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Key News Facts
Costco, the world’s largest warehouse club retailer, grew its membership base from 105.5 million to 140.6 million between fiscal 2020 and fiscal 2025, with a global renewal rate increase from 88% to 90.5%, and a rise in the number of warehouses from 795 to 914. Following a membership fee increase in 2024, Costco plans to open 35 new warehouses in fiscal 2026. From fiscal 2025 to fiscal 2028, revenue and earnings per share are expected to grow at a compound annual growth rate (CAGR) of 7% and 20% respectively.
Amazon, the top e-commerce and cloud infrastructure company, has over 240 million Prime subscribers and is projected to grow its revenue and earnings per share at a CAGR of 11% and 20% respectively from 2024 to 2027. Its Amazon Web Services (AWS) platform is expected to benefit from the growth of the generative AI market.
Uber served 189 million monthly active platform consumers in Q3 2025, a significant increase from 93 million at the end of 2020. The company aims for revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at a CAGR of 16% and 28% respectively from 2024 to 2027.
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