Key Points
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The global retail industry is projected to grow from $27.3 trillion in 2025 to an estimated $36.9 trillion by 2030, reflecting a compound annual growth rate exceeding 6%.
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Costco Wholesale boasts 81.4 million global members as of November 23, 2025, with Executive cardholders, who represent 39.7 million, contributing to 74.3% of its net sales.
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New perks for Executive cardholders include an increased cash back reward of $1,250, a $10 Instacart credit, and exclusive shopping hours from 9 a.m. to 10 a.m. on weekdays and Sundays starting September 2, 2025.
Costco Wholesale is differentiating itself in a $36.9 trillion global retail market by adjusting perks for its Executive members, who are crucial for its profitability. With membership fees accounting for a significant portion of its revenue, the company aims to entice more Gold Star members to upgrade, as 39.7 million Executive cardholders account for over 74% of net sales.
As of the end of Q1 2026, Costco had initiated a competitive membership push, introducing new benefits such as increased cash back on purchases and exclusive shopping hours, contributing to a sales growth of 20.5% for digital transactions. These strategies are vital as Costco navigates an intensely competitive retail landscape.
