Walmart’s $6.4 Billion Ad Edge Over Costco Is Suddenly the Stock Fight to Watch
Walmart shares fell 0.4% to $131.02 Monday morning as its global advertising revenue jumped 46% to nearly $6.4 billion in fiscal 2026. Costco shares rose 0.6% to $1,018.25, with paid membership reaching 82.1 million and renewal rates above 89%. Costco’s net sales climbed 9.1% to $68.24 billion in the latest quarter. U.S. e-commerce sales at Walmart grew 27% year-over-year.