News
The day at a glance · 2 min read
Mood · Cautious
+15
Sentiment, −100 to +100
Costco Q4 Revenue
$95.72B+11.1%
Costco Digital Sales Growth
19.5%+19.5%
Costco Membership Revenue
$1.5B+7.3%
Key driverCostco fiscal Q4 results exceeded expectations with strong digital sales growth, though membership revenue growth decelerated for third consecutive quarter
Daily briefConsumer· Money365.Market AI ·

Costco Earnings Beat Amid Digital Surge, McDonald's Plans $8.5B Upgrade

Warehouse club reports strong digital growth while fast-food giant commits to decade-long modernization

Retail & E-Commerce

Neutral

Costco Net Income Growth

14.9%+14.9%
COSTLOWWMT
Costco Wholesale (COST) reported fiscal fourth-quarter revenue of $95.72 billion (common stock), exceeding analyst estimates with earnings per share of $6.75, beating consensus by 3.4%. The warehouse retailer posted comparable sales growth of 9.4% and revenue growth of 11.1% year over year, with digitally enabled transactions rising 19.5%. Net income increased 14.9%, though the figure included a one-time gain of $0.15 per diluted share from IEEPA tariff refunds received during the quarter.
Costco Wholesale (COST) saw membership revenue growth decelerate for a third consecutive quarter, with fees rising 7.3% year over year to $1.5 billion, missing analyst estimates of $1.8 billion. Despite the earnings beat, the membership revenue miss contributed to a muted market reaction for the stock.
Lowe's (LOW) launched a drone delivery pilot in North Carolina, allowing customers to receive select home improvement products in as little as 20 minutes.

Restaurant Industry

Neutral

McDonald's Franchisee Investment

$8.5B
MCDCMG
McDonald's (MCD) announced plans for $8.5 billion in franchisee support through 2036 for restaurant modernization, technology deployment, and operational improvements. The company is among the worst-performing Dow stocks this year alongside Nike.
Chipotle Mexican Grill (CMG) held adjusted diluted earnings per share flat at $0.33 in Q2 2026, with share buybacks masking a 5% profit decline according to analysis of the results.

Automotive

Bullish

GM Recycled Battery Content

100%
GM
General Motors (GM) rolled out electric vehicle batteries using cathode material made entirely from recycled nickel, cobalt, and manganese in a new pilot program. The recycled minerals came from end-of-life GM EV battery packs processed by recycling partner Cirba Solutions, with the 100% recycled critical minerals meeting original safety and performance specifications. These batteries are now installed in Cadillac Lyriq and Chevrolet Silverado EVs sold to customers.

Consumer Market Overview

Neutral
WMT
The consumer sector showed resilience with futures rising even as Treasury yields reached their highest levels since 2007, fueled by elevated oil prices, U.S. economic strength, and Federal Reserve interest rate expectations. Leadership changes took effect at major consumer companies including Apple, Berkshire Hathaway, and Walmart, with the three firms holding a combined market capitalization of nearly $6.8 trillion.

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