Costco Wholesale Corporation
COSTcustomerCostco operates over 870 membership warehouses worldwide, offering bulk merchandise at razor-thin margins with a high-loyalty membership model. Its Kirkland Signature private label is one of the largest consumer brands globally, and its membership renewal rate exceeds 92%.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($254.0B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
Bulk grocery, electronics, apparel, and home goods sold through membership warehouses
Private-label brand spanning food, beverages, household goods, and apparel
Annual Gold Star and Executive membership revenue
Relaciones en la Cadena de Suministro
Contexto macro y de mercado
인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
P&G 유기적 매출 성장
코스트코 회원 갱신율
사모라벨 침투율
Próximos catalizadores
Señales Institucionales
| Institución | Acción | Valor | Trimestre | Fecha de presentación |
|---|---|---|---|---|
| BlackRock | accumulating | $817M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $335M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $394M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $32M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $56M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $590M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $352M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $10.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $8.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $703M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $775M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $411M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $849M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $122M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $115M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $171M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $507K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $629M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $510K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $85K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $680K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $595K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $85K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | reducing | $9K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $832M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $180M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $5M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $33.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $622M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $15.6B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $110M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $770M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $8M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $260M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $15M | 2025.12 | 2026-02-17↑ |
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Costco Wholesale Corporation impulsado por IA.
Información de la Empresa
Estado del sector — 필수소비재
Noticias del sector인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
P&G 유기적 매출 성장
코스트코 회원 갱신율
사모라벨 침투율
Temas clave
- •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
- •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
- •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대
Próximos catalizadores
- ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
- ◆미국 3월 PCE 물가 발표