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Costco Sees Triple-Digit AI Search Growth, Volume Still Low

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In the third quarter of fiscal 2026, traffic from AI search rose at a triple-digit pace, though Costco said the volume remains low. The retailer is refining how its merchandise is understood and surfaced by large language models, including richer delivery, installation, haul-away, and tire add-on pricing. Digitally enabled comparable sales climbed 21.5% and e-commerce/app traffic jumped 37%, but the effort is still early.

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