Costco and Uber expanded their Uber Eats partnership to nearly 600 Costco locations in 47 states, up from 17 states. TheStreet's analysis says app-based delivery could reduce warehouse visits and impulse purchases, potentially hurting sales; it reports no such decline.
TheStreet describes Costco's rotating merchandise as part of a “treasure hunt” that can prompt unplanned purchases, which an app-based catalog may not replicate. Costco already offers same-day delivery through Instacart, with a markup to cover the service, according to the article.
Sam's Club offers curbside pickup, while Costco does not; the article says Costco wants members to browse its warehouses. Costco cited a 92.2% renewal rate in the U.S. and Canada during its third-quarter 2026 earnings call. The writer says a revenue decline could prompt steps such as price increases.
