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Did renewals hold after Costco raised the fee?
Yes. Renewal rates stayed very high after the fee increase.1
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October 2026 Live week
NFLX After close
EPS
$0.87
Rev
$12.87B
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Costco Wholesale Corp
COST

The price stays out.

US$ 994.54
−0.99 (−0.10%)
At close
Notes COST
  • Renewals held after the fee increase. That is the whole note.

    at $994.54

  • Warehouse margin is still the tell.

  • The moat is the mix, not the multiple.

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PPriya Shah @straightsource

Did renewals hold after Costco raised the fee?

Yes. Renewal rates stayed very high. U.S. and Canada, 92.3%. Worldwide, 89.8%. First increase in seven years.

123COST

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