{"absence_criteria":{"coverage_requires":{"document":"Costco Q4 FY26 earnings call transcript","period":"FY26-Q4","section":"CFO: comparable sales / traffic or shopping frequency"},"registro":"call de resultados del 4T FY26 de Costco (transcripcion) y nota de resultados"},"claim_type":"fenomeno","confirm_rule":{"op":">","value":0},"due":"2026-09-30","evaluation_cutoff":"2026-10-15","evidence_ids":["OBS-E0923-dg-traffic","OBS-E0923-sams-trans"],"expected_publication":"2026-09-24","if_absent":"no_publicada","intermedio":"inconclusa","lag_days_max":3,"metric":{"definition":"crecimiento interanual de 'traffic or shopping frequency' mundial que da Costco (CFO en la call o nota) para el 4T FY26","id":"cost.traffic_worldwide_pct","revision_policy":"primera_publicacion","source_id":"SRC-costco-ir","unit":"pct_yoy"},"period_required":"FY26-Q4","prob":0.8,"refute_if":"cost.traffic_worldwide_pct <= 0","refute_rule":{"op":"<=","value":0},"resolution_source":"SRC-costco-ir","rivals_compared":[{"motivo":"la rival de reparto/coleccionable habla de Starbucks y no dice nada contra el trafico de Costco: el trafico positivo de un club es compatible con ella; este eslabon no la separa","predice_F":"si","rival_id":"HYP-E0923-rival-reparto"},{"motivo":"la rival macro (renta baja) tambien predice trafico positivo en clubes por trade-down: no separa","predice_F":"si","rival_id":"HYP-2026-0912-003"}],"threshold":"> 0","threshold_direction":null,"ticker_or_theme":"COST","window_from":"2026-09-24"}