Chuck Brom's questions to BJ's Wholesale Club Holdings (BJ) leadership • Q2 2025
Question
Representing Chuck Brom from Gordon Haskett, a speaker asked for an outlook on the general merchandise category for the second half of the year, including any details on specific category performance.
Answer
CEO Bob Eddy stated that while GM faced headwinds in Q2, the transformation is on track. He explained the team has taken a prudent stance on inventory buys for the back half, particularly in discretionary categories with high tariff exposure, to manage risk. However, he highlighted the continued strength in apparel, which grew comps in Q2, as a proof point that the transformation strategy is resonating with members.