Costco Wholesale (COST) Monthly Sales Update January 2026 summary

Net sales and comparable sales performance

• January net sales reached $21.33 billion, up 9.3% year-over-year.

• Total company reported comparable sales rose 7.1%, with U.S. at 5.8%, Canada at 11.4%, and other international at 9.5%.

• Digitally enabled sales grew 34.4% year-over-year.

• Excluding gasoline and FX, total company comparable sales increased 7.3%, with digital up 33.1% in January.

• Comp traffic increased 2.4% worldwide and 2.2% in the U.S.

Impact of external factors

• Foreign currency movements positively impacted sales, with Canada up 4.8% and other international up 7.6%.

• Gas price deflation reduced total reported comparable sales by about 100 basis points.

• The average worldwide selling price per gallon of gas fell 9.6% year-over-year.

• Lunar and Chinese New Year timing negatively impacted January sales by 4% for other international and 0.5% for total company.

• Cannibalization had a negative impact of approximately 60 basis points on total company sales.

Regional and merchandising highlights

• Midwest, Southeast, and Texas led U.S. regional comparable sales.

• Australia, the UK, and Mexico showed the strongest international results.

• Foods and sundries, and fresh foods, were up mid-single digits; bakery and meat performed best.

• Non-foods rose low double digits, with jewelry, tires, and majors as top performers.

• Ancillary businesses grew low to mid-single digits, led by pharmacy, food court, and hearing aids.