Costco teams with Sesame to roll out Medicare Advantage plans for about 5 million enrollees in select U.S. states

Costco's planned entry into Medicare Advantage via a partnership with SCAN Group broadens its services ecosystem and could deepen member engagement, though regulatory approval is pending and federal rules limit discounting as a marketing lever. The initiative targets a large insurance profit pool, but near-term financial contribution is uncertain relative to Costco's scale. The news is directionally supportive for the equity narrative but not immediately market-moving.