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 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 subscribers only. Learn more about subscriptions here.If you are a subscriber, please log in. This document was generated for Other research you may be interested in: Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineUS Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains ResilientTemu, the New E-Commerce Marketplace Taking the US by Storm—What Do Consumers Actually Think?Coresight Bites: China Consumer Tracker—Some Positive Trends Despite Overall High Avoidance of Public Places
