Deep Dive 10 minutes PremiumHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 12, 2023 Table of ContentsIntroduction Market Scale and Opportunity Costco Vs. Sam’s Club: Coresight Research Analysis 1. Revenue 2. Operating Margins 3. Shopper Demographic 4. Brick-and-Mortar Growth 5. Digital Strategies What We Think What's InsideCostco and Sam’s Club are the two leading warehouse clubs in the US. We provide insights into key elements of their businesses: revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies. Data in this report include: Costco and Sam’s Club revenues and revenue growth, 2018–2022 Costco and Sam’s Club e-commerce revenue and sales penetration, 2019–2022 Proportion of US consumers that have shopped at mass merchandisers/warehouse clubs in the prior three months, 2022 Age and income breakdowns of US consumers by retailers shopped at, 2022 Costco and Sam’s Club store counts and maps Companies mentioned in this report are: Amazon, Costco, Kroger, Sam’s Club, Target, Walmart Other relevant research: Dollar Stores: Flexing Muscle in US Grocery US Grocery Discounters: Price Competition Intensifies US Consumer Tracker Extra: Who Shops Where? 2022 Shopper Demographics Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic Challenges This report is for Premium subscribers only. Learn more about subscriptions here.If you are a Premium subscriber, please log in. Other research you may be interested in:
