Methodical scaling, not frantic growth
En un mundo donde el comercio minorista enfrenta transformaciones constantes, Costco avanza con una cadencia deliberada: siete nuevas tiendas en Norteamérica durante agosto de 2025, cuatro de ellas en Estados Unidos. No se trata de una expansión frenética, sino de la expresión de una confianza profunda en un modelo de membresía que ha demostrado resistir el tiempo y las turbulencias económicas. La empresa, con más de 800 almacenes en el mundo, sigue leyendo el territorio —demográfico y comercial— con la paciencia de quien construye para el largo plazo.
- Costco abrirá cuatro tiendas en Estados Unidos en apenas tres semanas: Florida el 6 de agosto, Washington el 8, Texas el 15 y Nevada el 21.
- La expansión de agosto suma siete aperturas en Norteamérica, incluyendo dos en Canadá y una en Guadalajara, México, el 7 de agosto.
- El director financiero Gary Millerchip ha confirmado una meta de entre 25 y 30 nuevas tiendas anuales, con la mitad concentrada en suelo estadounidense.
- La compañía ya superó las 800 tiendas globales y el primer semestre de 2025 incluyó aperturas en Corea del Sur, Suecia, Australia y Japón.
- Cada nueva ubicación responde a análisis de crecimiento poblacional y demanda sostenida, no a impulsos oportunistas de mercado.
Costco avanza por su calendario de expansión 2025 con una precisión que pocas cadenas minoristas pueden igualar. Solo en agosto, la empresa tiene confirmadas siete aperturas en Norteamérica: cuatro en Estados Unidos, dos en Canadá y una en México. Las tiendas estadounidenses se distribuyen en Florida, Washington, Texas y Nevada, todas entre el 6 y el 21 del mes. Al norte, Quebec y Ontario reciben sus nuevos almacenes, mientras Guadalajara estrena el suyo el 7 de agosto.
Estas aperturas no son eventos aislados. El director financiero Gary Millerchip ha dejado claro que la empresa apunta a entre 25 y 30 nuevas tiendas por año, con aproximadamente la mitad en territorio estadounidense. La estrategia refleja tanto la solidez del modelo de membresía como una lectura cuidadosa de dónde se concentran el crecimiento demográfico y la demanda del consumidor. El verano de 2025 ya había visto aperturas en Corea del Sur, Suecia y varias ciudades de Estados Unidos, además de nuevas ubicaciones en Australia y Japón.
Con más de 800 almacenes operando en el mundo, Costco no parece dispuesto a frenar. Lo que revela el calendario de agosto no es urgencia, sino método: una empresa que ha aprendido a crecer sin perder el equilibrio, apostando a que su modelo seguirá siendo relevante en mercados maduros y en aquellos que aún no ha conquistado del todo.
Costco is moving through its 2025 expansion calendar with visible momentum. The warehouse retailer has locked in seven new store openings across North America for August alone—four in the United States, two in Canada, and one in Mexico—each with a confirmed date and location already public on the company's official channels.
The American openings are spread across four states over a three-week window. The Villages in Florida will get its Costco on August 6th. Three days later, on August 8th, Richland, Washington opens. Allen, Texas follows on August 15th, and Spring Valley, Nevada rounds out the U.S. slate on August 21st. North of the border, Rimouski in Quebec launches August 5th, with East Newmarket, Ontario coming August 20th. In Mexico, Guadalajara's northern zone will see its new warehouse on August 7th.
These seven locations are not anomalies but part of a deliberate annual rhythm. Gary Millerchip, Costco's chief financial officer, has stated the company targets between 25 and 30 new store openings each year, with roughly half of those concentrated in the United States. The strategy reflects both the company's confidence in its membership model and its reading of where demographic growth and consumer demand are clustering. The August push follows openings earlier in the summer—Pyeongtaek in South Korea, Malmö in Sweden, and Midland, Texas all came online in June and July. The first half of 2025 also saw new locations activate in California, Massachusetts, Michigan, and Florida, alongside stores in Australia and Japan.
Costco now operates more than 800 warehouses globally, a footprint that continues to expand. The company's wholesale membership format has proven durable across different markets and economic conditions, and these August openings suggest the company sees no reason to slow. Each new location is positioned in areas where population growth or demographic shifts suggest sustained demand for bulk purchasing and the membership model that underpins it.
What emerges from this schedule is not frantic growth but methodical scaling—the kind of expansion that assumes the underlying business model will continue to work, that membership will continue to appeal, and that there are still underserved markets within Costco's existing footprint and in neighboring countries. The August calendar is simply one month in a much longer story of a company that has learned how to grow without overextending itself.
Citações Notáveis
Costco maintains a projection of 25 to 30 store openings per year, with approximately half concentrated in the United States— Gary Millerchip, Costco Chief Financial Officer
A Conversa do Hearth Outra perspectiva sobre a história
Why does Costco need to open seven stores in a single month? Isn't that risky?
It's not really risky if you've already done the math. They're targeting 25 to 30 openings a year anyway. August is just when these particular locations are ready—the real estate, the staffing, the supply chains all aligned. It's not frantic; it's scheduled.
But what's driving the choice of these specific places? The Villages, Rimouski, Guadalajara—they seem random.
They're not random at all. The Villages is one of the fastest-growing retirement communities in Florida. Rimouski is a regional hub in Quebec where Costco didn't have presence. Guadalajara is Mexico's second-largest metro area. They're all places with either growing populations or gaps in Costco's existing coverage.
So Costco is basically saying it still believes in physical retail?
Exactly. While everyone talks about e-commerce, Costco is betting that the warehouse experience—the membership, the bulk buying, the treasure hunt of it—still matters enough to justify opening 25 to 30 stores a year. And they're doing it across three countries simultaneously.
Is there any sign they're slowing down?
Not from this calendar. They've got 800 stores now and they're still adding at this pace. If anything, the fact that they're moving into smaller cities like Rimouski and The Villages suggests they've saturated the obvious markets and are now filling in the gaps.
What does this tell us about the health of the retail sector?
It tells us that not all retail is struggling. Costco's model—membership, bulk, value—is resilient. But it also tells us that retail is consolidating around formats that work. Costco can afford to open seven stores in August. Most retailers can't.