes in foreign-currency and gasoline prices - U.S.: 6% versus the five-analyst average estimate of 6%.
- Comparable sales - U.S.: 5.1% versus 5.6% estimated by four analysts on average.
- Comparable sales - Other International: 8.6% versus 8.4% estimated by three analysts on average.
- Comparable sales - Canada: 6.3% compared to the 7.3% average estimate based on three analysts.
- Number of warehouses - Canada: 110 compared to the 110 average estimate based on three analysts.
- Number of warehouses - Spain: 5 versus 6 estimated by two analysts on average.
View all Key Company Metrics for Costco here>>>
Shares of Costco have returned -0.5% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Costco Wholesale Corporation (COST): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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