Costco stock rises after December sales jump — what’s next for COST

Costco stock rises after December sales jump — what’s next for COST

NEW YORK, Jan 9, 2026, 17:17 EST — After-hours

  • Costco shares rose about 1% late Friday after a December sales update showed steady demand and faster online growth.
  • December net sales rose 8.5% to $29.86 billion; comparable sales rose 7.0% for the five-week period ended Jan. 4.
  • Next catalysts include Costco’s January sales update on Feb. 4 and its fiscal Q2 earnings call on March 5.

Costco Wholesale Corp (COST.O) shares were up about 1.1% in after-hours trading on Friday at $924.88, after moving between $911.43 and $929.66 earlier in the day.

The move keeps attention on Costco’s monthly sales updates, which often land weeks ahead of its quarterly earnings and can nudge near-term expectations. December is the key holiday month, and it sits inside the company’s fiscal second quarter.

Investors typically zero in on comparable sales — sales from locations open at least a year — because it strips out the noise of new store openings. They also watch a “core” version that removes the impact of gasoline prices and foreign exchange, two items that can swing sharply month to month for Costco.

Costco said net sales for the five-week retail month of December, ended Jan. 4, rose 8.5% to $29.86 billion. Total company comparable sales rose 7.0% over the period, with digitally-enabled comparable sales up 18.9%; excluding gasoline and currency effects, total company comparable sales rose 6.2%, Costco said. The company also reported net sales of $101.83 billion for the first 18 weeks, up 8.3%, and said it operated 923 warehouses worldwide.

Shares of Walmart, which operates the Sam’s Club warehouse chain, were also higher on Friday, up about 1.3%.

“Net sales for the month came in at $29.86 billion,” Andrew Yoon, Costco’s director of financial planning and investor relations, said in a recorded message reviewing the results. Seeking Alpha

But Costco flagged a long list of uncertainties that can squeeze results, including exchange rates, inflation or deflation, competition, rising employee-related costs and energy and commodity swings, as well as geopolitics including tariffs.

Next up, Costco has scheduled its January sales release for Feb. 4, and its fiscal second-quarter earnings call for March 5. Those dates will put a sharper focus on whether the holiday pace carried into the new year and how costs are tracking into the quarter’s close.

Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors. Follow Khadija Saeed on Google News.

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