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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%.
产品与营收
产品营收占比
营收构成 ($254.0B)
静态数据（加载实时财务…）
Food & Sundries (40%)
Hardlines & Softlines (25%)
Fresh Foods (15%)
Ancillary (Gas, Pharmacy, Optical) (15%)
Membership Fees (5%)
业务板块构成与主要客户
产品详情
Warehouse Club Sales85%
Bulk grocery, electronics, apparel, and home goods sold through membership warehouses
Kirkland Signature10%
Private-label brand spanning food, beverages, household goods, and apparel
Membership Fees5%
Annual Gold Star and Executive membership revenue
供应链关系
宏观与市场背景
필수소비재行业新闻
인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
+2.1%
P&G 유기적 매출 성장
+3% YoY
코스트코 회원 갱신율
93%
사모라벨 침투율
21%
近期催化剂
◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
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企业信息
行业概况 — 필수소비재
行业新闻인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
+2.1%
P&G 유기적 매출 성장
+3% YoY
코스트코 회원 갱신율
93%
사모라벨 침투율
21%
核心主题
- •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
- •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
- •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대
近期催化剂
- ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
- ◆미국 3월 PCE 물가 발표