EPISODE · May 18, 2026 · 21 MIN
Costco SWOT Analysis 2026: Q3 Earnings, Kirkland $90B & 89.7% Renewal
from SWOT · host Framework
Costco reports Q3 FY2026 earnings on Wednesday, May 28, 2026 — Wall Street consensus EPS $4.90-$4.96 on $62-$64 billion revenue, with $500M-$2B in potential tariff refunds providing material non-recurring upside.This SWOT analysis covers Q2 FY26 actuals ($68.24B net sales +9.1%, membership fees +13.6%, 89.7% worldwide renewal), the Kirkland Signature ~$90 billion private-label compounder, the Sam's Club fee hike that narrowed the membership-fee gap to just $5, and what the May 28 print needs to deliver — including digital comp trajectory after Q2's +22.6% print and any clarity on tariff-refund recognition timing.Full written analysis: https://swotpal.com/blog/costco-swot-analysis-2026Generate your own SWOT analysis: https://swotpal.com
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Costco SWOT Analysis 2026: Q3 Earnings, Kirkland $90B & 89.7% Renewal
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