Costco Wholesale Corporation (COST) vs Dell Technologies Inc. (DELL)

Founded in 1983, Costco Wholesale Corp operates a global network of membership-only warehouse clubs focused on offering high-quality products and services at consistently low prices. In its latest fiscal year, the company ran approximately 910 warehouses and served more than 80 million members across three geographic segments: Costco U.S., which generated about 73% of total revenue, Costco Canada at 13%, and Costco International at 14%. Costco’s core value proposition—quality merchandise at highly competitive prices—has supported strong membership renewal rates, reaching 93% in the U.S. and Canada and nearly 90% internationally. Roughly 55% of fiscal 2025 revenue came from grocery sales, while general merchandise contributed another 25%.

Dell Technologies Inc. is a diversified information technology company that primarily provides hardware solutions to enterprise customers. The company focuses on premium and commercial PCs, along with on-premises data center infrastructure for businesses. Dell maintains top-three market positions in its key segments, including personal computers, display peripherals, mainstream servers, and external storage. It benefits from a strong network of component suppliers and assembly partners, while also relying extensively on channel partners to support product sales and distribution.