Costco Wholesale Reports Strong Q4: Revenue, Earnings Beat Estimates
Here's a detailed look inside the Q4 earnings report from Costco Wholesale.
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Filed: 2026-09-25 AccNo: 0000935703-26-000116 Size: 1 MB Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year Item 9.01: Financial Statements and Exhibits
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Here's a detailed look inside the Q4 earnings report from Costco Wholesale.
Burlington Stores reported Q2 sales growth of 11% to nearly $3B with 2% comparable-store sales increase, driven by higher average basket sizes despite flat transaction counts. The company plans 115 net new stores and will reinvest $55M in tariff refunds to boost values. Management expects 3-4% comparable-store sales growth in fiscal 2026, with beauty and accessories performing strongly. However, the key challenge remains converting merchandise momentum into increased customer traffic.
Dollar Tree raised its fiscal 2026 adjusted EPS guidance to $7.70-$8.05, with approximately 60 cents of benefit from tariff refunds. The company plans to reinvest about $210 million of the $383 million tariff refunds received into pricing, marketing, and store operations rather than treating it as a windfall. Q2 results showed net sales increased 7% to $4.89 billion with comparable-store sales rising 3.7%, while the company maintained its full-year sales guidance of $20.5-$20.7 billion.