Costco on their DoorDash and Uber partnership expansion: “We continue to make progress on digital and fiscal year 2026. Digitally enabled sales, which include third-party delivery, exceeded $33 billion and was an increase of more than 20%. Over the last few weeks, we further expanded the ways in which our members can engage with us online, with the announcement that our Uber Eats partnership is growing from 17 states to the entire U.S., as well as expansion of DoorDash partnership to include the U.S. These partnerships will complement the successful long-term partnership that we've had with Instacart in the U.S. and Canada. Members using these new marketplaces are significantly younger than our overall member base. Average delivery times across all three platforms are under an hour, bringing increased convenience in addition to our great values. We've observed that these sales through these channels are mostly incremental, with limited impact on our core warehouse grocery business. Our membership continues to be the most important item we sell, in the additional benefits we introduced for executive members last year continue to resonate well. Executive member penetration reached an all-time high in fiscal year 2026. Renewal rates showed improvements again this quarter, with the increasing executive penetration likely to help improve those rates in the future.” $DASH $UBER $COST

COSTCO Q4 NET SALES ROSE TO $93.87 BILLION, WITH TOTAL REVENUE AT $95.72 BILLION AND NET INCOME OF $3.0 BILLION; EPS CAME IN AT $6.75 VERSUS $6.56 EXPECTED. || ADJUSTED COMPARABLE SALES GREW 6.7%, WHILE EPS INCLUDED A $0.15 BENEFIT FROM IEEPA TARIFF REFUNDS RECEIVED DURING THE QUARTER.

COSTCO $COST Q4’26 EARNINGS HIGHLIGHTS 🔹 Total Revenue: $95.7B (Est. $94.86B) 🟢; +11% YoY 🔹 EPS: $6.75 (Est. $6.53) 🟢; +15% YoY 🔹 Oper Income: $3.8B (Est. $3.74B) 🟢; +14% YoY 🔹 Net Income: $3.0B (Est. $2.9B) 🟢; +15% YoY Other Q4 Metrics: 🔹 Quarter: 16-week Q4 🔹 Net Sales: $93.9B (Est. $94.86B) 🔴; +11.2% YoY 🔹 Membership Fee Revenue: $1.9B; +7% YoY 🔹 Total Company Comparable Sales: 9.4% 🔹 Total Company Comparable Sales Adjusted: 6.7% 🔹 U.S. Comparable Sales: 10.7%; Adjusted: 7.2% 🔹 Canada Comparable Sales: 5.0%; Adjusted: 4.6% 🔹 Other International Comparable Sales: 7.0%; Adjusted: 6.2% 🔹 Digitally-Enabled Comparable Sales: 19.5%; Adjusted: 19.8% 🔹 Warehouse Count: 939 🔹 IEEPA Tariff Refund Benefit: $0.15 per diluted share