Costco Wholesale Corporation (NASDAQ: COST) reports Q4 FY2026 total net sales exceeding $94.5 billion (May–August 2026, report due September 24, 2026, confirmed by Costco Investor Relations or Bloomberg by September 25, 2026)
Miss
✦ AI-generated prediction
Published on 23. September 2026
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Predicted for 24. September 2026
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Based on: Historical Cycle
Analyst consensus for Costco Q4 FY2026 stands at $94.85 billion, up 10% from the prior year's $86.16 billion. Costco has beaten revenue estimates in four of the last five quarters. Key drivers: 92.2% membership renewal rate, first fee increase in seven years (Q1 FY2026), and sustained trade-down consumer behavior. The $94.5 billion threshold sits $350 million below consensus; even a modest miss would not breach it. No Polymarket market available; probability based on historical beat rate and consensus cushion.
Data basis for this prediction
- TipRanks / Benzinga: Analystenkonsens Costco Q4 FY2026 Umsatz 94,85 Mrd. USD (Stand 22. September 2026)
- Yahoo Finance / Benzinga: Costco Q4 FY2025-Vorjahresumsatz 86,16 Mrd. USD; Beat-Quote 4/5 Quartale (Stand 22. September 2026)
- Benzinga (22. September 2026): Mitgliedererneuerungsrate 92,2 %; Kostendruck durch Tarife als Risikofaktor
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] Costco Q4 FY2026 Nettoumsatz: 93,9 Mrd. USD (offizielle August-Verkaufsmeldung vom 2. September 2026) – unter der Schwelle von 94,5 Mrd. USD. Quelle: GlobeNewsWire / Costco Wholesale Corporation Reports August Sales Results, 02.09.2026.
📈 Economy
✦ AI
Target has beaten the EPS consensus in 30 of its last 43 estimates (69.8%). In the most recent Q2 FY2027, TGT posted $2.46 per share vs. a $2.35 consensus — a +76% earnings surprise. Q3 consensus is $2.06–$2.08 on $26.71B revenue (+16.85% YoY). No Polymarket market directly available; the ~70% historical beat rate is the anchor. Tailwind: stronger back-to-school and early holiday demand, margin gain from private-label mix. Risk: consumer spending under pressure from persistently high rates (Fed target 3.75–4.00%); discretionary category weakness could overshadow grocery strength.
📈 Economy
✦ AI
EUR/USD at ~1.1256 on November 7, 2026 (12-month change: −3.41%; monthly: −0.21%). Reaching <1.09 requires a −3.2% move — well above the recent monthly pace. Dollar-supportive: Fed December hike 67% (Kalshi) / 69% (OIS) / 74% (JPMorgan); WTI +49.9% YTD; October CPI consensus 3.7% YoY (BLS, November 10). Counterweight: ECB also expected to hike to 2.75% (79% market-implied, December 2026), supporting EUR. No Polymarket/Kalshi market found for this level. Entry scenario: renewed Strait of Hormuz escalation triggers dollar-flight. Probability: 20%.
📈 Economy
✦ AI
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