Costco COST

Consumer & RetailValuation $400B13 connections

Costco operates 870+ warehouse stores where $65/year memberships unlock access to bulk goods at near-wholesale prices. Its membership renewal rate is 93% - members are intensely loyal. Costco's $1.50 hot dog combo has been the same price since 1985. Its Kirkland Signature private label is the #1 selling brand in the US by revenue. Costco sells the most fine wine, rotisserie chickens, and optical lenses in America.

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Suppliers 11

Companies that sell to Costco

Nestle SAConsumer & Retail · $280BWholesale distribution
MondelezConsumer & Retail · $85BSnack wholesale distribution
DiageoConsumer & Retail · $60BSpirits wholesale
Monster BeverageConsumer & Retail · $48BWholesale energy drinks
Constellation BrandsConsumer & Retail · $45BCorona/Modelo at Costco
Hormel FoodsAgriculture · $15BHormel brands sold at Costco warehouses
Kimco RealtyReal Estate · $14BCostco anchors several Kimco outdoor centers
Brown-Forman BConsumer & Retail · $14BJack Daniel's wholesale
SPS CommerceTechnology · $5BSPS Commerce powers Costco supplier connections
Celsius HoldingsConsumer & Retail · $4BEnergy drinks at Costco
Cal-Maine FoodsAgriculture · $3BCal-Maine eggs sold at Costco in bulk

Partners 2

Strategic partnerships, joint products and alliances

AmazonConsumer & Retail · $2.0TCompeting membership retail models
VisaFinance · $560BCostco exclusive Visa partnership

Key relationships in depth

Costco & Amazon

Costco and Amazon compete directly in retail, with Amazon Prime and Costco memberships offering competing subscription-based value propositions to the same household consumer segment. Amazon's expansion into grocery and bulk goods (Amazon Fresh, Amazon Business) directly targets Costco's core categories, while Costco's e-commerce growth on Costco.com competes with Amazon's marketplace.

Why it matters: Costco's $254B in FY2025 revenue and 81M paid members represent one of the most loyal retail customer bases in the world. Its $5.3B in annual membership revenue is pure high-margin income that subsidizes below-cost pricing on merchandise. Amazon Prime's 200M+ members are the same affluent households Costco serves.

Other Consumer & Retail companies

Amazon Walmart Home Depot Procter & Gamble LVMH Hermès Nestle SA Coca-Cola PepsiCo McDonald's

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.