Earnings summaries and quarterly performance for BJ's Wholesale Club Holdings.
Executive leadership at BJ's Wholesale Club Holdings.
Bob Eddy
Detailed
Chief Executive Officer
CEO
BW
Bill Werner
Detailed
Executive Vice President, Strategy and Development
GL
Graham Luce
Detailed
Executive Vice President and General Counsel
KK
Krystyna Kostka
Detailed
Chief Supply Chain Officer
LF
Laura Felice
Detailed
Executive Vice President, Chief Financial Officer
PC
Paul Cichocki
Detailed
Executive Vice President, Chief Commercial Officer
SS
Scott Schmadeke
Detailed
Executive Vice President, Chief Operations Officer
Board of directors at BJ's Wholesale Club Holdings.
Research analysts who have asked questions during BJ's Wholesale Club Holdings earnings calls.
Peter Benedict
Robert W. Baird & Co.
13 questions for BJ
Also covers: ARHS, COOK, COST +9 more
Edward Kelly
Wells Fargo
10 questions for BJ
Also covers: ACI, COST, DG +11 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
10 questions for BJ
Also covers: ACI, CHD, CHWY +16 more
MB
Michael Baker
D.A. Davidson & Co.
9 questions for BJ
Also covers: AAP, AMRK, AZO +17 more
SG
Simeon Gutman
Morgan Stanley
9 questions for BJ
Also covers: AAP, ACI, ARHS +32 more
Charles Grom
Gordon Haskett Research Advisors
8 questions for BJ
Also covers: CASY, COST, DG +13 more
RO
Robert Ohmes
Bank of America
8 questions for BJ
Also covers: ACI, ARHS, ASO +17 more
Steven Zaccone
Citigroup
8 questions for BJ
Also covers: AAP, AZO, BBY +14 more
Mark Carden
UBS
7 questions for BJ
Also covers: ACI, AZO, CHEF +8 more
KM
Katharine McShane
Goldman Sachs Group, Inc.
6 questions for BJ
Also covers: AAP, ASO, BBWI +16 more
KM
Kate McShane
Goldman Sachs
4 questions for BJ
Also covers: ASO, AZO, BBWI +19 more
RO
Robbie Owens
Piper Sandler
4 questions for BJ
Also covers: CHKP, CYBR, DT +12 more
TN
Thomas Nass
TD Cowen
4 questions for BJ
Also covers: GO, SPCE
Chuck Grom
Gordon Haskett Research Advisors
3 questions for BJ
Also covers: CASY, COST, DG +11 more
JP
John Park
Morgan Stanley
2 questions for BJ
Also covers: AMWL, DOCS
Mike Baker
DA Davidson
2 questions for BJ
Also covers: DKS, HQI, OTH +3 more
OC
Oliver Chen
TD Cowen
2 questions for BJ
Also covers: BRLT, COST, COTY +21 more
PG
Pedro Gale
Morgan Stanley
2 questions for BJ
CB
Chuck Brom
Gordon Haskett Research Advisors
1 question for BJ
RB
Ryan Bulger
Gordon Haskett Research Advisors
1 question for BJ
Also covers: DLTR, M, ROST
Recent press releases and 8-K filings for BJ.
BJ's Wholesale Club Reports Q3 FY2025 Results, Updates Guidance
BJ
Earnings
Guidance Update
- BJ's Wholesale Club reported solid third-quarter results for fiscal year 2025, with earnings per share of $1.16 and revenue reaching $5.35 billion, a 4.9% increase year-over-year.
- The company raised its full-year earnings per share guidance to as much as $4.40 but narrowed its full-year comparable club sales guidance to an increase of 2.0% to 3.0%.
- Membership fee income rose 9.8% year-over-year, driven by 8 million members and a 90% renewal rate, while digitally enabled sales surged 30%.
- Despite revenue growth, operating income fell 4.8% to about $218 million and net income slipped 2.4% to $152.1 million due to higher labor, occupancy, advertising, and depreciation costs.
Nov 21, 2025, 7:22 PM
BJ's Wholesale Club Reports Q3 2026 Results and Updates Full-Year Guidance
BJ
Earnings
Guidance Update
New Projects/Investments
- BJ's Wholesale Club reported net sales of approximately $5.2 billion for Q3 2026, a 4.8% increase year-over-year, and adjusted earnings per share of $1.16.
- Merchandise comparable club sales grew 1.8% year-over-year, marking the 12th consecutive quarter of market share growth and 15th consecutive quarter of traffic growth.
- Membership fee income increased 9.8% to approximately $126.3 million, while digitally enabled comparable sales surged 30% year-over-year and 61% on a two-year stack, now representing nearly 17% of sales.
- The company is on track to open 14 new clubs in 2025 and plans to add 25-30 new clubs in two years, with recent Q3 openings performing ahead of expectations.
- BJ's updated its full-year guidance, narrowing merchandise comparable sales to 2%-3% and increasing adjusted earnings per share to a range of $4.30-$4.40.
Nov 21, 2025, 1:30 PM
BJ's Wholesale Club Reports Strong Q3 2026 Results and Raises Full-Year EPS Guidance
BJ
Earnings
Guidance Update
New Projects/Investments
- BJ's Wholesale Club reported Q3 2026 adjusted earnings per share of $1.16 and net sales of approximately $5.2 billion, marking a 4.8% year-over-year increase.
- Merchandise comparable club sales grew by 1.8% year over year, with a 5.5% two-year stack. Digitally enabled sales saw significant growth, up 30% year over year and 61% on a two-year stack.
- Membership fee income increased 9.8% to approximately $126.3 million , and the company is on track to open 14 new clubs this year, with plans for 25-30 new clubs in two years.
- The company increased its full-year adjusted earnings per share guidance to $4.30-$4.40 and repurchased approximately 905,000 shares for $87.3 million in Q3.
Nov 21, 2025, 1:30 PM
BJ's Reports Strong Q3 FY25 Results
BJ
Earnings
Share Buyback
New Projects/Investments
- BJ's reported strong Q3 FY25 results, with net sales of $5.2 billion, a 4.8% increase compared to Q3 FY24, and Adjusted EPS of $1.16, an 8.4% increase.
- The company demonstrated continued membership growth and loyalty, reaching 8 million members with Membership Fee Income (MFI) up 9.8% versus Q3 FY24, and a 90% tenured renewal rate.
- BJ's is expanding its footprint and digital capabilities, opening one club in Q3 FY25 and remaining on track for 25-30 new club openings in two years, alongside 30% growth in digitally-enabled comparable sales.
- BJ's maintains a strong balance sheet with a net debt to LTM adjusted EBITDA of 0.5x and continues to return capital to shareholders, having returned $196 million via share repurchases in LTM Q3 FY25 and announcing a new $1 billion share repurchase program expiring January 2029.
Nov 21, 2025, 1:30 PM
BJ's Wholesale Club Reports Q3 2026 Results, Raises Full-Year EPS Guidance
BJ
Earnings
Guidance Update
Share Buyback
- BJ's Wholesale Club reported Q3 2026 adjusted earnings per share of $1.16 and merchandise comparable sales growth of 1.8%. Net sales for the quarter increased 4.8% year-over-year to approximately $5.2 billion.
- The company achieved its 12th consecutive quarter of market share growth and 15th consecutive quarter of traffic growth. Membership fee income grew 9.8% to approximately $126.3 million, with higher-tier membership penetration reaching a new record.
- Digitally enabled comparable sales saw significant growth, up 30% year-over-year and 61% on a two-year stack, now approaching 17% of total sales.
- BJ's narrowed its full-year merchandise comparable sales guidance to 2%-3% and increased its adjusted earnings per share guidance to $4.30-$4.40.
- During Q3, the company repurchased approximately 905,000 shares for $87.3 million, with $866 million remaining under its repurchase authorization.
Nov 21, 2025, 1:30 PM
BJ's Wholesale Club Holdings, Inc. Announces Third Quarter Fiscal 2025 Results
BJ
Earnings
Guidance Update
Share Buyback
- BJ's Wholesale Club Holdings, Inc. reported a 1.1% increase in comparable club sales year-over-year for the third quarter of fiscal 2025, with comparable club sales excluding gasoline increasing by 1.8%.
- Membership fee income grew by 9.8% year-over-year to $126.3 million, and digitally enabled comparable sales saw a 30% growth for the thirteen weeks ended November 1, 2025.
- Earnings per diluted share were $1.15 and adjusted earnings per diluted share were $1.16 for the third quarter of fiscal 2025.
- The company increased its Adjusted EPS guidance for fiscal 2025 to a range of $4.30 to $4.40, and expects comparable club sales, excluding gasoline sales, to increase 2.0% to 3.0% year-over-year.
- BJ's repurchased 905,000 shares of common stock, totaling $87.3 million, during the third quarter of fiscal 2025.
Nov 21, 2025, 12:02 PM
BJ's Wholesale Club Holdings, Inc. Announces Second Quarter Fiscal 2025 Results and Raises Full-Year EPS Guidance
BJ
Earnings
Guidance Update
Share Buyback
- BJ's Wholesale Club Holdings, Inc. reported Second Quarter Fiscal 2025 results, with earnings per diluted share and adjusted earnings per diluted share of $1.14.
- Comparable club sales, excluding gasoline sales, increased by 2.3% year-over-year, while total comparable club sales decreased by 0.3% due to declining retail fuel prices.
- Membership fee income grew 9.0% year-over-year to $123.3 million, with the company reaching a record 8 million members.
- The company raised its fiscal year 2025 Adjusted EPS guidance to a range of $4.20 to $4.35.
- BJ's repurchased 375,000 shares of common stock, totaling $41.2 million, during the second quarter of fiscal 2025 under its existing share repurchase program.
Aug 22, 2025, 12:00 AM
BJ's Wholesale Club Announces Q1 Fiscal 2025 Results
BJ
Earnings
Guidance Update
Share Buyback
- BJ’s reported strong Q1 performance with comparable club sales up 1.6% (3.9% excluding gasoline) and EPS of $1.13, driven by robust membership and traffic growth.
- Membership fee income increased to $120.4 million year-over-year, reflecting improvements in membership acquisition and retention.
- The company achieved significant profitability with net income of $149.8 million and a 26.7% rise in operating income.
- Guidance for fiscal 2025 remains unchanged with anticipated comparable club sales growth of 2.0–3.5%, adjusted EPS in the range $4.10–$4.30, and a share repurchase of 55,000 shares for $6.2 million; additionally, five new clubs and four gas stations were opened.
May 22, 2025, 12:00 AM
Quarterly earnings call transcripts for BJ's Wholesale Club Holdings.
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