Costco’s Value Strategy Powers Strong November Sales Momentum

Costco Wholesale Corporation (COST) posted a robust 6.9% year‑over‑year increase in total comparable sales for the four weeks ending November 30, 2025 — reflecting a broad‑based lift across all regions. Breaking down the numbers: comparable sales rose 6.0% in the U.S., 6.9% in Canada, and a whopping 11.4% in other international markets. On an adjusted basis (excluding gasoline prices and currency fluctuations), U.S. comps were up 5.8%, while Canada and other international territories saw adjusted gains of 8.3% and 8.0%, respectively. Online, digitally‑enabled comparable sales skyrocketed 16.6% (or 16.3% when adjusted), continuing the strong e‑commerce momentum seen in previous months — and underscoring the growing importance of Costco’s online channel. Meanwhile, November net sales climbed 8.1% year‑over‑year to $23.64 billion, up from $21.87 billion in the same period last year. This follows similar growth in October and September, showing steady upward momentum despite inflation‑sensitive conditions. Analysts point to Costco’s enduring value‑oriented model — strong membership loyalty, competitive pricing, and efficient supply‑chain operations — as the key drivers behind this performance, helping the retailer stay resilient even as consumers remain cost-conscious. #Costco #RetailSales #EcommerceGrowth #ValueRetail #SlimScan #GrowthStocks #CANSLIM