Key Takeaways
- Costco Wholesale Corporation (COST) reported robust September net sales of $26.58 billion, marking an 8% year-over-year increase, driven by strong comparable sales across all regions and a significant 26.1% surge in digitally-enabled sales.
- Amazon Pharmacy, a division of Amazon (AMZN), is set to launch innovative electronic prescription kiosks at One Medical locations, beginning in December 2025, to streamline medication access.
- This strategic move by Amazon further integrates its healthcare ecosystem, aiming to enhance patient convenience and potentially disrupt traditional pharmacy models by offering immediate prescription fulfillment at the point of care.
Costco Wholesale Corporation (COST) has announced impressive sales figures for September 2025, with net sales reaching $26.58 billion, an 8.0% increase compared to the same period last year. This growth underscores the continued strength of the warehouse retailer in a competitive market.
The company's comparable sales also demonstrated solid performance, climbing 5.7% overall. Specifically, U.S. comparable sales rose 5.1%, Canadian sales increased by 6.3%, and international markets saw an 8.5% growth. Costco also highlighted a substantial 26.1% increase in its newly defined "digitally-enabled sales," which now includes all sales initiated through digital devices. This new metric reflects the evolving shopping habits of its members and the company's adaptation to digital channels.
Meanwhile, Amazon (AMZN) is making significant strides in the healthcare sector with the upcoming launch of Amazon Pharmacy kiosks at select One Medical locations. Starting in December 2025, these electronic kiosks will allow patients to pick up commonly prescribed medications, such as antibiotics and blood pressure treatments, within minutes of their doctor's appointment.
The initiative, beginning in Los Angeles, aims to simplify the prescription process and improve medication adherence by eliminating the need for a separate trip to a traditional pharmacy. Patients will be able to manage their prescriptions via the Amazon app, with remote pharmacists available for consultation through video or phone. This move further integrates Amazon's healthcare acquisitions, including One Medical, into a seamless patient experience and marks another step in the tech giant's expansion into the multi-trillion-dollar U.S. healthcare industry.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.