Costco ($COST) vs Walmart ($WMT): Membership Momentum Slows as Digital Shifts Gain Ground Key Takeaways COST posted double-digit revenue growth and a slim earnings beat, but membership-fee growth is decelerating from roughly 14% to 7%. WMT delivered broad-based gains across e-commerce, advertising, and membership income, and raised its full-year outlook. Both stocks carry premium valuations well above the broader retail sector, making relative performance sensitive to execution and sentiment. COST leans on a recurring membership model, while WMT is pivoting toward higher-margin digital and advertising revenue. Recent share-price momentum has been muted for both names, with WMT notably softer over the trailing three months.