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COST · Forward model · Membership fees · Bull case

What has to happen in Membership fees

Model as of

This page changes Membership fees inside the complete COST model. Every other vertical, corporate programme and valuation assumption stays in the selected portfolio case.

COST forward model
Horizon
Consolidated fair value $1,267.89 all other verticals held in this portfolio case
Final-quarter revenue $2.33B 2% of company revenue
Explicit segment contribution $32.49B EBITDA less segment capex, before corporate items

The Executive mix keeps compounding: 41.2m paid Executive memberships growing 9.6% against a total base growing 4.1% lifts the blended fee with no price rise at all. Digitally-enabled comparable sales of +21.5% keep pulling frequency, and the club pipeline the $6.5bn of capex is building takes openings back above 30 a year. Net sales run at about 3.0% a quarter deseasonalised, membership fees at about 2.7%, and the exit multiple holds 28x - still below today's 30.3x - at a 7.5% discount rate.

Membership fees

Basis quarter$1.37B
Final quarter$2.33B
Implied CAGR+11%
Final revenue mix2%

A recurring annual fee recognised ratably over the twelve-month term, from a paid base that renews at 92.2% in the U.S. and Canada and 89.7% worldwide. Revenue is paid members times the blended annual fee. It is about 2% of revenue and, on the flow-through convention this model uses, roughly 40% of EBITDA - which is why the valuation is far more sensitive to this line than its size suggests.

Last four quarters
2025 Q4 $1.72B Reported
2026 Q1 $1.33B Reported
2026 Q2 $1.35B Reported
2026 Q3 $1.37B Reported
Gold Star (individual)Business and business affiliatesExecutive upgrade
Subscribers 82.9M 55.8% of a 148.5M addressable base 82.9m paid members at 10 May 2026, from the 10-Q membership table; the CFO gave the same figure, up 4.1%.
Addressable subscribers 148.5M the S-curve ceiling 148.5m total cardholders, disclosed in the same table. Paid members are 55.8% of them.
Net adds 0/qtr ramping toward 0/qtr, throttled as the base approaches the TAM
Net-add ceiling 0/qtr what supply can deliver at full rate
ARPU $5.98/mo drifting +0.9% per quarter, floor $0.00 $5.98/month is the derived $71.81 blended annual fee: deseasonalised fees of $1,488m annualised over 82.9m members.
Non-subscriber revenue $0/qtr growing 0.0% per quarter Zero. Membership fees are a single disclosed income-statement line with no other component.
Membership fees

Latest: $2.33B (2031Q3E)

Period Value
2022Q1 $946M
2022Q2 $967M
2022Q3 $984M
2022Q4 $1.33B
2023Q1 $1.00B
2023Q2 $1.03B
2023Q3 $1.04B
2023Q4 $1.51B
2024Q1 $1.08B
2024Q2 $1.11B
2024Q3 $1.12B
2024Q4 $1.51B
2025Q1 $1.17B
2025Q2 $1.19B
2025Q3 $1.24B
2025Q4 $1.72B
2026Q1 $1.33B
2026Q2 $1.35B
2026Q3 $1.37B
2026Q4E $1.89B
2027Q1E $1.45B
2027Q2E $1.48B
2027Q3E $1.53B
2027Q4E $2.10B
2028Q1E $1.61B
2028Q2E $1.65B
2028Q3E $1.70B
2028Q4E $2.33B
2029Q1E $1.79B
2029Q2E $1.83B
2029Q3E $1.89B
2029Q4E $2.59B
2030Q1E $1.99B
2030Q2E $2.03B
2030Q3E $2.10B
2030Q4E $2.88B
2031Q1E $2.21B
2031Q2E $2.26B
2031Q3E $2.33B

Assumptions & reasoning

  • The 100% flow-through is a convention, not a disclosure. Fee revenue carries no merchandise cost, and the member-service labour that supports it sits inside warehouse SG&A, which Costco does not allocate. This convention and the 2.949% residual on net sales are two halves of one choice: together they reproduce consolidated EBITDA of $3,412m exactly.
  • Capex is zero here by construction. Every dollar of property, plant and equipment is carried on the net-sales vertical, so the two lines do not double-count the warehouse estate the fee base depends on.
  • The base case does NOT assume another fee increase. The September 2024 increase to $65 Gold Star and $130 Executive was about 25% of membership-fee growth in the quarter, down from 35% year to date, and the company says it laps out. Stripping it leaves 3.8% a year of fee-per-member growth, which is what the ARPU drift carries. The trailing deseasonalised rate of 2.54% a quarter is not carried forward because a quarter of it is about to disappear.
  • Both renewal rates fell year on year - U.S. and Canada from 92.7% to 92.2%, worldwide from 90.2% to 89.7% - which the company attributes to memberships sold online and through digital promotions entering the calculation. That risk is expressed in the bear case, not in the base attach glide.
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