Costco Raises Membership Fees for the First Time Since 2017

Costco storefront with shoppers entering and exiting the store

Costco has announced an increase in its annual membership fees for the first time since 2017. The new fees will take effect on September 1, impacting around 52 million memberships in the United States and Canada.

Key Takeaways

  • Fee Increase: Non-executive memberships will rise by $5, while executive memberships will see a $10 increase.
  • Effective Date: The new fees will be implemented starting September 1.
  • Membership Impact: Approximately 52 million memberships will be affected.
  • Stock Reaction: Costco’s stock dropped by more than 3% following the announcement.
  • Analyst Outlook: Despite the drop, analysts remain bullish on Costco’s stock.

Details of the Fee Increase

Costco’s new fee structure will see non-executive memberships in the U.S. and Canada rise to $65 from $60. Executive memberships will increase to $130 from $120, which includes the $65 primary membership fee plus the $65 Executive upgrade. Additionally, the maximum annual 2% reward associated with Executive memberships will increase to $1,250 from $1,000.

Historical Context

Costco has a history of raising its membership prices every five-and-a-half years. The last increase was in June 2017, making this latest hike expected by many members. Management had also been transparent about the impending increase, discussing it in conference calls in December 2023 and March of this year.

Stock Market Reaction

Following the announcement, Costco’s stock (COST) fell by more than 3%. However, analysts remain optimistic about the stock’s future. According to S&P Global Market Intelligence, the consensus recommendation is a Buy. Financial service firm Oppenheimer has even revised its price target for Costco stock to $950, implying an 11% upside from current levels.

Comparison with Competitors

For those comparing Costco with Sam’s Club, it’s worth noting that Sam’s Club membership is $50. However, savvy shoppers can find ways to make up the $15 annual difference at Costco.

Conclusion

While the fee increase may be unwelcome news for some, it is a predictable move in line with Costco’s historical practices. The company’s transparency and the bullish outlook from analysts suggest that Costco remains a strong player in the retail market.

Sources

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