Costco Wholesale Corporation

COSTcustomer

Costco operates over 870 membership warehouses worldwide, offering bulk merchandise at razor-thin margins with a high-loyalty membership model. Its Kirkland Signature private label is one of the largest consumer brands globally, and its membership renewal rate exceeds 92%.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($254.0B)

静的データ（リアルタイム財務ロード中…）

Food & Sundries (40%)

Hardlines & Softlines (25%)

Fresh Foods (15%)

Ancillary (Gas, Pharmacy, Optical) (15%)

Membership Fees (5%)

セグメント構成と主要顧客

製品詳細

Warehouse Club Sales85%

Bulk grocery, electronics, apparel, and home goods sold through membership warehouses

Kirkland Signature10%

Private-label brand spanning food, beverages, household goods, and apparel

Membership Fees5%

Annual Gold Star and Executive membership revenue

サプライチェーン関係

競合他社

Walmart Inc.

Bulk grocery and Sam's Club competition

影響: Primary retail competitor

主要サプライヤー

Procter & Gamble Company

P&G household products for warehouse format

影響: $3B+ supplier

The Coca-Cola Company

Coca-Cola and Kirkland co-branded beverages

影響: $2B+ beverage supply

マクロ・市場概況

필수소비재セクターニュース

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

次の主要イベント

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

AI分析

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企業情報

本社所在地

Issaquah, Washington, USA

設立

1983

従業員数

316,000+

ウェブサイト

costco.com

セクター概況 — 필수소비재

セクターニュース