Walmart and Costco Experience E-Commerce Growth
Walmart reported a 24% year-over-year increase in e-commerce sales for its fiscal fourth quarter, which ended January 27, 2026. With over 5,000 U.S. locations, the retail giant is harnessing its vast store footprint to enhance delivery options, achieving a 60% increase in fast deliveries. Concurrently, membership revenue from its Walmart+ program surged 15% year-over-year.
Costco’s fiscal second quarter results, ending February 15, 2026, showed a 9.1% rise in total sales and a 7.4% increase in comparable sales. The company also saw digitally enabled sales grow nearly 23% year-over-year. Membership renewal rates are impressively high, hovering near 90% globally and 92.5% in the U.S. and Canada, alongside a membership growth of 4.8%.
